Help Center

Financial Questionnaire

Page referenced in this article: Financial Questionnaires.

The Financial Questionnaire (FQ) is a secure, step-by-step form you can use to collect detailed financial information from prospects and clients. Once a contact submits the questionnaire, you can review it and verify it. After verification, LeadCenter automatically updates the contact record with the submitted details — including spouse information and financial data like income, assets, and liabilities — so you don’t have to manually re-enter data.

• Secure client experience with email verification (two-step authentication).
• 13-step questionnaire covering contact info, family, cash flow, assets, liabilities, risk/goals, and more.
• Save and resume — clients can complete it at their own pace.
• Real-time visibility — you can view progress while the client is filling it out.
• Review, edit, and verify — verify to map entries into the contact record.
• Preview & Print — generate a print-friendly report of a submission.
• Document uploads — clients can upload supporting documents through the portal.
• Custom domain (optional) — host the portal on a branded URL (for example, fq.yourcompany.com).

Where to Find It

From the left navigation

1. In the left sidebar, click FQ to open the Financial Questionnaires list.

Note: The FQ menu item is available on Financial Advisor accounts.

From a contact record

1. Open a contact.
2. Go to Financials → Financial Questionnaire.

How to Use

Workflow:

Send the questionnaire to a contact

There is no “Send” button. Each contact has a unique FQ link that you share with them.

• Option A: Copy the link from the contact
  1. Open the contact record.
  2. Go to Financials → Financial Questionnaire.
  3. In the header, find the public FQ URL and click the copy icon.
  4. Paste the link into an email or text message.
• Option B: Copy the link from the FQ list
  1. Go to FQ from the left navigation.
  2. Find the contact in the list.
  3. Use the URL column to open or copy the link.
• Option C: Use the email shortcode (recommended)

  When composing an email to a contact inside LeadCenter, include the shortcode [[fq_url]]. LeadCenter will automatically insert the contact’s unique FQ link when the email is sent.

Important: Each contact has a unique questionnaire link. Do not send the same FQ link to multiple contacts.

What the contact experiences

• Email verification — the client requests a one-time code sent to their email and enters it to access the questionnaire.
• Save and resume — they can save progress and return later.
• Review & submit — on the final step, they review their entries and click Submit.
• Session timing — once verified, the client session remains active for up to 12 hours.

Where to Find Results

On the FQ listing page

The Financial Questionnaires list helps you manage all submissions. You can search and filter by status (Draft, Submitted, Verified), contact owner, month, and year.

On the contact record

Open the contact and go to Financials → Financial Questionnaire to review status and take action. You can also see helpful timestamps such as when the client opened the questionnaire and when they last updated it.

Verification

Verification is the step that writes questionnaire entries into the contact record. Only questionnaires in Submitted status can be verified.

1. Open the contact and go to Financials → Financial Questionnaire.
2. Click Verify.
3. Add your Notes (required).
4. Click Verify Submission.

Tip: Use Preview & Print to review the full submission before verifying.

After verification, LeadCenter will:

• Update the contact record with verified entries, including spouse details and key financial information (income, assets, liabilities, and more).
• Create or update a spouse contact record (when applicable) and link the relationship.
• Record Verified by and Verified at for audit history.

Document Uploads

Contacts can upload supporting documents through the questionnaire portal. Uploaded documents are linked to the contact’s record in your document storage area for easy access.

Templates

Use these shortcodes in your templates:

• Financial Questionnaire link: [[fq_url]]
• Secure document portal link: [[dms_url]]

Host the Secure Client Portal on Your Domain

LeadCenter can host the Secure Client Portal on a branded URL using your domain (for example, fq.yourcompany.com). This gives clients a trusted, familiar link for accessing:

• The Financial Questionnaire
• Secure document uploads

Follow these steps to enable the portal on your domain:

1. Add the following DNS record to your domain:
   TYPE: CNAME
   NAME: fq
   CONTENT: fq.leadcenter.ai
   TTL: Auto
2. Email support@leadcenter.ai with your domain details and the host name you used (for example, fq) to request SSL installation.
3. LeadCenter Support will install the certificate within three business days.

Each client receives a unique portal URL. For example, the document upload area may look like:

fq.yourcompany.com/UNIQUE-NUMBER/dms/documents

This unique number is different for each contact.

Note: We recommend using the host name fq, but you can use any host name you prefer.

Troubleshooting

• The client didn’t receive the verification code: Confirm the contact’s email address is correct and ask the client to check spam/junk folders. They can request a new code if needed.
• I don’t see the Verify button: The questionnaire must be in Submitted status. Draft questionnaires can’t be verified.
• I need to correct answers before verifying: Use Edit to update the submission (as long as it has not been verified yet), then verify.
• A verified submission was deleted: Deleting a submission does not undo the data that was written to the contact record during verification.

FAQs

Can I edit a questionnaire after it has been verified?

No. Once verified, the questionnaire cannot be edited. Use Preview & Print to review before verifying.

Can a client submit without completing every step?

Yes. A client can submit without completing every step. You can review step completion status on the contact’s Financial Questionnaire tab.

Can I fill out the questionnaire on behalf of a contact?

Yes. If available on the contact’s FQ tab, use Edit Submission to pre-fill or enter information on behalf of the contact.

Need help? Contact support@leadcenter.ai.