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Banking & Financial

INSTITUTION USED/ PRIMARY BANK*
SERVICES HAVE OR USE AT PRIMARY BANK*
  • ATM Card
  • Auto Loan
  • Certificate of Deposit (CD)
  • Checking Account
  • Debit Card
  • Home Improvement Loan or Home Equity Loan
  • Home Mortgage
  • IRA
  • Money Market
  • Account
  • Online Banking
  • Online Bill Pay
  • Personal Loan
  • Refinance Home Mortgage
  • Savings Account
  • 401K Plan
  • 529 Plan/College Savings Plan
CREDIT CARD BRAND USED PAST 3 MONTHS
TYPES OF ORGANIZATIONS CONTRIBUTED TO IN THE PAST 12 MONTHS*
  • Arts/Cultural
  • Environmental
  • Healthcare/Medical
  • Political
  • Religious
  • Social Care/Welfare
  • Other Organization
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
  • Cash Advance or Title Loan Shop
  • Check Cashing
  • Financial Planner
  • Funeral Pre-Planning
  • Online Investing/Stock Trading
  • Real Estate Agent
    • Buy/Rent/Sell
  • Stockbroker
  • Travel Agent
  • Tutoring Service
  • Wire Transfer
INSURANCE
  • Auto*
    • Provider
  • Homeowners/Renters*
    • Provider
  • Life
  • Health
    • Type
    • Provider
      • Group
      • Individual
COMPANY PURCHASE DECISION PARTICIPANT
  • Office Equipment/Office Supplies
  • Overnight Delivery Services
 
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