--- title: How Dealers Can Use the Suitability Questionnaire description: Customize the investor onboarding experience by setting your own suitability questions. --- [Skip to content](https://learning.addyinvest.com/how-dealers-can-use-the-suitability-questionnaire#main-content) English Show submenu for translations ![addy logo.png\]](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/addy%20logo.png?height=40&name=addy%20logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to addyinvest.ca](https://addyinvest.ca/) [Go to addyinvest.ca](https://addyinvest.ca/?hsLang=en) Hello 👋 How can we help you? - There are no suggestions because the search field is empty. 1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en) 2. [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en) # How Dealers Can Use the Suitability Questionnaire ## Customize the investor onboarding experience by setting your own suitability questions. The Suitability Questionnaire lets you, as a dealer, create and manage the questions investors must answer before they can invest in your opportunities. Think of it like a customizable intake form — you decide what’s important to ask, and the system will present your set of questions to investors. 👉 **Note:** If you don’t add your own questions, the platform will default to the standard system questions. The moment you add even one question, the platform switches to using *your* set — whether that’s one, five, or more. #### Where to Find It 1. Log into your dealer account. 2. Navigate to **Suitability Questionnaire** in your dashboard. 3. You’ll see an index page listing your current questions (if any). From here, you can: - **Add Question** – Create a new question. - **Edit** – Update an existing question. - **Delete** – Remove a question. ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202025-09-04%20at%209-59-31%E2%80%AFAM-png.png?width=688&height=308&name=Screenshot%202025-09-04%20at%209-59-31%E2%80%AFAM-png.png) #### Adding a New Question When you click **Add Question**, you’ll see the form with the following fields: ![](https://learning.addyinvest.com/hs-fs/hubfs/Screenshot%202025-09-04%20at%209-59-42%E2%80%AFAM-png.png?width=688&height=386&name=Screenshot%202025-09-04%20at%209-59-42%E2%80%AFAM-png.png) ### Field Guide - **Choose template question** Select from a list of predefined questions with ready-to-use wording and options. Handy if you want a quick starting point. - **Unique Key Identifier** A system-friendly label for your question. It must be unique, with no spaces. Example: `investment_timeframe_corp`. - **Sort Order** A number that controls where the question appears in the sequence. Example: `1` for the first question, `2` for the second. - **Category** Decide whether the question should display for **corporate** investors, **individual** investors, or both. - **Question** The actual text that investors will see. Example: “What is your anticipated investment time frame?” - **Input Type** Choose the answer format: - Multiple Choice - Number Input - Yes or No - Multiple Choice (Searchable) - Text Input - Custom - **Options** If you selected Multiple Choice, list the possible answers. Example: “Short term (1–3 years), Medium term (3–7 years), Long term (7+ years).” - **Default Answer** Pre-populate a choice if you want an answer selected by default. This is optional. - **Explain Further For Answer** Flag an answer that requires more detail. Example: For a Yes/No question like “Do you plan to borrow money in order to make this investment?”, you could require an explanation if the investor selects “Yes.” - **Explain Further Helper** Add a short note to guide the investor when they’re asked to explain. Example: “Please provide details about the source of borrowed funds.” #### Edge Cases to Know - ❗ If you only add one question, investors will only see that one. - ✅ You can mix categories (corporate vs. individual) — each investor only sees the set that applies to them. - 🗑 Deleting a question removes it from future investor sessions, but doesn’t erase past responses already saved in the system. - [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en#main-content) - [General](https://learning.addyinvest.com/information-for-members?hsLang=en#general) - [Distributions](https://learning.addyinvest.com/information-for-members?hsLang=en#distributions) - [Fees and Expenses](https://learning.addyinvest.com/information-for-members?hsLang=en#fees-and-expenses) - [Your addy Account](https://learning.addyinvest.com/information-for-members?hsLang=en#your-addy-account) - [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members?hsLang=en#exempt-market-dealer-funding-portals) - 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