Wealth Digital Experience

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The J.D. Power Wealth Digital Experience Study full-service and self-directed investor satisfaction with wealth management mobile apps and websites. This study sets a quality benchmark for the industry and provides a thorough understanding of the digital needs, expectations, and desires of today’s full-service and self-directed, investors. Available in U.S. and 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.

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Experiences Explored

Customers surveyed in this analysis answer questions about:

  • Information/content
  • Navigation
  • Speed
  • Visual appeal

Press Release & Award Information

J.D. Power will issue a national press release that will highlight key findings and trends from the study and include top-to-bottom rankings of the brands in the study that meet J.D. Power’s predetermined research criteria. The brand(s) that ranks highest in each of the regions profiled this year and meets predetermined award criteria will have the opportunity to leverage their award publicly through the J.D. Power award licensing program, which requires subscribing to the study as a prerequisite.

Awards

Profiled Brands

Profiled brands as of October 2022.  Brands are subject to change.

2022 U.S. Profiled Brands

  • Ameriprise
  • Charles Schwab
  • Citigroup
  • E*TRADE
  • Edward Jones
  • Fidelity
  • J.P. Morgan Wealth Management
  • LPL
  • Merrill/Merrill Edge
  • Morgan Stanley
  • Raymond James
  • Robinhood
  • Stash
  • T. Rowe Price
  • TD Ameritrade
  • U.S. Bank
  • Vanguard
  • Wells Fargo

2022 Canada Profiled Brands

  • BMO
  • CI Assante
  • CIBC
  • Desjardins
  • Edward Jones
  • iA Private Wealth
  • IG Wealth Management
  • Manulife
  • National Bank
  • Questrade
  • RBC
  • Scotiabank
  • Sun Life Financial
  • TD

2023 U.S. Profiled Brands

  • Ameriprise
  • Charles Schwab
  • Citigroup
  • E*TRADE
  • Edward Jones
  • Fidelity
  • J.P. Morgan Wealth Management
  • LPL
  • Merrill/Merrill Edge
  • Morgan Stanley
  • Raymond James
  • Robinhood
  • Stash
  • T. Rowe Price
  • TD Ameritrade
  • U.S. Bank
  • Vanguard

2023 Canada Profiled Brands

  • BMO
  • CI Assante
  • CIBC
  • Desjardins
  • Edward Jones
  • iA Private Wealth
  • IG Wealth Management
  • Manulife
  • National Bank
  • Questrade
  • RBC
  • Scotiabank
  • Sun Life Financial
  • TD

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