2-hour Zoom Groups on 'Investment Platforms' Question Title * 1. Please provide the following information so that we may contact you: Name City/Town State/Province ZIP/Postal Code Email Address Phone Number Question Title * 2. Are you a current citizen of the USA living in the United States? Yes No Question Title * 3. With which gender do you most identify with? Male Female Non Binary I prefer to self-identify: ______ Question Title * 4. What is your age? 17 or younger 18-19 20-24 25-29 30-34 35-39 40-44 45-49 50-54 55-60 61-64 65-69 70-74 75 or older Question Title * 5. What is the highest level of education you have attained? Master's degree or higher College degree Some College High School Question Title * 6. Which of the following best describes your current employment status? Full-time grad student Part-time college/grad student Employed full-time (30+ hours/wk) Employed part-time (8-29 hours/wk) Stay-at-home parent Unemployed Question Title * 7. What company do you work for? What is your Occupation? Question Title * 8. Which best reflects your current status? Single Married or cohabiting with partner Divorced, separated, widowed Question Title * 9. For the purposes of classification, which of the following best describes your annual household income, before taxes: Under $29,999K $30,000 - $49,999 $50,000 - $69,999 $70,000 - $79,999 $80,000 - $89,999 $90,000 - $99,999 $100,000 - $125,000 $126,000 - $150,000 $151,000+ Question Title * 10. When was the last time, if ever, you participated in a market research study? What was the topic? Question Title * 11. How many market research groups, interviews, or digital studies have you participated in total? Question Title * 12. Which of the following statements better describes your attitudes towards your finances and investing? 1-Agree completely with A 2-Agree somewhat with A 3-Agree a little with A 4-Agree a little with B 5-Agree somewhat with B 6-Agree completely with B A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life 1-Agree completely with A A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life 2-Agree somewhat with A A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life 3-Agree a little with A A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life 4-Agree a little with B A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life 5-Agree somewhat with B A-I have enough financial room to invest and plan for my futureB-My money mostly goes toward supporting my day-to-day life 6-Agree completely with B A-I feel financially insecureB-I feel financially secure A-I feel financially insecureB-I feel financially secure 1-Agree completely with A A-I feel financially insecureB-I feel financially secure 2-Agree somewhat with A A-I feel financially insecureB-I feel financially secure 3-Agree a little with A A-I feel financially insecureB-I feel financially secure 4-Agree a little with B A-I feel financially insecureB-I feel financially secure 5-Agree somewhat with B A-I feel financially insecureB-I feel financially secure 6-Agree completely with B A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online 1-Agree completely with A A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online 2-Agree somewhat with A A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online 3-Agree a little with A A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online 4-Agree a little with B A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online 5-Agree somewhat with B A-I mostly measure my success against my own personal financial goalsB-I often measure my financial progress to people around me or people I follow online 6-Agree completely with B A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own 1-Agree completely with A A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own 2-Agree somewhat with A A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own 3-Agree a little with A A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own 4-Agree a little with B A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own 5-Agree somewhat with B A-I often worry about making mistakes when making investment decisionsB-I feel confident about my ability to make good investment decisions on my own 6-Agree completely with B A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works 1-Agree completely with A A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works 2-Agree somewhat with A A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works 3-Agree a little with A A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works 4-Agree a little with B A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works 5-Agree somewhat with B A-I know very little about how crypto works or how it could be usefulB-I feel confident in my understanding of how crypto works 6-Agree completely with B A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio 1-Agree completely with A A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio 2-Agree somewhat with A A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio 3-Agree a little with A A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio 4-Agree a little with B A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio 5-Agree somewhat with B A-Crypto is mostly hype and speculationB-Crypto is a legitimate asset that belongs in a serious investment portfolio 6-Agree completely with B A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer 1-Agree completely with A A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer 2-Agree somewhat with A A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer 3-Agree a little with A A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer 4-Agree a little with B A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer 5-Agree somewhat with B A-Crypto does not solve any problems that traditional finance