Frank now has a chat-based Risk Tolerance assessment. When it comes to investing, it’s important to know your risk tolerance when providing advice. If you ask Frank for advice that he needs this for, he’ll prompt you to complete it before continuing.

The questionnaire has 8 questions and only takes a couple of minutes.

To proactively complete it, you can visit Settings → Compliance.

Once completed, you can retake the questionnaire any time.