August 27, 2021
1. Do you have one or more online trading or investment accounts?
Yes, I have one or more accounts that I access both online using a computer and using a mobile app.
2. If your response to Question 1 is Yes, do you think you would trade or invest if you could not do so online using a computer or using a mobile app?
No
3. On average, how often do you access your online account?
Once to a few times a week
4. On average, how often are trades made in your online account, whether by you or someone else?
Once to a few times per month.
5. If you access your account online, did you have the account first, and only began to access it electronically later? Or did you open the account with the idea that you would access it electronically immediately?
I downloaded an app or visited a website first, and then opened up an account with the company
6. My goals for trading or investing in my online account are (check all that apply):
Save and grow my money for short-term goals (in the next year or two)
Save and grow my money for medium- to long-term goals
7. What would you like us to know about your experience with the features of your online trading or investment platform? (Examples of features are: social networking tools games, streaks, or contests with prizes points, badges, and leaderboards notifications celebrations for trading visual cues, like changing colors ideas presented at order placement or other curated lists or features subscription and membership tiers or chatbots.)
Fine - have absolutely no interest in social media, games, prizes, contests, etc. Only need to trade quickly and effectively with the appropriate information at hand to inform decision-making process.
8. If you were trading or investing prior to using an online account, how have your investing and trading behaviors changed since you started using your online account? (For example, the amount of money you have invested, your interest in learning about investing and saving for retirement, the amount of time you have spent trading, your knowledge of financial products, the number of trades you have made, the amount of money you have made in trading, your knowledge of the markets, the number of different types of financial products you have traded, or your use of margin.)
Gained knowledge and experience. Improved returns
9. How much experience do you have trading or investing in the following products (None, 12 months, 1-2 years, 2-5 years, 5+ years):
Stocks : 5+ Years
Bonds : 5+ Years
Options : None
Mutual Funds : 5+ Years
ETFs : None
Futures : None
Cryptocurrencies : 5+ Years
Commodities : None
ClosedEnd Funds : None
Money Market Funds : None
Variable Insurance Products : 5+ Years
Business Development Companies : 5+ Years
Unit Investment Trusts : 5+ Years
10. What is your understanding, if any, of the circumstances under which trading or investing in your account can be suspended or restricted?
Fraudulent activity. Irregular activity.
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
Negative - increasing awareness of manipulation of markets by market makers. Improve optics. Often technical analysis/fundamentals are meaningless in explaining share prices when HFT and algorithmic trading involved. Would like to see regulatory bodies do their job properly and protect (retail) investors rather than embolden market makers, etc. Would like to see an embargo on senior regulatory body staff moving to jobs in private sector (and vice versa) to prevent potential conflicts of interest. Would like to see truly punitive fines being imposed on financial organisations as effective deterrents instead of light slaps on wrists. Need a more transparent system that has an even playing field for all investors not just money makers, hedge funds, etc. Curb mainsteam media stock bashing to manipulate markets.