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 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?
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
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.)
Online trading is a great way to make my money grow. However, I would like to know how to compete with the \"big guys\" which have access to faster, high-end tools.
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.)
I have not traded before
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 : Less Than 12 Months
Bonds : Less Than 12 Months
Options : Less Than 12 Months
Mutual Funds : Less Than 12 Months
ETFs : Less Than 12 Months
Futures : Less Than 12 Months
Cryptocurrencies : Less Than 12 Months
Commodities : Less Than 12 Months
ClosedEnd Funds : Less Than 12 Months
Money Market Funds : Less Than 12 Months
Variable Insurance Products : Less Than 12 Months
Business Development Companies : Less Than 12 Months
Unit Investment Trusts : Less Than 12 Months
10. What is your understanding, if any, of the circumstances under which trading or investing in your account can be suspended or restricted?
I understand that there may be restrictions, under certain circumstances, such as volatility halts
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
The broker should not have to hability to remove buttons from their system jin order to impair the trading to the retail side