Risk Assessment
& Investment Policy Tool
Your first step towards financial wellness
Before you proceed, we recommend checking out these pages:
After creating your account, choose between the free or paid versions:
- Free version: Select the Basic plan (2-4 mins) or the Advanced plan (30-45 mins).
- Paid version: Choose from Core, Insight, or Essential plans. You’ll need to sign an investment advisory agreement. The entire process is online, and more details will be available after you sign up.
