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Risk Profile Questionnaire

A short self-assessment that shows how your comfort with risk compares with your ability to take it. It suggests no product and no investment mix.

  • No sign-up
  • No cost
  • Nothing saved or sent

What kind of saver are you?

Nine quick questions to help you understand your own comfort with financial risk. Nothing is saved and nothing is sent. Your answers stay in your browser.

  1. 01 When do you expect to start using this money?
  2. 02 How much of your overall savings does this money represent?
  3. 03 How would you describe your experience with investing and financial markets?
  4. 04 Which of these sounds most like you?
  5. 05 If an unexpected expense came up tomorrow, could you cover it without touching this money?
  6. 06 If the value of your savings dropped 15% over a short period, what would you most likely do?
  7. 07 How do you feel about the long-term outlook for the economy?
  8. 08 On a scale of 1 to 10, how comfortable are you with taking financial risk?
  9. 09 Below is a chart showing three hypothetical accounts, each with its best year and its worst year. Which would you be most comfortable holding?
    • Best Year
    • Worst Year
    These figures are hypothetical and are shown only to illustrate the trade-off between growth and volatility. They do not represent any actual product.

This questionnaire is for educational purposes only. It is a general reflection of how you answered nine questions and nothing more. It is not financial advice, not a recommendation, and not a suitability determination. It does not consider your full financial situation, and no product should be chosen on the basis of this result. Please speak with a licensed professional before making any financial decision.

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