Understanding Risk Tolerance Email Notifications

When an investor completes a Risk Tolerance Questionnaire (RTQ), the system automatically sends notification emails to designated advisors based on their role and team configuration.

Team-Based Setup

When the investor's record is associated with a team:

• Primary advisor assigned to the investor receives the email
• All other advisors marked as "primary" within the associated team receive the email
• Only advisors marked as "primary" receive emails - people who are not marked as primary will not receive the email

For more information about teams, you can view the knowledge base article about them here.

Advisor Setup

When there is not a team setup:

• Only the primary advisor assigned to the investor receives the email