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* 1. Contact Information:

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* 2. Gender:

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* 3. Age:

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* 4. What area best describes your residency?

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* 5. We are looking for people who work in a variety of areas. Do you or does anyone in your immediate household work for...

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* 6. When was the last time you participated in a market research project (i.e. focus group discussion or one-on-one interview)?

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* 7. Which of the following best describes your current living situation?

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* 8. When it comes to choosing finance products (e.g. bank accounts, investments accounts, etc.) for your household, which of the following statements best describes you? 

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* 9. And, which of the following types of accounts do you personally have, either sole or jointly with someone else?

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* 10. Which of the statements best describes you?

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* 11. Which of the following household expenses do you personally contribute to paying? Select all that apply

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* 12. In the past year, how often have you had to pay bills for the household expenses listed below late?

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* 13. Below is a list of companies that you can use to make purchases and payments. Please tell me which, if any, of the following companies you have HEARD OF? Select all that apply

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* 14. And which, if any, of the following companies have you EVER USED?

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* 15. Which of these statements comes closest to describing your saving habits?

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* 16. Using a scale of 1 to 5 where 1 is "strongly disagree" and 5 is "strongly agree", how much do you agree with the following statements?

  1 Strongly Disagree 3 Neutral 4 5 Strongly Agree
I actively manage my finances, and value tools that let me be hands on and in control like budgeting apps, etc.
I'm not concerned about my finances, and manage what decisions I can, when I can
I dislike dealing with my finances at all, and prefer options to keep decisions off my plate and out of sight like autopay, etc. 

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* 17. Using a scale of 1-5 where 1 is "not at all open to" and 5 is "very open to" , how open would you be to the idea of using the following when planning your monthly budget/finances:

  1 Not at all open 2 3 Netural 4 5 Very open
A service that offered the ability to combine all your monthly bills for household expenses (e.g. rent/mortgage, phone, insurance, auto loan/lease, and cable TV/internet)

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* 18. Which of the following best describes your relationship status?

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* 19. Do you have any children under 18 living with you?

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* 20. What is your employment status?

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