Adding Risk Profiles - SPA

Risk profiles are recorded at the household client level. 

To add risk profiles for a client:

1. Navigate to the household client that you wish to record a risk profile for.
2. Click the Goals & Strategy icon  in the vertical nav. 
3. Click the Risk Profiles sub tab.
4. Click the  icon to add a risk profile.
5. Complete the fields (required fields will appear in red)
6. Click Save.