With which financial institution(s) do you currently have savings, brokerage or retirement accounts? (select all that apply) Ameriprise JPMorgan Chase UBS Bank of America Merrill Lynch US Bank Charles Schwab Morgan Stanley Smith Barney Vanguard Citi or Citi Private Bank PNC Wells Fargo Fidelity Investments T. Rowe Price Wells Fargo Advisors Other national, regional or local bank (specify) Other brokerage or financial advisory firm (specify) Credit union (specify)