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Investor Onboarding · Questionnaire

Investor Risk Profile Questionnaire

A short questionnaire about time horizon, loss tolerance and experience that helps start a conversation about risk.

Use This Template Free Preview

Cloud theme

formbuilder.ai/f/investor-risk-profile-questionnaire

Investor Risk Profile Questionnaire

Full name

· · ·

Email

· · ·

How long until you expect to nee

Submit

A short questionnaire about time horizon, loss tolerance and experience that helps start a conversation about risk.

9 Questions

~3min To complete

Free Included on every plan

Field types Single Choice ×7 Full Name Email

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Your profile 9 questions

Your risk profile

1 Full name * Full Name

2 Email * Email

3 How long until you expect to need this money? * Single Choice

4 If your holdings dropped 20% in a year, what would you most likely do? * Single Choice

5 How much investing experience do you have? * Single Choice

6 What is your main goal? * Single Choice

7 How much of this money could you leave untouched for 5 years? * Single Choice

8 How would you describe your income stability? * Single Choice

9 How comfortable are you with ups and downs in value? * Single Choice

This questionnaire is for information only and is not investment advice.

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.

Ready-to-use structure — pre-configured fields out of the box
Applied "Cloud" theme — fonts, colors, and layout already set
Mobile-responsive — works on every device without extra configuration
Fully editable with drag-and-drop — change anything in seconds
Included on every plan — try it free for 7 days

Use this template

Included on every plan. Open in the editor, customize, and publish in minutes.

Use This Template Free Preview the form

Category Finance & Lending

Subcategory Investor Onboarding

Theme Cloud

Badge Questionnaire

Price Free

Coding required None

Tags

Finance Lead capture

Make it match your brand — choose from 5 designer themes or fully customize colors, fonts, and layout.

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