How to Customize Investor/Account Questionnaires (Add Field, Add Form Questions, Collect Investor Information, Intake)

Collecting the right information from users is one of the most important steps in the investment process. So we give you full control over configuring these forms.

This article will cover:

• Navigation
• Form Types
• Customizing Fields
• Additional Field Functions

Navigation

To customize the forms in the platform, start by: 

1. Selecting Platform from the left menu
2. Clicking Forms

Form Types

On the Forms page, there are five different form types.  The following three form types are generated based on account type:

• Individual Investor
• Institution / Entity
• Issuer
  • For example, when a user from an Individual account is logged into the platform, the Individual forms will be generated for them to complete
    

Within these form types, forms are separated to allow for further customization of the Investor Flow: 

Account: 

• Account forms generally collect basic details about users, such as contact information

Profile:

• Profile forms typically collect information about a user's background and activities

The Offer form type is available on specific offers, and will display to any users who have access to view the offer.  

The User form type can be used to collect additional details when a new user is added to an account.  

Customizing Fields

To customize fields, you can either: 

Add a New Form:

Clicking the plus icon available next to all form types will create a brand new form

Edit Form:

Clicking on any form will allow you to add, update, or remove fields from an existing form

• Add
  1. Click Add Field 
  2. Select the Field Type you want to add
  3. Fill in field details
  4. Click Save
     
• Update
  1. Click on any field
  2. The Editor will open to allow you to change any field details
  3. Click Save
     
• Remove
  1. Click the trash can icon to remove fields
  2. Click Save
     

Additional Field Functions

Conditional Logic:

• Conditional logic allows you to hide or display fields/sections based on a user's response to a previous selection
  
  1. Click Add Field or edit an existing field
  2. Click Add Conditional Logic
  3. Use the drop-down menu to Select Field 
     • This will be the field that will trigger your new conditional field
  4. Use the drop-down menu to Select Value
     • This will be the response of the user that will prompt the conditional field to display or hide
  5. Click Save
     
     

Account Setup:

• Using the Add to Account Setup checkbox prompts the field to display when a user is first logging in to the platform
• For more information, click here
  
  

Existing Fields:

• The option to use fields on multiple forms is present to prevent duplication and to simplify field mapping
  1. Click Add Field
  2. Hover over a form type
  3. All available fields within the form will appear
  4. Click any field name
  5. Make any necessary edits
  6. Click Save
     
     
     

Requirements:

• Clicking the Required toggle on any field will prevent a user from moving forward until the field is completed
  
  

Visibility:

• You can use the Only Visible To drop-down menu to select who can view a form field
  • Admins: Only admin users can view the field, to collect information for internal purposes (for example: filtering)

    NOTE: If a new custom form is added and all sections/fields are set to Admins, the entire form will only be visible to admin users

  • Parent Accounts: If accounts are linked, only users belonging to the Parent Account will be able to view the field
  • Primary Account Users: Only users who have been designated as Primary in the account can view the field
    
    

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