Setting Up an IPS Questionnaire
Use this feature to set up an IPS questionnaire. The text of the questions for the investment objective, the sequence of the questions and the allowable responses for each question are determined by the IPS Questions configured in R•Broker Administrator.
The feature begins with the IPS Questionnaires summary screen where any IPS questionnaires that have been done by this account previously can be viewed. From this screen, an operator can choose to edit an existing questionnaire (Edit button) or create a new questionnaire (Add button).
The following 3 tabs are a part of IPS Questionnaire screen:
• Primary Investment Objective
• Investment Time Horizon
• Risk Tolerance
To access the IPS questionnaire
1. Follow the procedure Viewing Account Information.
2. On the Account Overview screen, click 
. The IPS Questionnaires screen appears displaying all IPS questionnaires that have been added to this account.
. The IPS Questionnaires screen appears displaying all IPS questionnaires that have been added to this account.Note:
The table does not display pending Account Application records.
Note:
Active records will always appear first on the table, with all inactive records sorted by last changed date thereafter.
3. If you want to edit an existing questionnaire, click the Edit button for the questionnaire that is to be modified, or if you want to add a new questionnaire, click Add. In both cases the IPS Questionnaire screen appears.
4. Select a response for each question, then click Next to move to the next tab.
5. After an option button for each question has been completed, click the Submit Now button on the Risk Tolerance tab. The Asset Allocation Models screen appears.