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Earliest Withdrawal

1. I plan to begin withdrawing money from my investments in:

Portfolio End Date (from Earliest Withdrawal)

2. Once I begin withdrawing funds from my investments, I plan to use all of the funds in:

Investment Knowledge

3. I would describe my knowledge of investments as:

Investment Objective

4. When I invest my money, I am:

Current Portfolio

5. Select the investments you currently or have recently owned:

Flight Trigger

6. Consider this scenario:

Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?

Volatility Tolerance

7. Review the chart below.

We’ve outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?


* The figures are hypothetical
Plan Average annual return Best Case Worst Case
7.2% 16.3% -5.6%
9.0% 25.0% -12.1%
10.4% 33.6% -18.2%
11.7% 42.8% -24.0%
12.5% 50.0% -28.2%
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