Share of Investment Account Openings by Investor Type

Advised Investors

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Data reflects Q2 2026

Chart: Charts and graphs extracted from this content for use by the media must be accompanied by a statement identifying JD Power as the publisher and the study from which it originated as the source. No advertising, commercial, or other promotional use can be made of the information in this content or JD Power survey results without the express prior written consent of JD PowerSource: JD Power Financial Services Churn Data and AnalyticsDownload image