Institution Used/Primary Bank*

Services Used/Primary Bank*
ATM Card
Auto Loan
Certificate of Deposit (CD)
Checking Account
Debit Card
Home Equity Loan
Home Improvement Loan
Home Mortgage
IRA
Keogh Plan
Money Market Account
Online Banking
Pay Bills Online
Personal Loan
Refinance Home Mortgage
Savings Account
401k Plan

Credit Card Brand Used Past 3 Months

Types of Organizations Contributed to in Past 12 Months*

Investments*
Bonds
Money Market Funds
Mutual Funds
Second Home/Real Estate Property
Stocks/Stock Options
Other Securities & Investments

Services Used Past 12 Months*
Accountant
Attorney
   Bankruptcy
   Personal Injury
   Other
Check Cashing
Financial Planner
Funeral Pre-Planning
Online Investing/Stock Trading
Real Estate Agent
     Buy/Rent/Sell
Stockbroker
   Discount
   Full Service
Travel Agent
Wire Transfer

Insurance*
Auto
Homeowners/Renters
Life

*Household Measurements