Setup a Risk Tolerance Questionnaire
1. Navigate to your advisor profile by clicking the advisor photo in the top right > click "Settings"
2. Click on the RTQ tab on the left-hand side
3. Here, you are able to choose the iJoin default RTQ or create your own.
To choose the iJoin default:
Click "Actions" > "Create RTQ" under Risk Tolerance Questionnaire Templates on the iJoin Default Survey
The "Clone of iJoin Default Survey" will populate under My Risk Tolerance Questionnaires and you are able to edit, finalize, delete, clone, or view the history of the RTQ. To rename the RTQ click "Actions" > "Edit"
To create your own:
Click the green "Add" button at the top.
Then, name your RTQ and assign a point value range.
4. In order to finalize your RTQ, to be used within your plans, click "Actions" > "Finalize"
5. To add your RTQ to the plan, click on the plan name on the left-hand side and scroll down to the Investment Paths section.
6. Slide the "Risk Score Fund Path (Help Me Choose)" to "On" and select the RTQ that you created in the previous steps.
7. Click the "Add Category" button and fill in the information, then click "Save"
8. To add funds within your category, click the "Add Fund" button and type in the ticker or name.
