Adding Risk Profiles

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Risk profiles are recorded at the household client level. 

To add risk profiles for a client:

  1. Navigate to the household client that you wish to record a risk profile for.
  2. Click the Goals & Strategy icon  in the vertical nav. 
  3. Click the Risk Profiles sub tab.
  4. Click the  icon to add a risk profile.
  5. Complete the fields (required fields will appear in red)
  6. Click Save.

 

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