PMFA’s On-line Account Management Survey

PMFA’s On-line Account Management Survey

Thank you for choosing Plante Moran Financial Advisors to serve your investment consulting needs. We strive to provide the best possible service to our clients. Therefore, we depend on you and your opinion to keep us informed. In order to continually improve our delivery of services, we are in the process of upgrading our on-line service. Your recommendations and feedback are very important to this process. By completing the brief survey, your suggestions will be used in the development of the system's features.

Thank you in advance for your time and effort to assist us

Client: ^*

E-mail:

Do you currently use WealthLine™?

If you're not currently using WealthLine™, please tell us why: (select all those that apply)

Navigation is confusing
Concern about security of information over Internet
Used Wealthline™ for a short time and did not find it useful
Tried to use Wealthline™ but had trouble activating the account
Prefer speaking to my relationship manager directly

Other

What feature(s) would you recommend adding or changing to the on-line service that would encourage you to begin using the system?

How satisfied are you with the current on-line service?

Would you like the ability to customize the default page to your personal preferences?

Would you like the ability to access your quarterly report on-line?

If available on-line, would you like to continue to receive a printed version of your quarterly report?

Please rank in order of importance the following features (1 is most important, 4 is least important)

Ease of Navigation

Features (Ex: Market graphs)

Ability to Customize the site’s Portfolio Layout

Account Information (Ex: Position, Performance)

Are there any on-line features that aren’t currently available that you would like us to provide?

What current WealthLine™ feature do you find most useful?

Do you have any additional comments or suggestions?

Thank you for taking the time to complete this survey.

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