| • Intro: LPL Financial Services is conducting an important study that will enable us to better understand how you use the batch statement feature of BranchNet in our efforts to continue to provide you with exceptional service and technology. Enclosed is a very short online survey. It is easy to fill out and your responses will be kept confidential. We appreciate your assistance, as your participation is essential for LPL Financial to continue to provide great service, support, and technology. Please ensure that the person within your office that generates batch statements (and uses the DXZ statement viewer) from BranchNet is the person that responds to the survey.
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• Background: LPL BranchNet allows the user to view and download Statements & 1099 Statements. After specifying Year, Period, Rep ID and Search & Sort criteria, the advisor may choose from three types of Output Files: Statement Viewer (DXZ), Image View and Adobe Acrobat File (PDF). This survey is designed to address the various uses of the Statement Viewer (DXZ).
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| When searching for your Client Statements and 1099s from BranchNet/BranchFile, what are the reasons that best describe why you choose “Statement Viewer (DXZ)” output over “Web Image View (PNG)” and “Adobe Acrobat File (PDF)”? |
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| When viewing batches of statements and 1099s within the Statement Viewer (DXZ), which best describes the frequency by which you use the keyword search? |
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| If you use the keyword search for statement batches within the Statement Viewer (DXZ), what are the reasons you are using the search capability? (Please check all that apply) |
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| Do you use the statement batches for anything other than just reviewing statements (i.e. have you built any processes in your office that are dependent on the batch statement data) |
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| Do you ever access the same batch of statements more than once? |
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If you access the same batch of statements more than once, do you access archived statements or do you revisit BranchNet/BranchFile?
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| When downloading statements using Statement Viewer, what is the minimum number of statements that you include in a batch? | | |
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| When downloading statements using Statement Viewer, what is the maximum number of statements that you include in a batch? | | |
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| When downloading statements using Statement Viewer, what is the typical number of statements that you include in a batch? | | |
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| What specific information are you searching for within the Statement Viewer? (Check all that apply) |
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| What are the main criteria you are selecting when using the Statement Viewer? (Check all that apply) |
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| Please rank the priority of the following search criteria when using the Statement Viewer keyword search functionality by entering a value 1 to 5 for each of the following: (5 is most important, 1 means least important)
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| Are there any additional reasons, not identified in the previous question, that you are using the keyword search function on Statement Viewer for statement files? [Here's the list already covered in the previous question: transactions, holdings/position, account value, performance, client contact info, cost basis, 1099] | | |
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| How frequently are you using the keyword search capabilities of the Statement Viewer? |
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| If given the ability to store and access your client statements online instead of storing locally, how comfortable would you be with that change? On a scale of 1 to 5, 1 being very comfortable, 5 being uncomfortable: |
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| If given the opportunity to pre-order your batches of statements on a regularly scheduled monthly basis (i.e. pre-fetch your statements), would you choose this option over the current process of downloading batches at will? |
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