Some clients may not be comfortable with using technology to complete their risk assessments. In such cases, you have the option to download a printable version of the Willingness section of the Tolerisk assessment.
To access the PDF which you can print -
- Head to the Investor Worksheets tab.
- Click the “Create New Worksheet Link” button.
- Scroll to the bottom of the page, and select your assessment type under the “Willingness PDF” section. (Keep in mind that for the Pro assessment, you can select either one of these options, depending on how many questions you want to show to your client.)
- Click “Download PDF”. You can then find the Willingness PDF in the downloads folder of your system or browser, which you can print and ask your clients to complete.
The video below highlights the steps mentioned above -