RiskScore History

Instructions

Use the RiskScore History to view clients' score for specific date range.

  1. Click Statements & Reporting in the top left corner and select Advisor Reports > RiskScore History.
  2. Select an account from the Account Selector.
  3. Select the blue Run arrow icon to the right of RiskScore History.
  4. In the Date field, select the date for the report

  5. Click Run to generate the report.

    Image of the RiskScore history panel in advisor portal.

 

Additional Resources