The Investor Profile Questionnaire screen is accessed by selecting the Add or Edit buttons on the IPQ Questionnaires screen, as described in the previous section.

Individual tabs are included for displaying the configured IPS questions for class code types of risk tolerance, investment time horizon and primary investment objective. In addition to the tabs for the configured questions, there will be one separate tab to display the KYC related questions that are not configurable in R•Broker Administrator.

Only IPS questions for the Risk Tolerance class, Investment Time Horizon class and Primary Investment Objective class with an active status will be displayed on these screens when adding a new IPQ. For existing records, inactive questions and responses that were previously selected will continue to be displayed. If there are no active configurable questions for any of the respective classes, no tabs will be displayed for them. The fields on the KYC Questions screen will always be available.