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LPL Financial is looking to redesign the client-facing website, currently known as Account Access. The objectives of the redesign are to update the look and feel, allow your clients to quickly answer the question "Am I meeting my financial goals", and, most importantly, serve as an extension of your relationship with your clients.
In order to determine the most important features of the new Account Access, we are asking you to complete a short online survey. This will only take 10 minutes to complete and your responses will be kept confidential. We appreciate your assistance as your participation is essential for LPL Financial to continue to provide great service, support, and technology. Thank you very much for your time and support. |
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| What percentage of your clients actively use Account Access? | | |
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| With your clients in mind, how satisfied are you with the current version of Account Access? |
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| Please explain your answer (Optional) | | |
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| Which of the following best describes your attitude toward Account Access, select all that apply: |
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| The next series of questions is intended to address the relative priority of potential features that could be included in a new Account Access: |
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| Rate the importance of providing Performance information to your clients in a new version of Account Access. Performance is considered to be a measure of the return on investment expressed as a percentage over a selected period of time. |
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| Please explain why providing Performance information to your clients is of low importance to you. (Optional) | | |
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| How do you want to have Performance made available to your clients in the new Account Access? |
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| Rate the importance of providing Realized and Unrealized Gain/Loss information to your clients in a new version of Account Access. |
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| Please explain your answer (Optional) | | |
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| Rate the importance of providing Stock and Fund Rating information to your clients in a new version of Account Access. Stock and Fund Ratings would be available based on positions held in the client's portfolio and searchable for securities not held by the client. |
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| Please explain your answer (Optional) | | |
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| Rate the importance of providing Intraday Updates to your clients in a new version of Account Access. Intraday Updates would show updates to positions and portfolio balances throughout the day. |
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| Please explain your answer (Optional) | | |
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| Rate the importance of providing Alerts or Notifications to clients in a new version of Account Access. Alerts or Notifications would indicate to a client, via email, that an important message or document is available for viewing in a new Account Access. (For example, an alert letting clients know about an RMD or funding an IRA) |
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| Please explain your answer (Optional) | | |
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| Rate the importance of providing Calculators to your clients in a new version of Account Access. |
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| What types of Calculators would you like to make available for your clients within a new Account Access? | | |
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| Rate the importance of providing Dashboard Customization to your clients in a new version of Account Access. Dashboard Customization would include clients being able to change the layout and display of information they see when they log in. |
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| Please explain your answer (Optional) | | |
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| Rate the importance of clients having the ability to access the new Account Access through a Mobile Device or Smart Phone. Clients would be able to see a scaled down or mobile version of Account Access via their smart phone or tablet device. |
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| Please explain your answer (Optional) | | |
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| Rate the importance of providing Bill Pay Services to your clients in a new version of Account Access. This feature would allow clients, with eligible accounts, to make online payments to third parties via an interface on Account Access. |
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| Please explain your answer (Optional) | | |
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| Rate the importance of providing Usage Statistics to you, the advisor, as part of a new version of Account Access. (i.e. which clients have logged on, frequency of logging in, what information is being viewed, etc.) |
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| Please explain your answer (Optional) | | |
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| Account Aggregation is a method that involves compiling information from different accounts at different institutions into a single place. This may include bank accounts, credit card accounts, investment accounts, and other consumer or business accounts. Please rate the importance of account aggregation within a new version of Account Access. |
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| Please explain your answer (Optional) | | |
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| If LPL Financial could help automate the process of associating accounts to a specific client/client login, either as a mass rollover into a new Account Access or when adding a new client/household to Account Access, what criteria would work best in determining which accounts to associate with a single client login? |
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| Please explain your answer (Optional) | | |
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| Rate the importance of the following types of content that could be made available to clients and where you would like to see that content located. |
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| Are there any other types of content that you would like to make available to your clients through a new Account Access? | | |
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| What collaborative tools, if any, are you likely to use with your clients through a new Account Access? Assume all tools, as provided, would be compliance approved.
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| Are there other collaboration tools that you would be interested in using with your clients through a new Account Access? | | |
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| What type of documents, if any, would you like your clients to be able to access and/or upload to a new Account Access? (Select all that apply) |
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| Are there any other features of a new Account Access that we have not asked about that are a high priority for either you or your clients? | | |
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