Investor Profile Test

Customers are now eligible for lower interest rates and discounted closing costs on a mortgage.

New and existing BankName customers may qualify for lower interest rates or discounted closing cost on a mortgage.

21 to 25

26 to 35

36 to 45

46 to 55

Over 55

None

Under $5000

$5001 - $15,000

$15,001 - $35,000

Over $35,000

None

-8

Under 5%

-2

5% - 10%

10% - 15%

Over 15%

Under 6 months

-8

1 to 3 years

-2

3 to 5 years

5 to 10 years

Over 10 years

Essential

Very Important

Important

Somewhat Important

Not Important

Essential

Very Important

Important

Somewhat Important

Not Important

None

10 minutes per week

30 minutes per week

1 hour per week

2 hours per week

I wouldn't invest unless I am sure of getting back every cent

I could accept a slight risk of losing money in hopes of getting a higher return than from a money market account or CD

I could accept a moderate risk with my money in hopes of getting still higher returns

I could accept a substantial chance of loss if that gives me a shot at the highest returns in the long run

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Note: This chart is for your information only. Your total score does not recommend a particular mutual fund, nor does it guarantee that any mutual fund will achieve its investment objective. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund. ©2023 BankSITE® Services, All Rights Reserved

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Want A Simple Way To Invest
Without Being A Wall Street Expert?

Investor Profile Test

Your Age

Money in the bank (savings, money market accounts, CDs)

How much of your income do you save every month?

If you invest in a fund, how soon would you need the money back?

How important is it for your fund to pay you a monthly income?

How important is it for your fund to grow in value?

How much time can you spend monitoring your fund?

Which of the following statements do you agree with most?

Want A Simple Way To Invest Without Being A Wall Street Expert?

Investor Profile Test

Your Age

Money in the bank (savings, money market accounts, CDs)

How much of your income do you save every month?

If you invest in a fund, how soon would you need the money back?

How important is it for your fund to pay you a monthly income?

How important is it for your fund to grow in value?

How much time can you spend monitoring your fund?

Which of the following statements do you agree with most?

Want A Simple Way To Invest
Without Being A Wall Street Expert?