Robo-Advisor Onboarding Questionnaire — Form Fields
This finance template includes 11 fields. Onboard new robo-advisor clients with risk tolerance, goals, and investment preferences. Free to customize and use on ZenBuild.
Full Name (text, required)
Email Address (email, required)
Date of Birth (text, required)
Primary Investment Goal (dropdown selection, required) — options: Retirement, Wealth Building, Emergency Fund, Home Purchase, Education, Other
Initial Investment Amount ($) (number, required)
Monthly Contribution ($) (number, optional)
Investment Time Horizon (dropdown selection, required) — options: Under 2 years, 2-5 years, 5-10 years, 10-20 years, 20+ years