RiskScore History
Instructions
Use the RiskScore History to view clients' score for specific date range.
- Click Performance & Reports > Advisor Reports > RiskScore 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 RiskScore History.
- In the Date field, select the 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