How to Complete a Questionnaire

Navigate to the Questionnaire tab at the top of your user profile page.

Note: The Questionnaire tab is only visible to users with an active Questionnaire assignment in their profile. If you do not see this tab, contact your firm administrator.
Click Begin next to the questionnaire you wish to complete.
Some questionnaires include a pre-questionnaire workflow that requires users to first review and complete a series of forms covering related compliance details, disclosures, and/or policy attestations. If applicable, each section of this workflow must be completed in full before you can proceed to the questionnaire itself.
Work through each question from beginning to end, selecting or providing a response before advancing to the next question.

Note: Your progress is automatically saved as you go. If you need to step away, you can exit and return to your profile at any time to pick up where you left off — you do not need to complete the questionnaire in a single sitting.

Best Practice: Avoid switching between browser tabs or using your browser's back arrow while actively working through a questionnaire. Doing so could cause session or browser/cookie issues that may sign you out of your session or affect your saved responses.
Click Submit at the final question to finalize your submission. Your compliance department contact will automatically be notified upon completion.

Learn how to complete any questionnaire that has been assigned to your user profile.