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.