September 10, 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):
Save and grow my money for medium- to long-term goals
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.)
Transparency to current past transactions
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.)
Im no longer remotely interested in traditional banking and their antiquated system designed to care for the wealthy and me in my place. Im asking your department to please be open to communication and logically support innovation and move WITH consumer demands. I dont need protection - I know my risk tolerance, I need you to move into this century as opposed to applying laws from the 1930s to regulate todays climate.
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 : None
Options : 2-5 Years
Mutual Funds : 5+ Years
ETFs : 5+ Years
Futures : None
Cryptocurrencies : Less Than 12 Months
Commodities : Less Than 12 Months
ClosedEnd Funds : None
Money Market Funds : None
Variable Insurance Products : None
Business Development Companies : 1-2 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?
I stay away from leverage and other risky behaviors that could put my account activity at risk
11. What else would you like us to know positive or negative - about your experience with online trading and investing?
Although Im not accredited I deserve access to financial tools that others are provided