Understanding Risk Tolerance Questionnaires At Fidelity


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Understanding Risk Tolerance Questionnaires at Fidelity

What is Risk Tolerance?

Risk tolerance is an individual's level of comfort when taking on financial risks. Risk tolerance is unique to each person and is based on their financial situation, life stage, and financial goals.

What is a Risk Tolerance Questionnaire?

A risk tolerance questionnaire is a series of questions used to determine an individual’s level of risk tolerance. The answers to the questions provide financial advisors with an understanding of each individual’s level of risk.

Why is it Important to Understand Risk Tolerance?

It is important to understand an individual’s risk tolerance in order to create a financial plan that meets their goals and makes them comfortable. A financial advisor can use the answers from the questionnaire to create a portfolio that is tailored to each individual’s risk tolerance.

How Does Fidelity Use Risk Tolerance Questionnaires?

Fidelity uses the answers from the risk tolerance questionnaire to recommend specific investments that may fit the individual’s financial goals and risk tolerance. These investments may include stocks, bonds, mutual funds, exchange-traded funds, and other products.

How Can I Take a Risk Tolerance Questionnaire at Fidelity?

You can take a risk tolerance questionnaire at Fidelity by visiting their website or by speaking with a financial advisor. The questionnaire is designed to assess a person’s risk tolerance and provide them with an understanding of their financial situation.


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