Top rated investment firms by consumers 

Edward Jones and Fidelity Investments Earn Top Customer Experience Ratings for Investment Firms, According to Temkin Group

Credit unions, USAA, and Regions deliver the best customer experience in the banking industry, according to the 2016 Temkin Experience Ratings, an annual customer experience ranking of companies based on a survey of 10,000 U.S. consumers.

Edward Jones and Fidelity tied for the top spot out of 13 investment firms in this year’s ratings, each earning a score of 64%. While this is Fidelity’s third straight year at the top, this is the first year Edward Jones has ascended from the middle of the pack.

Below is the Ranking:

1. Edward Jones Rating: 64% (tie)
2. Fidelity Investments Rating: 64% (tie)
3. Morgan Stanley Rating: 63%
4. Charles Schwab Rating: 62%
5. Merrill Lynch Rating: 60% (tie)
6. Vanguard Rating: 60% (tie)
7. Ameriprise Financial Rating: 57%
8. TD Ameritrade Rating: 55%
9. Scottrade Rating: 54%
10. E*TRADE Rating: 51% (tie)
11. Wells Fargo Advisors Rating: 51% (tie)
12. Capital One 360 Rating: 48%

To generate these ratings, Temkin Group asked 10,000 U.S. consumers to evaluate their recent experiences with a company across three dimensions: success (can you do what you want to do?), effort (how easy is it to work with the company?), and emotion (how do you feel about the interactions?). Temkin Group then averaged these three scores to produce each company’s Temkin Experience Rating.

The 2016 Temkin Experience Ratings, along with other ratings, can be accessed at the Temkin Ratings website, www.TemkinRatings.com.

Source: PR Newswire – Top rated investment firms by consumers

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