Risk Scores

Instructions

Create and edit questionnaires for your clients. The purpose of the questionnaire is to use the risk score formula based on the question bank to help you create suitable investment portfolios and goals for clients.

For more information, see the Risk Scores section on the Advisor Portal User Guide.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Risk Scores.

  2. Select Yes to enable this feature and click Continue.

    The risk scores panel in advisor portal.

  3. Select the questions from the bottom and they will transfer to your draft questionnaire.

    The risk scores questionnaire panel in advisor portal.

  4. Select Preview to view your questionnaire before you make active.

  5. Select Save Draft to work on your questionnaire later. Select Discard Draft to start over.

  6. Select questions from the bottom and they will transfer to your draft questionnaire.

    1. Log in and go to Help > Support Center > Message Center.
    2. Click Send Message to Clients.
    3. From the Composed Message drop-down menu , select Use my approved IBKR Templates.
    4. From the Select a template drop-down menu, select the questionnaire you previously saved.
    5. Clients will be able to complete the questionnaire on the following day.

 

Additional Resources

Learn About Risk Scores at IBKR Campus

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Risk Scores