Survey of the American Consumer - GfK MRI

FINANCIAL Page 38
BANKING &
FINANCIAL
SERVICES
You Personally or Jointly:
Acquired
last 12
Have months
Bank Accounts/Services: 481
Savings Account ......................... 01
Certificate of Deposit (CD) ................. 02
Interest Checking Account ................. 03
Non-Interest Checking Account. ............. 04
Money Market Account .................... 05
Overdraft Protection ...................... 06
Other Banking Services ................... 07
Business Checking Account ................ 08
Other Small Business Banking Services. ...... 09
1 2
Banks or Financial Institutions you personally used, last 12 months:
664-0
Bank of America ......................... 1
BB&T (Branch Banking & Trust) ............. 2
Capital One ............................. 3
Chase/Washington Mutual (WaMu). .......... 4
Citibank ................................ 5
Citizens ................................ 6
Fifth Third Bank .......................... 7
HSBC ................................. 8
ING Direct .............................. 9
PNC/National City ........................ 0
Regions Bank ...........................
Sun Trust ...............................
X
Y
64J-0
TD Bank ............................... 1
U.S. Bank. .............................. 2
Wells Fargo/ Wachovia .................... 3
Other National Bank ...................... 4
Local/Community Bank .................... 5
Credit Union ............................ 6
Mutual Funds Co. ........................ 7
Internet Bank. ........................... 8
Banking methods you personally used, last 12 months:
482-0
Bank in person .......................... 1
ATM/Cash Machine ....................... 2
Bank by Mail ............................ 3
Direct Deposit (payroll check) ............... 4
Bank by Phone .......................... 5
Banking Online/Internet. ................... 6
Banking on Mobile Device. ................. 7
Paperless Statements ..................... 8
In the last 6 months have you done any of the following?
Wired or sent money with: 61B-0
MoneyGram ......................... 1
Western Union ....................... 2
PayPal .............................. 3
Bank Wire Transfer .................... 4
U.S. Postal Service .................... 5
Overnight Courier ..................... 6
Another Way ......................... 7
Purchased a money order .................. 8
Used a check cashing service. .............. 9
Which, if any, of the following do you consider very
important when choosing a bank or financial institution?
63R-0
Customer Service ........................ 1
Financial Stability of Company .............. 2
Friend’s/Relative’s Recommendation ......... 3
Interest Rates ........................... 4
Location of Branch ....................... 5
Reputation of Company. ................... 6
Reward Programs ........................ 7
Size of Company ......................... 8
Years in Business ........................ 9
Other .................................. 0
Did you choose to change from one bank to another in the last 12
months? Yes X
INVESTMENT
ACTIVITY
Have you used any of the following for
financial services or advice in the last
12 months?
492-0
Stock Rating Service. ............................. 1
Financial Planner/Certified Financial Planner (CFP). ....... 2
Personal Money Manager .......................... 3
Financial Advisor/Broker ............................ 4
Newspaper/Magazine .............................. 5
TV or Radio show ................................. 6
Internet site ..................................... 7
Friends/Family ................................... 8
Other Source .................................... 9
If you contacted a brokerage firm in the last 12 months, what was the
reason for the contact?
Discount Full Service Online
Brokerage Brokerage Brokerage
493 Firm Firm Firm
Advice or Price Quotes . . . . . . . . . . . . . . . 01
Purchased or Sold Bonds ............. 02
Purchased or Sold Stocks ............. 03
Purchased or Sold Mutual Funds ....... 04
1 2 3
Brokerage Firms or other financial institutions, used in last 12 months:
494-0
Banc of America Investment Services. ........ 1
Charles Schwab ......................... 2
Chase Investment Services. ................ 3
Edward Jones ........................... 4
E*Trade ................................ 5
Fidelity. ................................ 6
Merrill Lynch ............................ 7
Morgan Stanley Smith Barney. .............. 8
Raymond James . . . . . . . . . . . . . . . . . . . . . . . . . . 9
495-0
Scottrade. .............................. 1
ShareBuilder/ING Direct ................... 2
TD Ameritrade. .......................... 3
TIAA-CREF ............................. 4
T. Rowe Price ........................... 5
UBS. .................................. 6
USAA. ................................. 7
Van Kampen ............................ 8
Vanguard ............................... 9
Wells Fargo Advisors/Wachovia Securities ..... 0
64T-0
Other full service firm ..................... 1
Other discount brokerage firm. .............. 2
Other online brokerage firm. ................ 3
Other bank. ............................. 4
Other .................................. 5
Investment transactions (stocks, bonds, mutual funds) executed
in the past 12 months: (Please count each buy and sell separately.)
216-0
None. .......... 1 3-9 ........... 3 20-49 ......... 5
1-2 ............ 2 10-19 ......... 4 50+. .......... 6
MUTUAL FUNDS
Do you invest in a mutual fund managed
by any of these mutual fund families/companies?
Own
Acquired or
added to
in last
12 months
1 700 2
American Century ........................ 01
American Funds ......................... 02
Charles Schwab/Schwab .................. 03
Dreyfus ................................ 04
DWS Investments ........................ 05
Fidelity Investments. ...................... 06
Franklin Templeton ....................... 07
The Hartford ............................ 08
ING ................................... 09
Invesco Aim/AIM . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Janus. ................................. 11
Lord Abbett ............................. 12
Merrill Lynch ............................ 13
Morgan Stanley Smith Barney. .............. 14
Oppenheimer. ........................... 15
Prudential JennisonDryden ................. 16
Putnam ................................ 17
SSgA (State Street Global Advisors). ......... 18
TIAA-CREF ............................. 19
T. Rowe Price ........................... 20
UBS. .................................. 21
USAA. ................................. 22
Vanguard Group ......................... 23
Other .................................. 24