The JD Power Wealth Digital Experience Study evaluates customer satisfaction with the wealth management digital experience, inclusive of both apps and websites across two segments:
- Advised Investors – clients who invest through a dedicated financial advisor or team of advisors, or who engage with available financial professionals for guidance without working with a specific assigned advisor
- DIY Investors – clients who trade and invest independently without assistance from a financial professional
Available in the U.S. and in Canada.
Benefits
Why subscribe?
This study was created in order to identify opportunities to improve the mobile wealth app and website experience for personal brokerage clients. Subscribers have access quantitative and qualitative survey feedback with expert UX assessment of site features and navigation.
Why subscribe?
This study was created in order to identify opportunities to improve the mobile wealth app and website experience for personal brokerage clients. Subscribers have access quantitative and qualitative survey feedback with expert UX assessment of site features and navigation.
Experiences Explored
The study evaluates customer satisfaction with the wealth management digital experience based on four factors:
- Information
- Design (Visual Appeal & Navigation)
- System (Speed, Security & Login)
- Tools/Capabilities
The study evaluates customer satisfaction with the wealth management digital experience based on four factors:
- Information
- Design (Visual Appeal & Navigation)
- System (Speed, Security & Login)
- Tools/Capabilities
Key Dates
2026 U.S. Wealth Digital Experience Study Milestones
Fielding: June 2026
Publish: November 11, 2026
Press Release: November 19, 2026
2026 Canada Wealth Digital Experience Study Milestones
Fielding: June 2026
Publish: November 19, 2026
Press Release: November 24, 2026
2026 U.S. Wealth Digital Experience Study Milestones
Fielding: June 2026
Publish: November 11, 2026
Press Release: November 19, 2026
2026 Canada Wealth Digital Experience Study Milestones
Fielding: June 2026
Publish: November 19, 2026
Press Release: November 24, 2026
Press Release & Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Read the latest press release
U.S. Wealth Management Digital Experience Study Press Release
CA Wealth Management Digital Experience Study Press Release
See how our Awards make an impact.
U.S. Wealth Management Digital Experience Study Award Information
CA Wealth Management Digital Experience Study Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Read the latest press release
U.S. Wealth Management Digital Experience Study Press Release
CA Wealth Management Digital Experience Study Press Release
See how our Awards make an impact.
U.S. Wealth Management Digital Experience Study Award Information
CA Wealth Management Digital Experience Study Award Information
Make decisions with confidence.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
Profiled Brands
2026 U.S. Wealth Digital Experience (Web & Mobile App) - Advised Investors
- Ameriprise
- Charles Schwab
- Citi
- Edward Jones
- Fidelity
- J.P. Morgan Wealth Management
- LPL
- Merrill
- Morgan Stanley
- Northwestern Mutual
- PNC
- Prudential
- Raymond James
- Stifel
- TIAA
- Truist
- U.S. Bank
- UBS
- Vanguard
- Wells Fargo Advisors
2026 U.S. Wealth Digital Experience (Web & Mobile App) - DIY Investors
- Acorns
- Ally
- Charles Schwab
- Citi
- E*TRADE from Morgan Stanley
- Fidelity
- J.P. Morgan Wealth Management
- Merrill Edge
- Robinhood
- SoFi
- Stash
- Vanguard
- Webull
- WellsTrade
2026 Canada Wealth Digital Experience (Web & Mobile App) - Advised Investors
- BMO Nesbitt Burns
- CI Financial (Assante Wealth Management)
- CIBC Wood Gundy
- Desjardins
- Edward Jones
- iA Private Wealth
- IG Wealth Management
- National Bank Financial
- RBC Dominion Securities Inc.
- ScotiaMcLeod
- Sun Life Financial
- TD Wealth PIA (Private Investment Advice)
2026 Canada Wealth Digital Experience (Web & Mobile App) - DIY Investors
- BMO InvestorLine
- CIBC Investor's Edge
- Desjardins Online Brokerage (Disnat)
- National Bank Direct Brokerage Questrade
- Questrade
- RBC Direct Investing
- Scotia iTRADE
- TD Direct Investing
- Wealthsimple
2026 U.S. Wealth Digital Experience (Web & Mobile App) - Advised Investors
- Ameriprise
- Charles Schwab
- Citi
- Edward Jones
- Fidelity
- J.P. Morgan Wealth Management
- LPL
- Merrill
- Morgan Stanley
- Northwestern Mutual
- PNC
- Prudential
- Raymond James
- Stifel
- TIAA
- Truist
- U.S. Bank
- UBS
- Vanguard
- Wells Fargo Advisors
2026 U.S. Wealth Digital Experience (Web & Mobile App) - DIY Investors
- Acorns
- Ally
- Charles Schwab
- Citi
- E*TRADE from Morgan Stanley
- Fidelity
- J.P. Morgan Wealth Management
- Merrill Edge
- Robinhood
- SoFi
- Stash
- Vanguard
- Webull
- WellsTrade
2026 Canada Wealth Digital Experience (Web & Mobile App) - Advised Investors
- BMO Nesbitt Burns
- CI Financial (Assante Wealth Management)
- CIBC Wood Gundy
- Desjardins
- Edward Jones
- iA Private Wealth
- IG Wealth Management
- National Bank Financial
- RBC Dominion Securities Inc.
- ScotiaMcLeod
- Sun Life Financial
- TD Wealth PIA (Private Investment Advice)
2026 Canada Wealth Digital Experience (Web & Mobile App) - DIY Investors
- BMO InvestorLine
- CIBC Investor's Edge
- Desjardins Online Brokerage (Disnat)
- National Bank Direct Brokerage Questrade
- Questrade
- RBC Direct Investing
- Scotia iTRADE
- TD Direct Investing
- Wealthsimple