Brief Educational Resources Question Title * 1. How do you obtain investment and/or trading education? Check online for free advice Subscribe to news provider(s) (e.g. Wall Street Journal, Barron’s, IBD) Check my broker’s website for information Paid research and reports (e.g. Zack’s, Morningstar) Question Title * 2. What is your preferred method of learning about trading/investing? Short video (5 minutes or less) Written content Podcast Live webinar (~45 minutes with Q&A session) Question Title * 3. What is the maximum amount of time you would attend a LIVE webinar (with Q&A session) about trading/investing? 1-15 minutes 15-30 minutes 30-45 minutes 45 minutes or longer Question Title * 4. What is the maximum amount of time you would watch a RECORDED video about trading/investing? 1-15 minutes 15-30 minutes 30-45 minutes 45 minutes or longer Question Title * 5. How likely are you to read and/or participate in trading/investing-related discussions/forums? Unlikely Likely Very likely I would never participate Question Title * 6. What is your preferred method of learning how to use Trader Workstation? Users’ guide (online documentation) Short online video (5 minutes of less) Webinar (~45 minutes with Q&A session) Chat/Discussion forum Question Title * 7. What is your preferred method of getting information about investing ideas? Paid research Webinar (~45 minutes with Q&A session) Short online video (5 minutes or less) None of the above, I do my own research Question Title * 8. Within your trading platform, which of the following is most important to you? News integrated within the platform (e.g. Reuters, Seeking Alpha) CNBC streaming live within the platform Broker research (e.g. stock ideas) Market-related commentary (e.g. market flow information) Question Title * 9. As a trader/investor, what is most important to you? Low commissions Education and Research technology Speed of execution Customer service Question Title * 10. Are you an IB customer? Yes No Question Title * 11. What improvements can Interactive Brokers make to its educational offering? Done
