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Share Your Story of Investment Impact

We want to hear how your investing has impacted yours or others' lives. You could be featured as part of our Your Stories series on our website. 

 
Note: This survey is voluntary and may be exited at any time. 
1.What type of investment did you make?(Required.)
2.In a sentence or two, tell us a little more about your investment.

For example: if a real estate investment, what kind? Was it funded solely from your IRA, or a variety of sources? Is it complete, or ongoing?(Required.)
3.How has your self-directed investing impacted others?

For example, have you positively impacted a neighborhood, helped a startup business, provided jobs because of work needed for your investment, allowed a family to have a new home or stay in their current home, etc.?(Required.)
4.What has changed in your life as a result of your self-directed investing?

For example, are you closer to reaching your specific retirement goals, have the opportunity to leave a legacy to loved ones, have more control of your future or your investments, built back your account balance from previous losses, etc.?(Required.)
5.What led you to open a self-directed account? If you have any specific long-term goals, feel free to share them.(Required.)
6.Is there anything else you’d like to add about this investment or self-directed investing in general?
7.Would you be comfortable being on video explaining your investment/story? (Not required.)
8.If we have questions, what’s the best time to call?

All times Monday through Friday, EST(Required.)
9.Please enter your contact information.(Required.)
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