Investment Policy Development
Questionnaire 

Joint Account - Two account holders. Can be one of these types: Tenants with Rights of Survivorship, Tenancy in Common, Community Property, or Tenancy by the Entirety.

Trust - A legally established entity in which assets are held by one party for the benefit of another party.

IRA - Individual Retirement Account, available to individual US tax residents only.

Corporate Account - A corporation, partnership, limited liability company or unincorporated legal structure.

What type of account will this be?

Outpace Inflation With Minimal Volatility (i.e. is Inflation 2-5%)

High Growth in Principal With a Long Term Horizon

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Protect your form from spam & bots with reCAPTCHA. Add this block just above your Submit button. <a href='{{link}}' target='_blank'>Learn more</a>.

Use this to offer a range of answers to a question. Respondents can select multiple answers.

Create smart forms based on your respondents' input. Jump to a page, calculate dynamic values, hide specific blocks and require answers. <a href='{{link}}' target='_blank'>Learn more</a>.

Add a divider to separate sections in your form.

Use this for a long list of answer options, like selecting your nationality.

Embed any online content: Google Maps, Calendly, GitHub Gist, online PDFs, Tweets, Figma files and more.

Embed audio from SoundCloud, Spotify, .MP3s and more. Insert this embed block and paste the audio URL or embed link.

Embed video’s from YouTube, Vimeo, Loom, .MP4s and more. Insert this embed block and paste the video’s URL or embed link.

Use this to collect files, like a portfolio or resume.

Big heading suitable for a title of main sections in your form.

Medium heading suitable for a title of smaller sections in your form.

Send custom data from your form link to your form submissions via URL query string parameters. <a href='{{link}}' target='_blank'>Learn more</a>.

Upload an image, add an image URL, or choose from Unsplash. Use images to visualize products or to personalize your form with your visual style.

Use this to allows respondents to pick a date in this format: Month Day, Year.

Use this to collect correctly formatted email addresses as answers. If someone tries to add text in the wrong format, they will have to try again.

Use this to collect correctly formatted links or websites.

Use this if you want a number as a response. Add a minimum and/or maximum number limit.

Use this to collect correctly formatted phone numbers.

Use this for short text answers. Add an answer label or placeholder text for guidance.

Use this to allow respondents to pick a time in this format: XX:XX

Add a text label to an input field and explain what type of answer you expect.

Use this for numeric answers on a scale, to measure client satisfaction for example. Adjust the scale size and add a scale label on the left, center and/or right.

Use this to group similar questions with the same answer options, where each question can be single or multiple select. This is useful when asking multiple questions with the same rating scale.

Use this to offer a range of answer options. Respondents can only choose one answer.

Use this to allow users to select multiple answers from a list of choices.

Add a new page to your form. Use this to create multi-step forms, or to create a custom Thank You page.

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Use this to add a question title and input field at the same time.

Use this to rank options in order of preference or importance. Respondents can drag and drop the options into the desired order.

Use this for a simple and visual way of rating things. Get to know your customers’ opinions about your product or service for example.

Detect the respondent’s country automatically based on their IP address. The country will appear in the submission data without storing or tracking any personal information.

Use this to collect electronic signatures for business contracts, agreements, waivers, etc. <a href='{{link}}' target='_blank'>Learn more</a>.

Use this to display any type of text. You can format it as you want and customize it to your needs.

Use this for long form answers without character limits.

Add a ‘Thank you’ page to your form. This is the page your respondents will see after submitting the form.

Add a title to a question in your form. For example: ‘Ready to join our team’ as a part of an application form.

Use this to effortlessly collect wallet addresses with Wallet Connect, providing a seamless and secure connection with the most popular crypto wallets.

Calculated fields

reCAPTCHA

Checkboxes

Conditional logic

Divider

Dropdown

Embed anything

Audio

Video

File upload

Heading 1

Heading 2

Heading 3

Hidden fields

Image

Date

Email

Link

Number

Phone number

Short answer

Time

Label

Linear scale

Matrix

Multiple choice

Multi-select

New page

Payment

Question

Ranking

Rating

Respondent's country

Signature

Text

Long answer

‘Thank you’ page

Title

Wallet Connect

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Change your email

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Check your email

Personalize the form links with your own domain. <a href='{{link}}' target='_blank'>Learn about custom domains</a>.

