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All > Bulk updating data > Bulk Update Risk Tolerance via CSV

Bulk Update Risk Tolerance via CSV

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  • On the Clients’ page click CSV Update
Bulk Update Risk Tolerance via CSV
  • From the resulting pop-up click on Download CSV to access the delimited file of the client data
 Risk Tolerance via CSV
  • From the downloaded investor’s information file, fill in the risk tolerance values of the clients
Downloaded Investor's informations
  • Upload the filled in the pop-up and click on submit
Edit Clients info