1. On the new client’s account click on Assess Risk Tolerance.
2. From here, click on Select Template to choose which assessment to give to the client.
3. Once you select a questionnaire, you can click on Answer now to answer the questionnaire online or click Copy the link to get a link that you can share. Alternatively click on Send an email to share it through email with your client, or select Download the pdf to access the pdf version.
