- Go to My Account
- Go to Company
- Go to Form
You can choose two formats of forms :
- On-boarding forms to build a questionnaire
- DM profiler forms to build a robot advisor discretionary portfolio mandate
To view results make sure you activated your form, link the form to an active user with existing email, and filled hosting permission address correctly.
Answers will be received by email, can be seen on Call Report and from the Form setup page. Mouse over the three dots and click on Submitted Answers. A Call Report ID will be generated each time to facilite answers tracking and initiate a compliance KYC check.