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IBKR Client Risk Profile

The IBKR Client Risk Profile tool is designed to help Advisors determine the most suitable investments for their clients, based on each client’s risk capacity, risk need and risk tolerance. This information is collected through the distribution of a custom-designed client questionnaire. Advisors can view the scores through the Advisor Portal, and can even create custom pre-trade allocation groups and profiles from the scores in TWS to place orders and allocate trades for clients with similar risk profiles.

The tool comprises three main functions:

Questionnaire Editor: Craft a custom client questionnaire designed to help identify your clients’ risk capacity, risk need and risk tolerance. Client responses result in a personalized "Risk Score" you can use to determine suitable investment vehicles appropriate to the client's overall risk tolerance.

Score Builder: Customize Risk Score Values for specific questions, create your own Risk Score scale, and choose the scoring calculation method for client score outcomes that complements that way you do business.

Score Viewer: View your clients' overall Risk Tolerance scores.

Note: To use the tool you must first submit a support inquiry to our Financial Advisors Services team to enable this feature for your account.

Find out how to submit a request to enable the tool for your account, create and edit a questionnaire, modify score values and more.

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