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Account View Pilot Client Survey

Account View Pilot - Client Survey
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Exit Survey
 
 
Hello,

Thank you for participating in LPL Financial’s new Account View pilot! Please complete the following quick survey about your experience over the last few weeks with the new website.

This survey will take approximately 10 minutes of your time and will provide us with valuable feedback on this effort. Please read each question and select the most appropriate response.

Thank you in advance for helping to improve LPL’s technology!
 
 
 
Who is your financial advisor?
   
 
 
 
Approximately how often are you actively using the new Account View?
 
More than once a day
 
Daily
 
A few times a week
 
Once a week
 
Once a month
 
Rarely
 
 
How satisfied are you with the following aspects of the new Account View?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
Overall Website
Website Features & Functionality
Mobile Features & Functionality
Account Information Available
Technical Performance
Website Look and Feel
Back-End Support (setting up / maintaining login information and passwords)
 
 
Please rate your overall satisfaction on the usability of the new Account View:
Strongly Disagree Disagree Neutral Agree Strongly Agree
I think that I would like to use this system frequently.
I found the system unnecessarily complex.
I thought the system was easy to use.
I think that I would need the support of a technical person to be able to use this system.
I found the various functions in this system were well integrated.
I thought there was too much inconsistency in this system.
I would imagine that most people would learn to use this system very quickly.
I found the system very cumbersome to use.
I felt very confident using the system.
I need to learn a lot of things before I could get going with this system.
 
 
 
As a result of the new Account View and its capabilities, have you increased your paperless footprint by turning off paper statements?
 
Yes
 
No
 
No, I was 100% paperless before using the new Account View
 
 
 
Are you 100% paperless for statements and trade confirmations?
 
Yes
 
No
 
 
 
If you are not 100% paperless, why?
   
 
 
 
Have you accessed Account View on a smartphone or tablet device?
 
Yes
 
No
 
 
 
How satisfied are you with the Account View experience on the mobile device?
 
Very Satisfied
 
Satisfied
 
Neutral
 
Unsatisfied
 
Very Unsatisfied
 
 
 
What device(s) did you access Account View on? (Please select all that apply)
 
iPhone
 
iPad
 
Android Phone
 
Android Tablet

 
 
 
What are 3 things that you like about the new Account View?
   
 
 
 
What are 3 things that you would suggest to improve about the new Account View?
   
 
 
 
Which of the following describes how well the new Account View met your expectations?
 
Did not meet expectations
 
Met expectations
 
Exceeded expectations
 
 
 
Why? Please explain your answer to the previous question.
   
 
 
 
How soon after activation did you 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 else you would like to tell us about your experience with the new Account View?
   
 
 
How likely is it that you would recommend Account View to a friend or a colleague?
Not likely at allExtremely likely
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