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What reason best describes why you haven't deposited any money into your BUYandHOLD account? (Please select the answer which best applies to you)

I wasn't aware that I could use ACH, or direct deposit, from my personal bank account to fund my BUYandHOLD account
I wasn't aware/notified that my account was opened and available for funds to be deposited
I do not know how to deposit funds into my BUYandHOLD account
I simply forgot to make a deposit into my BUYandHOLD account
I don't plan on funding my BUYandHOLD account because I have changed my mind
Other, please describe below:

 

2. To better provide you with information on choosing stocks to buy and/or sell, how would you rate the importance of the following items? (1 being "Least Important" and 5 being "Most Important")

  • Research that explains how to analyze stocks like the "experts" do
    1 2 3 4 5

  • A list of stocks recommended for BUYandHOLD customers and the reasons why
    1 2 3 4 5

  • Financial planning advice that enables me to create a customized portfolio that is right for me
    1 2 3 4 5
  • Research targeted to my age group or economic demographic
    1 2 3 4 5
  • Other, please describe below:

 

3. How important would the following be to encourage you to diversify your portfolio? (1 being "Least Important" and 5 being "Most Important")

  • Explanations on why a diversified stock portfolio is beneficial to me
    1 2 3 4 5

  • A reduction of the $2.99 transaction fee if more than one order is placed in my shopping cart
    1 2 3 4 5

  • A list of stocks recommended for BUYandHOLD customers and the reasons why
    1 2 3 4 5

  • Other, please describe below: