Investor Profile Questionnaire—Risk Questions tab

R-Desktop : Working with Accounts : Setting UP an IPQ Questionnaire : Investor Profile Questionnaire : Investor Profile Questionnaire—Risk Questions tab

The Risk Questions tab is the first tab displayed when entering the screen, provided there are active IPS questions configured for the Risk Tolerance class.

Note:

For all Risk Questions, Time Horizon and Investment Objective screens, the questions will be displayed in numeric order based on the number assigned to each active question.

Field	Type	Description
Response (List 1)	drop-down list	Fields indicated by {} in the table below are dynamic fields that will depend on the IPS Questionnaire configuration in R•Broker Administrator. The Risk Questions tab displays the descriptions for the active Risk Tolerance questions #1 and #2, as well as the applicable responses. Field displays the inactive response if it was selected previously for an existing record. The ordering of the responses after the 'Blank' value will be determined by the order they are entered on the Response screen in R•Broker Administrator.
Response (List 2)	drop-down list	Same as Response (List 1)
Response (List 3)	drop-down list	List includes the description for the allowable active response(s) for the question, and the respective score assigned to the active response in brackets '()'. Field displays the inactive response if it was selected previously for an existing record. The ordering of the responses after the 'Blank' value will be determined by the order they are entered on the Response screen in R•Broker Administrator.
Response (List 4)	drop-down list	Same as Response (List 3)
Response (List 5)	drop-down list	List includes the description for the allowable active response(s) for the question, and the respective score assigned to the active response in brackets '()'. Field displays the inactive response if it was selected previously for an existing record. The ordering of the responses after the 'Blank' value will be determined by the order they are entered on the Response screen in R•Broker Administrator.
Response (List 6)	drop-down list	Same as Response (List 5)
Next	button	Opens the next tab screen. When selected, a message is sent to the server to validate the responses on the tab to ensure there are no unsuitable conditions. If no unsuitable conditions exist, then the operator will be moved to the next tab screen. If an unsuitable condition exists, an error will be returned.
Close	button	Closes the dialog without saving changes.