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