Editing Questionnaire Responses After Submission

In most client accounts, the ability for users to edit their questionnaire responses after submission is enabled at the user level by your firm's compliance administrator. If this is enabled for your account, you may return to a completed questionnaire at any time to review and update your responses.

Note: Questionnaire Edit Ability is controlled at the account level per user by your firm's Client Administrator(s). If you are unsure whether this feature is enabled for your profile, contact your compliance team or program administrator.

Any changes made to a completed questionnaire are logged as a modification, and your compliance department will automatically be notified of the updates.

How to Edit a Completed Questionnaire

1. Navigate to the Questionnaire tab at the top of your user profile page.
2. Locate the completed questionnaire you wish to update from your profile homepage.
3. Click View Results to access your previously submitted responses.
4. Review your completed responses by question. From here, you will see the following options for each response (only visible if Edit Ability is enabled for your profile):
   • Edit Response
   • Add Comment
   • Attach Files
5. Click Edit Response below the question you wish to update.
6. Make your changes and click Update to save and resubmit your response.  An automated email notification will be sent to your compliance team confirming the modification.

Unable to Edit Your Responses?

If you do not see an Edit Response button, edit ability may not be enabled for your profile. Contact your compliance team or program administrator to request access — this setting can be managed directly from their Client Administrator access within the platform.