The “Investor Worksheets” section allows you to create new worksheet links, keep track of your clients’ progress with ongoing worksheets, and view completed ones.
Completed worksheets-
- Once your client completes their worksheet, it will populate as a row in the “Completed Worksheets” section, and you will receive an email alert as well.
- Clicking the “review” button will show you a summary of potential inconsistencies in your client’s responses.
- The "view" button will take you to an editable version of the investor worksheet, which you can also access through the “Risk Assessments” tab.
Incomplete worksheets -
- If your client is in the process of completing their investor worksheet, you will see it populate in the “Incomplete Worksheets” section.
- In the case of spouses, if only one of them has completed their portion of the assessment, you can see which section is missing
- You will only receive an email alert once both spouses have completed their Investor Worksheets.
- Clicking “Import” will allow you to make an editable version of the incomplete assessment in case your client needs assistance completing it.
Clicking the “Create new worksheet link” button will take you to a page allowing you to create new Investor Worksheets and access the embed code to add Tolerisk as a widget on your website.
The video attached below will cover the features of the "Investor Worksheets" tab in more detail-