The Investor Profile Questionnaire is an optional feature available to help participants determine their risk tolerance. The questions are standard, but flexibility has been built-in to allow you to change weights for scoring. Select “Investor Profile Questionnaire” to continue.
Selecting “Use equal question weights” will assign a score of 20 to all questions, “Customize question weights” will allow you to weight some of the questions more heavily than others, and selecting “Do not display” will hide the questionnaire from the participant view. For purposes of this demo, we will select “Use equal question weights”. Select “Next”.
Review your information for accuracy and completeness. Select “Submit”.
Select “Return to Plan Setup” to exit the Investor Profile Questionnaire wizard.
