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CIBC Online Brokerage Survey

Info gathering

  1. Which of the following CIBC companies do you consider to be your primary brokerage provider?

  2. On average, how often do you visit your primary brokerage's website?

  3. What is the primary reason that you normally visit your brokerage website?

  4. Do you have any brokerage accounts outside of CIBC?

  5. If you answered yes to question 4, do you use the online services offered by the brokerage where you hold your account(s)?

For the newly redesigned CIBC brokerage sites:

  1. Using a scale of 1 to 5, where 1 is poor and 5 is excellent, please rank the following:

    1. Visual appearance of the site

    2. Organization and layout

    3. Ease of finding and viewing information

    4. Ease of conducting transactions

  2. Using a scale of 1 to 5, where 1 is very dissatisfied and 5 is very satisfied, how satisfied or dissatisfied are you with the changes to the website?

  3. Using a scale of 1 to 5, where 1 is very dissatisfied and indicates that change is required and 5 is very satisfied and indicates that no change is required, please rank your satisfaction with the following sections of the website:

    1. Trading

    2. Account Information and Holdings

    3. Transaction History and online Statements/Tax Packages

    4. Quotes and Research

    5. Education and Help Content

    6. Tools and Calculators

  4. If you have indicated dissatisfaction with any sections of the website, or if you have any other concerns or feedback about the website, please provide suggestions or comments that you feel will improve your online experience. Be specific where possible.

  5. General comments

If you wish to be contacted, please provide your





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