September 11, 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?
Once to a few times a week.
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:
Trying to live without able to work. Over 65 YO
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 could care less about how it looks at all I am all about ease, functionality, trustworthy/honest platform which my experience is hard to find.
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 been with and still there and also have my online account. I have been misled by the large firms that has not been in my best interest as why I took on myself.
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 : None
Commodities : None
ClosedEnd Funds : 5+ Years
Money Market Funds : 5+ Years
Variable Insurance Products : None
Business Development Companies : 2-5 Years
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?
Not sure and hope this does not happen as it will prove how corrupt the system is.
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
PFOF along with many other issues that the private person has stacked against them. I am 65 and been misled for years I want my control and only me to blame on a fair playing field. Right or wrong my choice my credit or blame. I would rather pay for my services / trades than free if that is what fair would be.