View Client Scores

When clients complete and submit their questionnaire, scores are recorded in the View Scores section of the tool. Advisors can adjust or add a score that will override the client score. To view this information, please take the steps outlined below.

  1. Click Menu in the top left corner > Administration & Tools > Risk Scores

  2. Select the View Scores tab at the top of the page

  3. A list of client accounts will populate. You may view the risk scores under the Score column

    • If needed, use the filter panel at the bottom of the page to filter viewable scores.

    • Check "Also show accounts with no score" to view all accounts that have no client or FA Overrode score

    • Use the Notes column to enter comments about the account, as needed. Use the x to delete a note.

    • If you would like to periodically refresh your client's risk scores, you can send an invitation for them to re-take the questionnaire at any time. The existing risk score remains available until the updated questionnaire results are received.