2021 Investing & Technology Survey

A study of how U.S. investors are adopting technology in the ‘new normal’, and when human guidance remains critical.

Key findings

Four in 10 investors (41%) report that they used technology and digital tools to manage their finances more during the COVID-19 pandemic than ever before.
One in three investors (32%) will adopt technology at a faster rate to manage finances post-pandemic.
One in five investors (19%) believes that technology will fully manage their investment portfolio within a year.

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About the survey

The online survey was conducted by Logica Research from June 14 to June 28, 2021, among a national sample of 1,000 Americans investors aged 18 to 75 and an augment sample of 200 investors who began investing in 2020 or 2021, as well as an augment sample of 200 affluent investors. Quotas were set to balance the national sample on key demographic variables. Supporting documentation for any claims or statistical information is available upon request.

For more information, email Schwab