Frequently Asked Questions

Frequently asked questions about Pocket Risk...

  • Where can I get a blank copy of the questionnaire to print? You can find this at the bottom of the client dashboard. Click here. If you use a blank questionnaire you will need to score the results yourself by inputting the clients results.
  • How can I speak to someone at Pocket Risk?  Call +1 917 563 2502.
  • What integrations does Pocket Risk have? Redtail CRM with more to come.
  • Can I integrate my model portfolios into Pocket Risk? Yes, visit here.
  • Is Pocket Risk compliance approved by my Broker-Dealer? Probably, we have advisors using our software at LPL, Cambridge Investment Research, Raymond James and many others.
  • Does Pocket Risk have a questionnaire for my country? We can probably make it. Contact us at [email protected]
  • How do I add more users to my Pocket Risk account? Log in and go to the "My Account" page then click on "Manage Users".

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