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Roll up your sleeves and let’s get started. It's as simple as one-two-three.

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Important Notice

Rename this form

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Works with SoundCloud, Spotify, MP3s and more

Works with YouTube, Vimeo, Loom, MP4s and more

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You can insert a question combined with an input field or just a question title.

Insert questions

Questions

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Form title

Type a question

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This question is untitled because the input field doesn't have a placeholder text, a label or a question title block above it. You can fix it by editing the form.

Schedule a date on which the form will be closed for new submissions.

Close form on a scheduled date

People won't be able to respond to this form anymore.

Close form

This is what the recipients will see if you closed the form with one of the options above.

Closed form message

Choose in what language the respondents will see your form. This applies to the text which is not customized by you e.g. default buttons, errors, etc.

Text direction

Language

Automatically jump to the next page when a question gets answered. Only works with one multiple choice, dropdown, rating or linear scale question per page.

Auto-jump to next page

Collect answers from people who filled in a part of your form, but didn’t click the submit button. You can't export partial submissions with integrations, nor enable email notifications.

Partial submissions

Enable this setting to require a password before respondents can access the form.

Password protect form

Ensure each respondent can only submit the form once by selecting a form field (e.g. email address, phone number, IP address) that will be used as a unique identifier. This allows our system to detect and prevent duplicate submissions.

Prevent duplicate submissions

The progress bar provides a clear way for respondents to understand how much of the form they have completed, and encourages them to continue until the end.

Progress bar

Redirect to a custom URL when the form is submitted.

Redirect on completion

Tally branding

Send a customized text email to respondents after form submission.

Respondent email notifications

Save answers of not-submitted forms, so respondents can continue from where they left off. The answers are stored in the local browser storage and never leave the respondent’s computer.

Save answers for later

Get an email when someone completes this form. You can fully customize the email's recipient(s), subject and message.

Self email notifications

Automatically delete form submissions after a set period. Enable this option to define how long submissions are stored before they’re deleted. When disabled, submissions will be retained until manually deleted.

Submissions data retention

Set how many submissions you want to receive in total.

Limit number of submissions

Use these options to embed your form into your own website.

Automatically hide the popup after the form is submitted. Optionally set a delay in seconds.

Fully customize the look of your forms with CSS code injection via your custom domain.

After the visitor submits the form, don't show the popup again

Automatically adjust the height of the embed to fit the form content.

Hide form title

Show the popup only once to the same visitor

Embed Form

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Share Link

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Form template

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No partial submissions

Collect answers from people who filled in a part of your form, but didn’t click the submit button. Capture data from lost leads, find drop off points and improve your conversion rates. You can't export partial submissions with integrations, nor enable email notifications.

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Share a form link, connect custom domains, and embed your form into your website or Notion page.

Easily share or embed

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Organize your team

This log keeps track of all submission sync requests that are sent to Airtable

Airtable events log

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To obtain the ID of your Airtable base, open the <a href='{{link}}' target='_blank'>Airtable API page</a> and click on the base that you want to use. You will find the ID of your base in the Introduction section.

Send submissions to Airtable. <a href='{{link}}' target='_blank'>Learn about Airtable integration</a>.

Map Tally to Airtable fields. It's crucial to type the Airtable field names exactly as they appear in your table e.g. Name, Notes, Status, etc. If you change a field name on Airtable, please update it here too, otherwise the integration won't work as expected.

It's crucial to type the table name exactly as it appears in your Airtable base e.g. Table 1. If you change the table name on Airtable, please update it here too, otherwise the integration won't work as expected.

Connect with Airtable

An optional name describing what the integration is used for

Connection name

This integration hasn't received any events so far.

No events yet

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Connect with Meta Pixel

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View and analyze traffic sources, visitor behaviors, time spent on your form, and more. <a href='{{link}}' target='_blank'>Learn about Google Analytics integration</a>.

Connect with Google Analytics

This log keeps track of all submission sync requests that are sent to Google Sheets

Google Sheets events log

Send your Tally form responses straight to Google Sheets. <a href='{{link}}' target='_blank'>Learn about Google Sheets integration</a>.

