updateSuitability
clientID *
developerAPIKey *
Account ID *
Risk Profile
Select
1
2
3
4
5
Investment Experience
Select
1
2
3
4
5
Investment Objective *
Primarily on Capital Preservation
Both Capital Preservation and Growth
Primarily Focused on growth
privOffExperience
Select
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