Investor Study

Approximately 30 percent of respondents to the 2018 National Financial Capability Study (NFCS) State-by-State Survey reported investing outside of tax-advantaged retirement accounts such as an IRA or 401(k). To obtain deeper insight on investing decisions, the FINRA Foundation commissioned a separate follow-up survey of investors as part of the 2018 NFCS. The Investor Survey explores topics such as relationships with investment brokers and advisors, understanding and perceptions of fees charged for investment services, usage of investment information sources, attitudes towards investing in general, and investor knowledge.

Read the Investor Report from the 2018 NFCS.

For detailed findings on the financial knowledge and behavior of American investors, read the Investor report, or download the data.

More information about the Investor report, including the questionnaire and methodological documents can be found on the Data and Downloads page.