Connect with Google Sheets

This log keeps track of all submission sync requests that are sent to Notion

Notion events log

Send submissions to Notion. <a href='{{link}}' target='_blank'>Learn about Notion integration</a>.

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Connect with Notion

This log keeps track of every message sent to your Slack channels

Slack events log

Send Slack messages for new submissions. <a href='{{link}}' target='_blank'>Learn about Slack integration</a>.

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Connect with Slack

Export all form submissions to {{integration}}. Note that exporting may take some time for forms with many submissions.

Export existing submissions

This log contains all requests made to your webhook endpoint. <a href='{{link}}' target='_blank'>Learn about webhooks</a>.

This webhook hasn't received any events so far.

Webhook events log

Webhooks allow you to receive HTTP POST requests to a URL for new form submissions. <a href='{{link}}' target='_blank'>Learn about webhooks</a>.

Add a webhook endpoint

Edit webhook endpoint

Create ActiveCampaign contacts from new form submissions

Add new form submissions to Asana as tasks

Export your submissions to an Excel spreadsheet

Send email notifications for new submissions

Analyze traffic sources, visitor behavior and time spent

Create Google Calendar events from new submissions

Create a contact in Hubspot for every new submission

Sync data with Mailchimp and send follow up emails

Generate PDF documents for new form submissions

Create a new Salesforce lead for new submissions

Send SMS messages for new form submissions

Create Trello cards from new form submissions

Send events for new submissions to HTTP endpoints

Submissions are synced with this <a href='{{link}}' target='_blank'>spreadsheet</a>

Add title

Welcome back

Enter an authenticator app code or a recovery code

Two-factor authentication

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Allows {{client}} to get a list of your existing forms

Allows {{client}} to get a list of a form's submissions

Allows {{client}} to access your name, email and avatar

Allows {{client}} to read and manage webhooks

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Submissions

Account details

Webhooks

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Custom CSS

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Custom domains

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Email notifications

Invite team members to collaborate on forms in shared workspaces and share form results.

Collaboration

Remove 5% Tally commission on your incoming payments and only pay the Stripe transaction fee.

No commission

Capture unfinished form responses before respondents submit your form.

Remove all Tally branding and have your forms seamlessly represent your brand.

No Tally branding

Send a fully customized text email to the respondents of your forms.

Remove the 10 MB per file size limit when using the File Upload block.

Unlimited uploads

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Workspaces

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Use this to insert a question with a range of answers. Respondents can select multiple answers.

Use this to insert a question with a long list of answer options.

Use this to insert a question and collect files.

Use this to insert a question that asks respondents to pick a date in this format: Month Day, Year.

Use this to insert a question and collect correctly formatted email addresses as answers. If someone tries to add text in the wrong format, they will have to try again.

Use this to insert a question to collect correctly formatted links or websites.

Use this to insert a question with a number as response. Use settings to add a minimum and/or maximum number limit.

Use this to insert a question and collect correctly formatted phone numbers.

Use this to insert a question combined with a short text answer. Add an answer label or placeholder text for guidance.

Use this to insert a question that allow respondents to pick a time in this format: XX:XX

Use this to insert a question and receive for numeric answers on a scale. Go to settings to adjust the scale size and add a scale label on the left, center and/or right.

Use this to add a question with a range of answer options. Respondents can only choose one answer.

Use this to insert a question and accept payments securely via Stripe (fees may apply). <a href='{{link}}' target='_blank'>Learn more</a>.

Use this for a simple and visual way of rating things.

Use this to insert a question with a long form answer without character limits.

Use this to insert a question title. You can separately add an input field of your choice.

Untitled checkboxes field

Untitled dropdown field

Untitled file upload field

Untitled date field

Untitled email field

Untitled link field

Untitled number field

Untitled phone number field

Untitled short answer field

Untitled time field

Untitled linear scale field

Untitled matrix field

Untitled multiple choice field

Untitled multi select field

Untitled payment

Untitled ranking field

Untitled rating field

Untitled signature

Untitled long answer field

Untitled Wallet Connect field

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Investment Policy Development Questionnaire

What type of account will this be?

Are you a qualified investor?