Example Toluna Finance Profiling

Primary financial institution used for checking, savings, money market, mutual account or CD?

• Bank of America
• Bank One
• BB&T
• Capital One
• Chase/JP Morgan Chase
• Citibank
• Citizen's Bank
• Commerce Bank
• Fifth-Third Bank
• HSBC
• KeyBank
• National City
• PNC Bank
• Sun Trust
• US Bank
• Wachovia/First Union
• Washington Mutual
• Wells Fargo
• Merrill Lynch
• Morgan Stanley
• Charles Schwab Fidelity
• Another financial services provider

Do you bank online?

• Yes, to check my balance
• Yes, to make financial transactions
• Yes, to make stock transactions
• No

Types of insurance coverage held

• Auto / motorcycle insurance
• Credit card protection insurance
• Disability insurance
• Flood insurance
• Health insurance
• Homeowner's insurance
• Life insurance
• Loan insurance
• Longterm care
• Mortgage protection insurance
• Pet / veterinary care insurance
• Supplemental health insurance
• Travel insurance

Types of credit cards held

• American Express
• Mastercard
• VISA
• Diner's Club
• Discover
• Department Store or retail (such as JCPenney, Sears, etc.)
• Gasoline card (such as ExxonMobil, Fina, etc.)
• Do not have a credit card
• Another type of card

Credit card payments

• Pay them off in full each month
• Pay some and carry a balance

Types of loans you currently have

• Auto / Vehicle
• Consumer credit
• Home equity / Line of credit
• Mortgage
• Small Business
• Student
• None
• Other

Type and number of mortgage loan(s)

• Fixed rate mortgage (FRM)
• Adjustable rate mortgage (ARM)
• Convertible ARM
• Balloon Mortgage
• Veteran's Administration (VA) load
• Federal Housing (FHA) loan
• Unsure

Types of Investment accounts

• IRA
• 401K
• 403B
• ESOP
• Profit-Sharing Plan
• Stock Bonus

Other accounts held

• Individual stocks
• Individual bonds
• Money market
• Certificate of Deposit (CD)
• Others not listed
• None of the above / do not have any investment accounts

Primary investment provider

• A.G. Edwards
• AIG American International Group
• American Century
• Ameriprise Financial
• American Funds Group
• Bank of America
• Bear Stearns
• Charles Schwab
• Citibank
• Dreyfus
• Edward Jones
• E*Trade
• Fidelity Investments
• Franklin Group/Templeton
• Hartford
• H&R Block
• ING
• Janus
• Legg Mason
• Merrill Lynch
• Morgan Stanley
• Nationwide Insurance
• Oakmark Funds
• Oppenheimer
• Principal Financial
• Putnam Funds
• Smith Barney
• State Farm Insurance
• Strong
• TD Ameritrade
• TIAA-CREF
• T. Rowe Price
• UBS
• Vanguard
• Wachovia/Prudential Securities
• Wells Fargo
• Other full service brokerage firm (specify)
• Other online / discount brokerage firm (specify)
• Other mutual fund firm (specify)
• Some other institution (specify)
• None of these