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Investor Profile Page

Track your Client's Financial Experiences and Risk Tolerances

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 years ago

Access the Investor Profile

Click Edit next to the Household's name on their Summary page. Then click Investor Profile.

Enter Data

Enter your client's preferences for risk and learn of client's financial experience and priorities. This is a report that can be generated from the household's Reports page.

Track the following information about your client (be sure to save any changes):

  • Investment Experience

  • Financial Priorities

  • Risk Preference, Investment Objective, Investment Time Horizon

Reports Page

The Investor Profile is part of the Fact-Finder Summary on the Reports page.

9/2021

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