Top 10 firms for do-it-yourself investors
No. 10: Wells Trade
Customer satisfaction index ranking: 722
Power circle rating: 2 circles
The J.D. Power & Associates 2013 U.S. Self-Directed Investor Satisfaction Study measures investors’ satisfaction with their investment firm based on performance in six factors (in order of importance): interaction; account information; trading charges and fees; account offerings; information resources; and problem resolution. Overall satisfaction in 2013 averages 752, down from 768 in 2012.
(Index ranking based on a 1,000-point scale; Power Circle ratings: five circles, among the best; four circles, better than most; three circles, about average; two circles, the rest. Source: J.D. Power & Associates 2013 U.S. Self-Directed Investor Satisfaction Study.)