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.
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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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A list of client accounts will populate. You may view the risk scores under the Score column
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If needed, use the filter panel at the bottom of the page to filter viewable scores.
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Check "Also show accounts with no score" to view all accounts that have no client or FA Overrode score
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Use the Notes column to enter comments about the account, as needed. Use the x to delete a note.
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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.
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Additional Resources
Learn About Advisor Portal at IBKR Campus