To ensure the bank can provide you with more appropriate investment recommendations, if your previously completed risk assessment has expired, you must complete a new risk assessment before proceeding. You will be notified to update your information and can follow the steps below.
For Mutual Funds
Step 1
Select "Mutual Fund" from "All Menu"
Step 2
Choose "Suitability"
Step 3
Select "Renew"
Step 4
Complete the assessment and click "CONFIRM"
Step 5
View the assessment results and click "NEXT"
Step 6
The assessment is successfully completed, click "DONE"
For Government Savings Bonds
Step 1
Select "Mutual Fund" from "All Menu"
Step 2
Choose "Suitability Test"
Step 3
Select "New Suitability Test"
Step 4
Complete the assessment and click "AGREE"
Step 5
The assessment is successfully completed, click "DONE"
For Debenture/Equity
Step 1
Select "Debenture/Equity" from "All Menu"
Step 2
Choose "Suitability Test"
Step 3
Select "New Suitability Test"
Step 4
Complete the assessment and click "CONFIRM"
Step 5
The assessment is successfully completed, click "DONE"
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