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BQ Advisory
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BQ Performance
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Individual dashboard and the Behavioral Performance Report
Updated2025-02-04
Step 1: Log in to the BQ Portal
If you are not already logged in, click here to sign in with your credentials.
Step 2: Select a participant
Select a participant from the participant list.
To find a specific participant, enter their first and/or last name in the search box at the top left.
To select a participant, click on the row displaying the participant’s name. You will be redirected to their dashboard.
To view a participant’s results dashboard and download their report, the participant must have completed at least one interaction.
- The dashboard offers a profile of the participant’s characteristics, predicts future behaviors, and provides comprehensive insights regarding their performance drivers and behavioral risks.
- The Behavioral Performance Report is a 34-page downloadable PDF with key results for the participant, including instructions on how to improve as a financial decision-maker.
Step 3: View the dashboard and download the report
On the dashboard, use the navigation bar on top (1) to switch between different views. To download the Behavioral Performance Report, click the corresponding button (2).
Other Results
See this article for instructions on viewing other results.
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