How Do I Send a Client a Risk Tolerance Questionnaire (RTQ)

Our questionnaire evaluates a client's risk profile, determining their risk tolerance, capacity, and overall appetite for risk. This enables advisors to design suitable investment portfolios that align with the client's risk profile.

1.   On the new client’s account click on Update Risk Tolerance then on Save button to complete the process

2.   From the resulting pop-up, click next to continue

3.   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.