Risk Settings Dialog Box

Quickly assess your client's risk tolerance by assigning responses to three overarching areas.

1. Click the Investing Horizon arrow to indicate the client's investing time line: 0-1 year, 1-5 years, 5-10 years, 10-2- years, or 20+ years.

2. Click the Short-term volatility tolerance arrow to indicate the client's tolerance for short-term volatility: Very Low, Low, Moderate, High, Very High.

3. Click the Long-term volatility tolerance arrow to indicate the client's tolerance for long-term volatility: Very Low, Low, Moderate, High, Very High.

4. Click . You'll return to the Risk Profile page with the filled-in illustration and the Overall risk tolerance calculated.

Tip: For a more accurate risk profile, complete the risk assessment questionnaire.