calculateSuitability
clientID *
developerAPIKey *
Account ID *
Risk Profile *
1
2
3
4
5
Investment Experience *
1
2
3
4
5
Investment Objective *
Primarily on Capital Preservation
Both Capital Preservation and Growth
Primarily Focused on growth
privOffExperience
1
2
3
4
5
pctPrivSecurities *
pctIlliquidSecurities *
pctLiquidSecurities *
pctRealEstate *
TimeHorizon *
Education *
High School or GED
4 Year College or University
Graduate Degree
Other
Financial Advisor *
Yes
No
Notes
Additional Notes