Questionnaire History
Instructions
Use the Questionnaire History to view clients' risk capacity for specific date range. When clients complete and submit their questionnaire, scores are recorded and Advisors can use this tool to generate a report.
- Click Performance & Reports > Advisor Reports > Questionnaire History.
- Alternatively, click Menu in the top left corner Reporting > Advisor Reports.
- Select an account from the Account Selector.
- Select the blue Run arrow icon to the right of Questionnaire History.
- In the Date field, select a from date and to date for the report.
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Click Run to generate the report.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus