Bulk Update Risk Tolerance
- On the clients’ page, select the accounts that you want to update the risk tolerance for
- Bulk Update Risk Tolerance tab will be active, click on it to access the modal
From the pop-up:
- You can send the questionnaire in bulk by clicking on the Send the questionnaire
- You can click on answer now tab to answer the questionnaire for multiple individuals
- Select Click here tab to fill the risk tolerance of the individuals if you already know then submit