After you’ve completed adding the new client next is to update the client information
On the new client’s account click on Update Risk Tolerance then on Save button to complete the process
From the resulting pop-up, click next to continue
From the new pop that emerges, you can click on Answer now to answer the questionnaire online or you could click on Questionnaire pdf to access the pdf to fill offline or select the Send questionnaire to share it through email with your investors.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.