Distribute a Questionnaire to Clients
Each advisor can have one active questionnaire. Send an invitation to your clients to take the questionnaire by taking the steps outlined below.
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Click Menu in the top left corner > Administration & Tools > Risk Scores
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Select the View Scores tab at the top of the page
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Select the clients to whom you want to send the questionnaire invitation to
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Select the Send Invitations blue button
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An invitation to take the questionnaire is sent to the selected clients.
Note: The questionnaire must be active before you can send an invitation to clients. You may check to see if the questionnaire is active by locating the label at the top of the questionnaire tool. To make a questionnaire active, select the Make Active blue button.