How to complete your risk profile

There are a couple ways to make sure your risk profile has been set.

Option 1: Directly in the AI Advisor Chat

1. When you start interacting with AI Advisor, it may prompt you to complete the risk profile questionnaire at the right time in the conversation.
2. Simply follow the on-screen prompts to answer the questions and set your preferences.

Option 2: From Your Profile Settings

1. Log in to your Origin dashboard.
2. Click the gear icon in the upper-right corner to open Profile Settings.
3. Scroll to the Risk Profile section.
4. Answer the short set of questions about your goals, investment comfort, and time horizon.
5. Save your responses — AI Advisor will immediately begin tailoring its advice to your profile.

Note: If you share a plan with a partner, each person can (and should) have their own risk profile. AI Advisor will always use the logged-in user’s profile when giving recommendations.