Getting Started

 

Common Questions When Getting Started

  • How do I send the questionnaire to a colleague or client? Use the shareable link at the bottom of the client dashboard or email out the questionnaire by clicking "Add New Client" from the dashboard.
  • What is the methodology behind the questionnaire? Read more here.
  • Is Pocket Risk compliant? Yes read more here.
  • How do I add my team members? Go "My Account" at the top of your account and click on "Manage Users"
  • Where can I can I add my branding and model portfolios? Here and here.
  • What happens after my free trial has ended? You will be billed based on the credit card you used to sign up. You can cancel at anytime.

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