cannot already solveB-Crypto gives me access to financial opportunities the traditional system does not offer 6-Agree completely with B A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks 1-Agree completely with A A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks 2-Agree somewhat with A A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks 3-Agree a little with A A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks 4-Agree a little with B A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks 5-Agree somewhat with B A-The risks of crypto outweigh the potential rewardsB-The potential rewards of crypto justify the risks 6-Agree completely with B Question Title * 13. To what extent is each of the following a barrier for you, in terms of holding you back from investing more money than you currently do? 1-Not a barrier 2-Slight barrier 3-Moderate barrier 4-Strong barrier 5-Very strong barrier I’m afraid of making a mistake that could cause me to lose money I’m afraid of making a mistake that could cause me to lose money 1-Not a barrier I’m afraid of making a mistake that could cause me to lose money 2-Slight barrier I’m afraid of making a mistake that could cause me to lose money 3-Moderate barrier I’m afraid of making a mistake that could cause me to lose money 4-Strong barrier I’m afraid of making a mistake that could cause me to lose money 5-Very strong barrier The financial system is not built for people like me The financial system is not built for people like me 1-Not a barrier The financial system is not built for people like me 2-Slight barrier The financial system is not built for people like me 3-Moderate barrier The financial system is not built for people like me 4-Strong barrier The financial system is not built for people like me 5-Very strong barrier Question Title * 14. To what extent do you agree or disagree that each of the following is a reason why you currently invest in cryptocurrency, or would invest in cryptocurrency in the future? 1-Disagree completely 2-Disagree somewhat 3-Neither agree nor disagree 4-Agree somewhat 5-Agree completely Because people I trust are doing it Because people I trust are doing it 1-Disagree completely Because people I trust are doing it 2-Disagree somewhat Because people I trust are doing it 3-Neither agree nor disagree Because people I trust are doing it 4-Agree somewhat Because people I trust are doing it 5-Agree completely To earn passive income on money I am not actively using (through staking, yield, or rewards) To earn passive income on money I am not actively using (through staking, yield, or rewards) 1-Disagree completely To earn passive income on money I am not actively using (through staking, yield, or rewards) 2-Disagree somewhat To earn passive income on money I am not actively using (through staking, yield, or rewards) 3-Neither agree nor disagree To earn passive income on money I am not actively using (through staking, yield, or rewards) 4-Agree somewhat To earn passive income on money I am not actively using (through staking, yield, or rewards) 5-Agree completely Because the traditional financial system does not work well for people like me and crypto is an alternative Because the traditional financial system does not work well for people like me and crypto is an alternative 1-Disagree completely Because the traditional financial system does not work well for people like me and crypto is an alternative 2-Disagree somewhat Because the traditional financial system does not work well for people like me and crypto is an alternative 3-Neither agree nor disagree Because the traditional financial system does not work well for people like me and crypto is an alternative 4-Agree somewhat Because the traditional financial system does not work well for people like me and crypto is an alternative 5-Agree completely Question Title * 15. How important are each of the following to you when evaluating a new investment platform to add or switch to? 1-Not at all important 2-Not very important 3-Somewhat important 4-Very important 5-Extremely important Access to more types of investments in one place (stocks, crypto, predictions, etc.) Access to more types of investments in one place (stocks, crypto, predictions, etc.) 1-Not at all important Access to more types of investments in one place (stocks, crypto, predictions, etc.) 2-Not very important Access to more types of investments in one place (stocks, crypto, predictions, etc.) 3-Somewhat important Access to more types of investments in one place (stocks, crypto, predictions, etc.) 4-Very important Access to more types of investments in one place (stocks, crypto, predictions, etc.) 5-Extremely important Better tools for active trading (charts, order types, speed) Better tools for active trading (charts, order types, speed) 1-Not at all important Better tools for active trading (charts, order types, speed) 2-Not very important Better tools for active trading (charts, order types, speed) 3-Somewhat important Better tools for active trading (charts, order types, speed) 4-Very important Better tools for active trading (charts, order types, speed) 5-Extremely important Question Title * 16. Which of the following companies have you heard of?Select all that apply.... Venmo Zelle Cash App Robinhood PayPal Coinbase Stripe Fidelity Kraken SoFi Chime Ally Crypto.com WeBull Charles Schwab Bank of America Chase eTrade Question Title * 17. Which of the following companies, services or apps do you currently use? Used in the past? Currently use Used in the past Never used Venmo Venmo Currently use Venmo Used in the past Venmo Never used Zelle Zelle Currently use Zelle Used in the past Zelle Never used Cash App Cash App Currently use Cash App Used in the past Cash App Never used Robinhood Robinhood Currently use Robinhood Used in the past Robinhood