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.
- Where can I reset my password? Click here.
- 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".