Need a hand?

Robo-Advisor customers complete a suitability questionnaire as part of the in-app sign-up process (read this FAQ to learn more about opening a Robo-Advisor account).

The questionnaire focuses on:

• Your individual financial situation
• Risk tolerance
• Investment experience
• Knowledge
• Objectives

After you complete the suitability questionnaire, you’ll receive your suitable model portfolio and its composition. Read this FAQ to learn more about model portfolios.

How are the questionnaire answers used?

Your information will be used to create an investment strategy and model portfolio that aligns with your financial situation, risk tolerance, investment experience, knowledge, and objectives.

Under Article 25(2) of Directive 2014/65/EU, as a regulated investment firm, Revolut Securities Europe UAB is responsible for conducting an assessment of the above information to determine which products are most suitable for you.