View Client Scores
Instructions
When clients complete and submit the risk questionnaire their scores are recorded in the View Scores section. You can adjust or add to them. To view this information, please take the steps outlined below.
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Click Menu in the top left corner > Administration & Tools > Risk Scores.
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Select the View Scores tab at the top of the page.
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A list of client accounts will populate. You may view the risk scores under the Score column.
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If needed, use the filter panel at the bottom of the page to filter viewable scores.
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Check "Also show accounts with no score" to view all accounts that have no client or FA Overrode score.
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Use the Notes column to enter comments about the account. Click x to delete a note.
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If you would like to periodically refresh your client's risk scores, you can send an invitation for them to re-take the questionnaire at any time. The existing score will be available until the updated questionnaire is received.
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Additional Resources
Learn About Advisor Portal at IBKR Campus