August 28, 2021
1. Do you have one or more online trading or investment accounts?
Yes, I have one or more accounts that I access online using a computer.
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?
Daily/more than once a day
4. On average, how often are trades made in your online account, whether by you or someone else?
Other.
If Other, Explain:
Usually, I day trade. However, with all the exposed corruption I'm sitting on the usual heavily shorted stocks that the HFs are trapped in.
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 had a pre-existing account and downloaded an app or visited a website to access my account
6. My goals for trading or investing in my online account are (check all that apply):
Keep the amount of money I have, while keeping up with inflation
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
Have fun
Other
If Other, Explain:
To retire a millionaire in the next couple of years so that I can complete my philanthropic ideas.
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.)
Schwab has been great for me. Extremely educational, web presence from back in 1990s, etc.
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.)
It allows me to do more research be able to make better decisions.
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 : 1-2 Years
Mutual Funds : 5+ Years
ETFs : Less Than 12 Months
Futures : None
Cryptocurrencies : None
Commodities : None
ClosedEnd Funds : None
Money Market Funds : None
Variable Insurance Products : None
Business Development Companies : None
Unit Investment Trusts : None
10. What is your understanding, if any, of the circumstances under which trading or investing in your account can be suspended or restricted?
There should be NONE. Only market trading halts are the only time I have been restricted from trading.
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
I would like to know why financial institutions are not forced to provide information about all their holdings (shorted stocks, puts, calls, etc) for TOTAL transparency in a WEEKLY fashion. In a time of real-time trading, settling should happen daily, liquidity should be in real time. Time horizons of 30, 60, 90 days are ridiculous for compliance measures and should be trimmed to 7 days or less. These aforementioned items are keeping me from being able to make better choices with my online trading.