Thank you for your interest in participating as a Mystery Shopper with DALBAR.


DALBAR, Inc. is a leading financial services firm in the Greater Boston, MA area, specializing in measuring the performance of financial institutions and financial professionals in the following areas:

Please note, the candidates we are seeking must have at least one, active investment account for which they will be placing calls or evaluating the website to be considered a usable candidate.

The goal of this study is to assess the quality of the services provided to you.

There will be no sales attempts.

Qualified candidates will be contacted. You will be asked to provide your name, email address and residence state.

 

PLEASE NOTE: we take the security of all of our clients very seriously and will not be selling or sharing any information you provide with any third-party entity.

Thank you again for your interest in our study.