August 29, 2021
1. Do you have one or more online trading or investment accounts?
Yes, I have one or more accounts that I access online, either using a computer or a mobile app but I also access the account(s) in other ways (e.g., by calling or visiting in person).
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?
Daily/more than once a day.
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):
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:
Obtain Wealth
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.)
I honestly couldn't care less about this
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.)
Sometime able to access my training platform via an app on my phone and the computer I trade a lot more and I'm also a lot more knowledgeable about the trade to what I'm making
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 : 5+ Years
Mutual Funds : 5+ Years
ETFs : 5+ Years
Futures : 5+ Years
Cryptocurrencies : 5+ Years
Commodities : 5+ Years
ClosedEnd Funds : 5+ Years
Money Market Funds : 5+ Years
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?
Well normally trading can only be suspended or restricted due to the rules set forth by the markets. However the travesty that happened in January when trading was restricted on the platforms regarding gme is notorious and nefarious and needs to be dealt with swiftly and justly by the SEC
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
With online trading via the app or computer I've become far more knowledgeable and more Adept at trading. I have definitely made larger gains. I could care less about payment for order flow however, I would really like all the rules set forth by the SEC and the dtcc to be enforced. I would like to see in the end of Dark pools and their manipulation on the market and I would like to see all trading go through only lit exchanges