Overview
The Fact Finder Summary is a concise, one-page Household Profile that can be created as a standalone electronic report or incorporated into a comprehensive report from the Household's Reports page. It incorporates risk tolerance, financial experience and information entered on financial instruments.
Enter Investment Experience/Objectives/Priorities on the Investor Profile
Enter information on the Investor Profile page in the Household Information area.
Learn about Investor Profile.
Complete the Member's Essentials and Details Pages
The more information you add on the Essentials and Details pages the more complete the Fact Finder Summary report will be.
Enter Information on Financials
The more information you add on the Essentials and Details pages the more complete the Fact Finder Summary report will be.
Create the Fact Finder Summary Report
Click the Household's Reports page.
Check Fact Finder Summary to include it in the Comprehensive Report or the download icon as a standalone page.
Example
7/2025