Navigate to the client or prospect that you would like to initiate the questionnaire for, click the **Risk Tolerance** tab and then click the **Assess Risk Tolerance** Button

Alternatively, you can click the "+" button associated with the person's record in the Clients or Prospects overview pages.

Q1 - Enter age and employment status and click **Next**

Q2 - Enter the primary goal for investing and click **Next**

Q3 - Enter the investment timeline and click **Next**

Q4 - Taxable income and contrbution. Once completed click **Next**.

Q5 - Choose the reward and risk you feel comfortable with and click **Next**

Q6 - Social perception of risk behavior - select an answer and click **Next**

Q7 - Comfort with Volatility - select an answer and click **Next**

Q8 - Recent experience with a financial crisis - after answering click the **Next** button

Q9 - Current willingness to take risks - complete the question and click **Next**

Once the questionnaire is completed, the **Adjust the Score** button can be clicked if someone feels that the score needs adjusting. If you click **Adjust the Score** you will be presented with a slider to select a different score. Information regarding the various scores will also be present.

To confirm the score, click the **Feels like** button

Next, the person taking the questionnaire will have the ability to select up to 3 topics that they would like to discuss with their advisor.

At this point, the questionnaire is completed and the answers can be viewed by clicking on the View Answers button (shown when using the **Answer Now** questionnaire option) or by going to the person's record and clicking on the **Risk Tolerance** tab and scrolling down to the answers section.

Risk Tolerance Questionnaire - Willingness Questionnaire