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  5. Account View and Advisor Mobile Pilot Entry Survey
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Exit Survey
 
 
Hello,

In preparation for the upcoming New Account View and Advisor Mobile pilot, LPL Financial would like to learn a bit about how you are currently using Account View and what your expectations are through a quick survey.

This survey will take approximately 5 minutes of your time and will provide us with valuable feedback on this effort. Thank you in advance for helping to improve LPL’s technology.

Please start with the survey now by clicking on the Continue button below.

Rachel Hayes
Vice President, Experience Strategy
[email protected]
858.909.6695
 
 
 
Please enter your Rep ID.
   
 
 
 
Approximately how many clients do you currently have in your book of business?
   
 
 
 
Current Experience
 
 
 
Approximately what percentage of your clients actively use Account View today?
 
Less than 10%
 
10-29%
 
30-49%
 
50-69%
 
70-89%
 
90-100%
 
 
 
Do you currently promote the use of Account View to your clients?
 
Yes, I encourage all of my clients to use Account View.
 
Yes, but not for all my clients.
 
No, I do not generally encourage my clients to use Account View.
 
 
 
If no, why don't you promote Account View today?
   
 
 
 
Will you be promoting use of the new Account View to your clients that do not currently use Account View?
 
Yes
 
I don't know/not sure
 
 
 
What are some of the reasons that you do not encourage your clients to use Account View? Select all that apply.
 
The website is not easy to use
 
The website is not visually appealing
 
The website does not provide the information my clients need or want
 
Some of my clients are not tech savvy enough
 
Setting up and maintaining clients in Account View is cumbersome
 
Other
 

 
 
With your clients in mind, how satisfied are you with the following aspects of Account View today?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Overall Website
Website Features & Functionality
Information Available
Ease of Use
Technical Performance
Design Aesthetic/Brand
Back-End Support (setting up/maintaining login information and passwords)
Training/tutorials Available
 
 
 
Approximately what percentage of your clients, today, have turned off their paper statements in an effort to go green?
 
0%
 
1-9%
 
10-29%
 
30-49%
 
50% or more
 
 
 
Why aren't your clients paperless?
   
 
 
 
Is there anything else you would like to tell us about your current Account View experience?
   
 
 
 
New Account View and Advisor Mobile Expectations
 
 
 
What percentage of clients that use Account View today do you expect to use the new Account View in the pilot phase?
 
Less than 10%
 
10 – 29%
 
30 – 49%
 
50 – 69%
 
70 – 89%
 
90 – 100%
 
 
 
How soon after activation do expect you and your clients will actively begin to use the new Account View?
 
Same day
 
Within 1-2 days
 
Within 1 week
 
Within 2-3 weeks
 
More than 3 weeks
 
 
 
Is there anything you would like to tell us about your expectations for the new Account View website?
   
 
 
 
How valuable to your business do you expect to find the Advisor Mobile “mobile application” that allows you to access client information on your smartphone or tablet?
 
Very Valuable
 
Valuable
 
Neutral
 
Not Valuable
 
I will not use the mobile application
 
 
 
Is there anything you would like to tell us about your expectations for the new Account Mobile application?