August 30, 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?
Yes
3. On average, how often do you access your online account?
Less often than once a month
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 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):
Save and grow my money for medium- to long-term goals
Have fun
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 believe I have a standard experience, the brokerage I use doesn't offer many deals or make trading fun or easy. The brokerage offers many learning tools and warning when it comes to certain types of risky trading like options trading or day trading.
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.)
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 : 1-2 Years
Bonds : None
Options : None
Mutual Funds : None
ETFs : None
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?
I am cautioned by the brokerage website I use that they can suspend my account for ninety days if I buy a stock with unsettled funds and sell that stock again before the funds settle.
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
Trading has been a very good experience in general for me, I have been educated more on finances and the economy in the past 2 years than ever before, however the underlying issues in the market like naked shorting, pay for order flow, dark pools, shorting exemptions by market makers, pumping and dumping, hedge funds manipulating the media, and more, are destroying the good will investors like me have towards our markets.