Never used PayPal PayPal Currently use PayPal Used in the past PayPal Never used Coinbase Coinbase Currently use Coinbase Used in the past Coinbase Never used Stripe Stripe Currently use Stripe Used in the past Stripe Never used Fidelity Fidelity Currently use Fidelity Used in the past Fidelity Never used Kraken Kraken Currently use Kraken Used in the past Kraken Never used SoFi SoFi Currently use SoFi Used in the past SoFi Never used Chime Chime Currently use Chime Used in the past Chime Never used Ally Ally Currently use Ally Used in the past Ally Never used Crypto.com Crypto.com Currently use Crypto.com Used in the past Crypto.com Never used WeBull WeBull Currently use WeBull Used in the past WeBull Never used Charles Schwab Charles Schwab Currently use Charles Schwab Used in the past Charles Schwab Never used Bank of America Bank of America Currently use Bank of America Used in the past Bank of America Never used Chase Chase Currently use Chase Used in the past Chase Never used eTrade eTrade Currently use eTrade Used in the past eTrade Never used Question Title * 18. Which company mentioned above, if any, would you NEVER USE? Question Title * 19. Of the companies you mention you use....For each of the apps, or services you currently use, what do you use them for? To send and receive money To store and save money To buy, sell, or hold crypto currency To buy, sell, or hold traditional equities I do not use this one Venmo Venmo To send and receive money Venmo To store and save money Venmo To buy, sell, or hold crypto currency Venmo To buy, sell, or hold traditional equities Venmo I do not use this one Zelle Zelle To send and receive money Zelle To store and save money Zelle To buy, sell, or hold crypto currency Zelle To buy, sell, or hold traditional equities Zelle I do not use this one Cash App Cash App To send and receive money Cash App To store and save money Cash App To buy, sell, or hold crypto currency Cash App To buy, sell, or hold traditional equities Cash App I do not use this one Robinhood Robinhood To send and receive money Robinhood To store and save money Robinhood To buy, sell, or hold crypto currency Robinhood To buy, sell, or hold traditional equities Robinhood I do not use this one PayPal PayPal To send and receive money PayPal To store and save money PayPal To buy, sell, or hold crypto currency PayPal To buy, sell, or hold traditional equities PayPal I do not use this one Coinbase Coinbase To send and receive money Coinbase To store and save money Coinbase To buy, sell, or hold crypto currency Coinbase To buy, sell, or hold traditional equities Coinbase I do not use this one Stripe Stripe To send and receive money Stripe To store and save money Stripe To buy, sell, or hold crypto currency Stripe To buy, sell, or hold traditional equities Stripe I do not use this one Fidelity Fidelity To send and receive money Fidelity To store and save money Fidelity To buy, sell, or hold crypto currency Fidelity To buy, sell, or hold traditional equities Fidelity I do not use this one Kraken Kraken To send and receive money Kraken To store and save money Kraken To buy, sell, or hold crypto currency Kraken To buy, sell, or hold traditional equities Kraken I do not use this one SoFi SoFi To send and receive money SoFi To store and save money SoFi To buy, sell, or hold crypto currency SoFi To buy, sell, or hold traditional equities SoFi I do not use this one Chime Chime To send and receive money Chime To store and save money Chime To buy, sell, or hold crypto currency Chime To buy, sell, or hold traditional equities Chime I do not use this one Ally Ally To send and receive money Ally To store and save money Ally To buy, sell, or hold crypto currency Ally To buy, sell, or hold traditional equities Ally I do not use this one Crypto.com Crypto.com To send and receive money Crypto.com To store and save money Crypto.com To buy, sell, or hold crypto currency Crypto.com To buy, sell, or hold traditional equities Crypto.com I do not use this one WeBull WeBull To send and receive money WeBull To store and save money WeBull To buy, sell, or hold crypto currency WeBull To buy, sell, or hold traditional equities WeBull I do not use this one Charles Schwab Charles Schwab To send and receive money Charles Schwab To store and save money Charles Schwab To buy, sell, or hold crypto currency Charles Schwab To buy, sell, or hold traditional equities Charles Schwab I do not use this one Bank of America Bank of America To send and receive money Bank of America To store and save money Bank of America To buy, sell, or hold crypto currency Bank of America To buy, sell, or hold traditional equities Bank of America I do not use this one Chase Chase To send and receive money Chase To store and save money Chase To buy, sell, or hold crypto currency Chase To buy, sell, or hold traditional equities Chase I do not use this one eTrade eTrade To send and receive money eTrade To store and save money eTrade To buy, sell, or hold crypto currency eTrade To buy, sell, or hold traditional equities eTrade I do not use this one Question Title * 20. Which of the following best captures the average amount you’re trading each month across traditional equities and cryptocurrency? $0 - $2,000 $2,000 - $10,000 $10,000 - $20,000 $20,000 - $50,000 $50k - $100K $100K+ Question Title * 21. Which of the following best captures the amount in traditional equities you’re typically trading each month in USD? I'm not trading any traditional equities 0 - $2,000 $2,000 - $10,000 $10,000 - $20,000 $20,000 - $50,000 $50k - $100K $100K+ Question Title * 22. Do you own or use any cryptocurrency? (e.g. Bitcoin, Ethereum, stablecoins like USD Coin, or shares of a cryptocurrency ETF) Currently own or use Owned or used in the past, but not currently Never owned or use Question Title * 23. How open are you to owning