U.S. Wealth Management Digital Experience Study
Benchmark the Digital Experience That Defines Investor Loyalty
The Wealth Management Digital Experience Study evaluates how customers experience the websites and mobile apps of the 18 largest full-service and self-directed wealth management firms in the U.S. Respondents complete guided interactions with real digital properties and provide detailed feedback on usability, content, performance, and design.
What the Study Measures
The Industry Standard for Wealth Digital Experience
Evaluates digital experience across four core dimensions:
• System performance including speed, security, and login
• Design including navigation and visual appeal
• Information available to the customer
• Tools and capabilities of digital platforms
Tracks:
• Experiences across advisor-led and self-directed investors
• Usability across websites and mobile applications
• Performance across leading wealth management platforms
Includes:
• Annual rankings and opportunity to license awards
• Screenshots and qualitative analysis of top performers—highlighting best practices that drive the strongest online and mobile experiences
• Performance dashboard benchmarking each brand’s performance across indices, dimensions, and KPIs.
How It Works
How the Wealth Digital Experience Study Works
• Uses guided interactions with real digital platforms across leading firms
• Captures detailed feedback on usability, content, performance, and design
• Measures experience across websites and mobile applications
• Links digital experience to investor satisfaction and engagement
Core Strengths
Better Digital, Stronger Loyalty
• Identifies how digital shapes trust, engagement, and loyalty
• Highlights expectations for intuitive, fast, personalized experiences
• Reveals impact of digital gaps on advisor effectiveness
• Shows how firms differentiate through digital UX
Business Impact
Transform Digital Performance, Drive Growth
• Benchmarks where digital experience stands relative to top competitors
• Clarifies friction points that reduce engagement, satisfaction, and loyalty
• Identifies improvements that create operational efficiency and reduce service burden
• Strengthens digital-driven retention and conversion strategies
Key Dates
2026
Fielding: June 2026
Publish: November 11, 2026
Press Release: November 19, 2026
2026
Fielding: June 2026
Publish: November 19, 2026
Press Release: November 24, 2026
Press Release & Award Information
JD Power will issue a national press release featuring key findings, trends, and brand rankings from the study. Only brands that meet JD Power’s research criteria will be ranked. Brands that rank highest in their segment and meet award criteria may promote their award through the JD Power licensing program—available exclusively to study subscribers.
Profiled Brands
2026 U.S. Wealth Digital Experience (Web & Mobile App) – DIY Investors
Acorns
Ally
Charles Schwab
Citi
E*TRADE from Morgan Stanley
Fidelity
J.P. Morgan Wealth Management
Merrill Edge
Robinhood
SoFi
Stash
Vanguard
Webull
WellsTrade
2026 Canada Wealth Digital Experience (Web & Mobile App) – Advised Investors
BMO Nesbitt Burns
CI Financial (Assante Wealth Management)
CIBC Wood Gundy
Desjardins
Edward Jones
iA Private Wealth
IG Wealth Management
National Bank Financial
RBC Dominion Securities Inc.
ScotiaMcLeod
Sun Life Financial
TD Wealth PIA (Private Investment Advice)
2026 Canada Wealth Digital Experience (Web & Mobile App) – DIY Investors
BMO InvestorLine
CIBC Investor’s Edge
Desjardins Online Brokerage (Disnat)
National Bank Direct Brokerage Questrade
Questrade
RBC Direct Investing
Scotia iTRADE
TD Direct Investing
Wealthsimple
Who should use it
Designed for Leaders Shaping Digital Wealth Experiences
• Digital product teams
• UX/UI designers
• Client experience leaders
• Wealth strategy and innovation leaders
• Marketing and digital engagement teams
PowerSource
Insights Available at a Touch of a Button
Subscribers to this study have full access to benchmark reporting, competitor analysis, and more with PowerSource.
