Advisor Disclosure Form

RiskDX will automatically attach your advisor disclosure form to the relevant emails, so you don’t have to worry about sending this out.

If your Advisor Disclosure Form is in ThinkPort it should automatically be uploaded to RiskDX. Also you may want to change this form as we recommend that you don’t require a signature on this form, which is optional for the Disclosure Requirements.

If it is not uploaded the steps below show how to add it, but don’t worry we will do this with you on the introduction call.