Home SIMPLE IRA Plan Setup Can I retake the risk tolerance assessment if I am not satisfied with the recommended investment portfolio?

Can I retake the risk tolerance assessment if I am not satisfied with the recommended investment portfolio?

Last updated on Sep 18, 2024

Yes. You can take up the risk tolerance assessment again if you are not satisfied with the recommended investment portfolio.

To take the assessment again, go to the dashboard > click ‘Investment Portfolio’ under the ‘Investment’ section > select the ‘Click here’ option to proceed with retaking the assessment.