If you set up the Investor Profile Questionnaire feature on eProducer, the participant will be routed through the questionnaire. Upon completion of the questionnaire the participant will select “Calculate” to receive their risk tolerance score.
Based on the tolerance score from the Profile Questionnaire, the participant is slated into one of the available investment models. The participant can select the recommended model, view additional models or decline the investment service. For purposes of this demo, we will accept the recommended model and select “Next”.
The Terms of Investment Advisor Service agreement will display for participant review and acceptance. The participant will select “I agree” and then “Next”.
The participant will review their information for accuracy, then select “Submit”.
Upon submission, the participant will receive a confirmation page containing a confirmation number for their records, as well as a pie chart depicting the reallocation of their account balance by asset class.
