Modify Risk Score Values
Instructions
The system provides default score values and a default risk scale. Use these values, or customize both. By default, answers to questions are assigned a default Risk Score Value on a scale of 1 to 5, with 1 indicating lowest risk and 5 indicating highest risk. You may modify the assigned value for any or all questions within a completed questionnaire using this default 1-5 scale, or you can modify the Risk Score Scale and reassign values based on your own scale. To do so, please take the steps outlined below.
Modify Risk Score Values
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Click Menu in the top left corner > Administration & Tools > Risk Scores
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In your completed questionnaire, click a question to expand the content and display the responses and their associated scores.
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Replace the default score with a custom score
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Click Save at the bottom of the questionnaire
Modify Risk Score Scale
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Click Menu in the top left corner > Administration & Tools > Risk Scores
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In the top right corner of the questionnaire, click the blue pencil edit icon next to Score Range
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Enter the minimum and maximum range values and click Save.
Note: Modifying the scale range does not affect current score values already assigned to responses. You must manually update these values after you modify a score range for the new range to be useful.
Additional Resources
Learn About Advisor Portal at IBKR Campus