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For the interview, our researcher will ask you to log into your stock plan website and your stock plan app (if applicable), then share your screen with them so they may see what you’re looking at while you talk.

a.       They will not use any of your personal information; they are simply interested in seeing the site you’re talking about.

b.       They will not ask for your login or password information.

c.       They will ask you to navigate around the website and app (if applicable). They will ask you to either perform a few tasks or click on something the account.

d.       They will not ask you to make any trades.

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* 1. Contact Info

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* 2. Are you employed...

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* 3. Current or Previous...

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* 4. Does your emploer offer a stock purchase plan or a stock options plan?

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* 5. If yes, do you participate in the stock purchase plan or stock options plan?

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* 6. Do you have a smartphone?

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