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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
  • 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
  • Check Cashing
  • Financial Planner
  • Funeral Pre-Planning
  • Online Investing/Stock Trading
  • Real Estate Agent
  • — Buy/Rent/Sell
  • Stockbroker
  • — Discount
  • — Full-Service
  • Travel Agent
  • Tutoring Service
  • Wire Transfer

    • INSURANCE

  • Auto*
  • — Provider
  • Health
  • — Type
  • — Provider
  • • Group
  • • Individual
  • Homeowners/Renters*
  • — Provider
  • Life

    COMPANY PURCHASE DECISION PARTICIPANT

  • Overnight Delivery Services
  • Office Equipment/Office Supplies

* Household Measurements