Online Discount Broker Survey Questionnaire

Please take a few moments to fill out the following questionnaire about your experience with discount brokers (don't worry, it's short—only 9 questions). The questions are broker-specific; if you deal with more that one broker, please fill out a questionnaire for each one.


1. What discount brokerage firm do you use for placing trades?

Choose one from the list:


2. What led you to choose this broker?

Please rank the factors that influenced your decision by selecting one factor from each list. Click on the term for more explanation.

Primary Factor Secondary Factor
Commissions
Services
Securities Available
Convenience
Commissions
Services
Securities Available
Convenience


3. How often do you place trades with this broker?

Choose the closest description:


4. What type of securities do you usually trade with this broker?

Choose as many as apply:


Common Stocks
Bonds
No-load mutual funds
Load mutual funds
Foreign stocks
Options
Futures


5. How would you rate the quality of your trade executions with this broker normally?

Click on the term for more explanation:

Trade Price:
Speed of execution:
Confirmation:


6. How satisfied are you with the broker's reliability in terms of gaining access when you need it?

Click on the term for more explanation:

Broker-assisted trades:
Electronic trades:
Touch-tone trades:


7. How do you rate your overall satisfaction with this broker?

Click on the term for more explanation:

Broker-assisted trades:
Electronic trades:
Touch-tone trades:


8. What is the size of your portfolio? (Optional)

Choose a range:


9. In order to secure the results of this survey please provide your E-mail address.

Please enter your E-mail address below: