Financial Account Access Survey Form
Please help us understand how you access and manage your financial accounts by completing this short survey. Your responses are anonymous and will help us improve financial services.
Which types of financial accounts do you currently access online or via mobile?
*
Checking account
Savings account
Investment account
Retirement account
Loan account
Credit account
Other
How often do you access your financial accounts digitally?
*
Multiple times a day
Daily
A few times a week
Weekly
Monthly or less
Which device do you most commonly use to access your financial accounts?
*
Smartphone
Tablet
Laptop
Desktop computer
Other
Which method do you primarily use to access your financial accounts?
*
Mobile app
Web browser (desktop/laptop)
Web browser (mobile/tablet)
Other
How satisfied are you with the ease of accessing your financial accounts?
*
1
2
3
4
5
Which features do you use most often when managing your financial accounts online?
*
View balances/transactions
Transfer funds
Pay bills
Set up alerts/notifications
Download statements
Other
How secure do you feel when accessing your financial accounts digitally?
*
Not secure
1
2
3
4
Very secure
5
1 is Not secure, 5 is Very secure
Have you ever experienced any challenges or issues when accessing your financial accounts online?
*
Yes
No
If yes, please briefly describe the main challenge or issue you faced.
Please rate your overall satisfaction with your current digital financial account management experience.
*
1
2
3
4
5
Submit Survey
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