Robo-Advisor Onboarding Questionnaire

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
• Risk Tolerance (dropdown selection, required) — options: Conservative (low risk, stable), Moderately Conservative, Moderate (balanced), Moderately Aggressive, Aggressive (high risk/reward)
• What would you do if your portfolio dropped 20% in a month? (dropdown selection, required) — options: Sell everything, Sell some, Do nothing, Buy more
• ESG Preference (checkboxes, optional) — options: Exclude Fossil Fuels, Exclude Weapons, Exclude Tobacco, Prioritize Social Impact
• Employment Status (dropdown selection, required) — options: Employed, Self-Employed, Retired, Student, Other