Finance & Insurance
Robo-Advisor Investor Onboarding form template
An onboarding questionnaire that profiles the investor's goals, time horizon, and risk tolerance to recommend a diversified portfolio. Verification and a signed advisory agreement keep the flow compliant end to end.
Auto-rebalancingLow fees
What’s in the box
Risk profiling
A guided matrix maps comfort with risk to an appropriate allocation.
Verified investor
Email OTP confirms identity before the advisory relationship begins.
Signed and ready
Investors review and sign the advisory agreement digitally.
Perfect for
- First-time investors
- Retirement goal investing
- Taxable brokerage setup
- Portfolio rebalancing
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