Skip to content
English
Customer portal Sign in
  • There are no suggestions because the search field is empty.

How Do I Bulk Update Risk Tolerance via CSV

  • 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