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Dashboard, Dashboard Screen # 30
Alpaca Account - Yes
Risk Profiling -…
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Dashboard Screen # 30
Alpaca Account - Yes
Risk Profiling - Yes
General Investing - Yes
Savings Plan - No
Goal Planning - No
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Dashboard
Alpaca Account - Yes
Risk Profile - Yes
General Investing - Yes
Savings Plan - Yes
Goal Planning - No
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Dashboard
Alpaca Account - Yes
Risk Profile - Yes
General Investing - Yes
Savings Plan - Yes
Goal Planning - Yes
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Dashboard
Alpaca Account - Yes
Risk Profiling- No
Savings Plan - No
General Investing - No
Goal Planning - No
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Dashboard
Alpaca Account - Yes
Risk Profiling - Yes
Savings Plan - No
General Investing - No
Goal Planning - No
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Please note that we will need Alpaca Account to perform txs. Means, even if the user proceeds with General Investing/Goal Planning, we will save the data, but re-direct the user to Account Opening Screen
Please note that for a user to subscribe to Model Portfolios/General Investing, completion of Risk Profile is mandatory