How do I send the Risk Tolerance questionnaire to a Client

After you’ve completed adding the new client next is to update the client information

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.