or using cryptocurrency in the future? Extremely open - I’m actively exploring or ready to try Very open - I’m generally interested, but haven’t explored yet Somewhat open - I’d consider it under the right conditions Slightly open - I’m skeptical, but not completely against Not at all open - I would never consider this Question Title * 24. Now we’d like to ask you two open-ended questions to better understand how you think about investing. There are no wrong answers - we’d just love for you to be as descriptive as possible. How would you describe your goals today when it comes to investing? Question Title * 25. What’s your biggest frustration today when it comes to investing, and the tools you’re currently using to invest? Question Title * 26. How well does each statement describe you on a scale of 1-10? With a “10” meaning that the statement describes you extremely well, a “1” would indicate that the statement does not describe you at all. 1-Does not describe you at all 2 3 4 5 6 7 8 9 10-Describes you extremely well If asked to describe something, I can usually do so in detail If asked to describe something, I can usually do so in detail 1-Does not describe you at all If asked to describe something, I can usually do so in detail 2 If asked to describe something, I can usually do so in detail 3 If asked to describe something, I can usually do so in detail 4 If asked to describe something, I can usually do so in detail 5 If asked to describe something, I can usually do so in detail 6 If asked to describe something, I can usually do so in detail 7 If asked to describe something, I can usually do so in detail 8 If asked to describe something, I can usually do so in detail 9 If asked to describe something, I can usually do so in detail 10-Describes you extremely well I’m comfortable expressing my feelings in a social setting I’m comfortable expressing my feelings in a social setting 1-Does not describe you at all I’m comfortable expressing my feelings in a social setting 2 I’m comfortable expressing my feelings in a social setting 3 I’m comfortable expressing my feelings in a social setting 4 I’m comfortable expressing my feelings in a social setting 5 I’m comfortable expressing my feelings in a social setting 6 I’m comfortable expressing my feelings in a social setting 7 I’m comfortable expressing my feelings in a social setting 8 I’m comfortable expressing my feelings in a social setting 9 I’m comfortable expressing my feelings in a social setting 10-Describes you extremely well I get excited about trying something I haven’t done before I get excited about trying something I haven’t done before 1-Does not describe you at all I get excited about trying something I haven’t done before 2 I get excited about trying something I haven’t done before 3 I get excited about trying something I haven’t done before 4 I get excited about trying something I haven’t done before 5 I get excited about trying something I haven’t done before 6 I get excited about trying something I haven’t done before 7 I get excited about trying something I haven’t done before 8 I get excited about trying something I haven’t done before 9 I get excited about trying something I haven’t done before 10-Describes you extremely well I like using my imagination to come up with new ideas I like using my imagination to come up with new ideas 1-Does not describe you at all I like using my imagination to come up with new ideas 2 I like using my imagination to come up with new ideas 3 I like using my imagination to come up with new ideas 4 I like using my imagination to come up with new ideas 5 I like using my imagination to come up with new ideas 6 I like using my imagination to come up with new ideas 7 I like using my imagination to come up with new ideas 8 I like using my imagination to come up with new ideas 9 I like using my imagination to come up with new ideas 10-Describes you extremely well My friends often ask my opinion of things My friends often ask my opinion of things 1-Does not describe you at all My friends often ask my opinion of things 2 My friends often ask my opinion of things 3 My friends often ask my opinion of things 4 My friends often ask my opinion of things 5 My friends often ask my opinion of things 6 My friends often ask my opinion of things 7 My friends often ask my opinion of things 8 My friends often ask my opinion of things 9 My friends often ask my opinion of things 10-Describes you extremely well People tell me I’m creative People tell me I’m creative 1-Does not describe you at all People tell me I’m creative 2 People tell me I’m creative 3 People tell me I’m creative 4 People tell me I’m creative 5 People tell me I’m creative 6 People tell me I’m creative 7 People tell me I’m creative 8 People tell me I’m creative 9 People tell me I’m creative 10-Describes you extremely well Question Title * 27. Do you either personally own or have private access to a computer/laptop with a webcam? Yes No Question Title * 28. How would you describe your confidence in knowing how to use this computer with webcam for online video chats such as Zoom calls? Very confident Somewhat confident Not very confident Not at all confident Question Title * 29. About when was the last time you personally used this webcam? Within the past month About one to three months ago Longer than four months ago Never Question Title * 30. Is this computer with webcam in or could you set it up in a private area with a high-speed Internet connection in order to conduct a two hour uninterrupted interview? Yes No Question Title * 31. What times are you available on Thursday, October 29, 2026, to join us via a desktop or laptop computer with a webcam in a private quite location? Please note we will request you log on 15 minutes before the Zoom discussion begins 12:30-2:30PM ET 4:00-6:00PM ET 6:30-8:30PM ET Done