Beginning on August 20, 2023 WealthManagement.com emailed to active users, on behalf of Realized, invitations to participate in an online survey.In total, 535 completed responses were received by September 5, 2023.

To encourage prompt response and increase the response rate overall, email invitations and survey materials were branded with the WealthManagement.com name and logo to capitalize on user affinity for this valued brand. As a token of appreciation for their participation in the survey, each respondent was afforded the opportunity to enter a drawing for a Series 8 Apple Watch, valued at $399.