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Bulk Update Risk Tolerance

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  • On the clients’ page, select the accounts that you want to update the risk tolerance for
Bulk Update Risk Tolerance
  • Bulk Update Risk Tolerance tab will be active, click on it to access the modal
Find out Risk Tolerance

From the pop-up:

  • You can send the questionnaire in bulk by clicking on the Send the questionnaire
Send the questionnaire
  • You can click on answer now tab to answer the questionnaire for multiple individuals
Answers Row
  • Select Click here tab to fill the risk tolerance of the individuals if you already know then submit