Davidson Wealth Team

# Premium Copy-Trading Setup

Complete this brief questionnaire to help us tailor your copy-trading experience

Progress Step 1 of 12
Contact Information
Email Address
Please enter a valid email address
Personal Details
Full Name
Please enter your full name
Phone Number
Please enter a valid phone number
Country of Residence
Please specify your country
Please select your country
Age Group
18-24 years
25-34 years
35-44 years
45-54 years
55-64 years
65+ years
Please select your age group
Trading Experience
How would you describe your trading experience?
New to trading
I have little to no experience with trading
Experienced trader
I have significant trading experience
Please select your experience level
Investment Amount
How much do you plan to start with? (USD)
Minimum investment amount is $100
Please enter a valid amount
Source of these funds
Please select your source of funds
Trading Platforms
Which investment platforms do you currently use?
Separate multiple platforms with commas
Please enter at least one platform
Do you currently hold investments you'd like to trade with?
Yes
I have existing assets to trade with
No
I'll be starting with new funds
Please select an option
Current Assets
List your current assets and amounts (USD)
Please list at least one asset
Investment Amount
How much do you plan to start with? (USD)
Minimum investment amount is $100
Please enter a valid amount
Source of these funds
Please select your source of funds
Trading Background
What is your trading background?
Please select your trading background
Which trading features are most important to you?
Please select important features
What effects are you looking for?
Please select desired effects
Investment Goals
What is your main goal with copy-trading?
Please select your main goal
How involved do you want to be?
Please select your involvement level
If your portfolio declined by 15% in a month, you would:
Please select your reaction
Risk & Return Profile
What is your expected annual return target?
Enter your realistic expected return percentage
Please enter a valid return target
How would you describe your risk tolerance?
Conservative
I prefer minimal risk to protect my capital
Moderate
I'm comfortable with balanced risk/reward
Aggressive
I can tolerate high risk for higher returns
Please select your risk tolerance

### Thank You for Your Application!

We've received your copy-trading setup questionnaire. Our team will review your information and contact you within 24 hours to discuss the next steps.

In the meantime, feel free to explore our educational resources to learn more about our trading strategies.