Statement Preferences of High Net-Worth Clients

DALBAR's Statement Preferences of High Net Worth Clients report reveals the sentiments and behavior of over 200 individuals in relation to their account statements. Survey respondents revealed:

• The statement features of greatest value

• The time spent reviewing them

• Their thoughts about "the fine print"

• Their usage of paperless delivery or their aversion to it

• Their specific challenges with the use of paperless delivery

• The length of time they like documents archived

• What motivates them to enroll, and how they go about electing paperless delivery

• Their preferred notification method

• What, if anything, causes them to revert to paper

And much more!