How to see a client’s risk profile
To see a client’s risk profile in Rabbit Invest, look for the risk badge under the client’s name. For the detail, open the Manage tab and expand Risk Profile in Onboarding. You will see the risk type on record and every answer the client gave.
Steps
Find the risk badge under the client’s name
The risk type shows on the client page.
Open the Manage tab
Onboarding details live here.
Expand Risk Profile in Onboarding
The full profile opens.
See the risk type on record
For example, aggressive or moderate.
Read every answer
Each answer is saved with the profile.
If something does not work
How does a client take the risk profile quiz?
Clients take it in the Rabbit Invest app. See the client app guide on finding your investment personality.
