View Client Scores

Instructions

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

    Image of the risk scores view score panel in portal.

    • 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.

 

Additional Resources

Learn About Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Navigate to Risk Scores