This interactive guide is designed to assist with your Risk Profile Questionnaire review, making the experience easy and efficient.
Once logged in, click on the “SUMMARY” tab under the ExO Direct offering.
Locate and click the “Risk Profile” button. Note, this step will need to be completed for each account you own.
Click “Review” to review the current Risk Profile Questionnaire.
Review the questionnaire. Has anything changed? If yes, make the necessary adjustments.
Click “preview” to view the recommended investment.
If comfortable with the recommended investment, click submit.
Once you have reviewed and submitted your new risk profile(s) we will forward you a prepared Know Your Client (KYC) form to review, sign and return.
Contact Us
If you need more information please call the MD Exo® Direct Advisory team at 1 800 267-2332 and choose option 4 when prompted.