THE INTELLIGENT INVESTINGASSESSMENT Questions to Open Account Personal InformationFinancial SituationInvestment GoalsRisk & RetirementSubmit1. Full Name2.2. Marital Status: Single Married Divorced Widowed3. Date of BirthPreviousNext4. Employment Status: Employed full-time Employed part-time Self-employed Unemployed Retired Student5. Annual Income: Under $49,999 $50,000 – $74,999 $75,000 – $99,999 $100,000 – $149,99 $150,000 or more6. Total Savings and Investments (excluding primary residence): Less than $25,000 $25,000 – $49,999 $50,000 – $99,999 $100,000 – $249,999 $250,000 +PreviousNext7. Primary Investment Goal: Retirement savings Saving for a home College savings Building wealth Future Event (vacation, wedding, etc) Emergency fund8. When will you need to spend this investment? Less than 3 years 3-5 years 6-10 years More than 10 yearsPreviousNext9. How would you describe your investment experience? None Limited Moderate Extensive10. If your investment lost 10% of its value in a month, what would you do? Sell all of the investment Sell a portion of the investment Keep all of the investment Buy more of the investment11. What is your primary concern when investing? Preserving my capital Earning a steady income Achieving moderate growth Maximizing returns with high growth12. Targeted Retirement Age Under 55 55-64 65-74 75 or olderPreviousNextEmailPhoneThis site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Previous Submit
