Using AI note-taking tools during your session is a violation of confidentiality as outlined in the NDA/Consent Form you must sign as part of this research. We will provide you with instructions for how to disable AI note-taking tools for the platform your session is taking place on. Do you agree not to use AI note-taking tools and to receive the instructions for how to turn off AI-notetaking on the platform your session is taking place on?
Please indicate the type(s) of financial/banking services you currently have
Please describe your most recent experience with your business checking account: ● What financial institution is the checking and/or savings account with?
● What type of transaction did you complete?
● How did you complete the transaction (e.g., in-person, drive-up teller, ATM, online)
As part of this study, we would like you to provide a picture of your Amex consumer Checking account AND Amex Business checking account. The reason we are asking for this is to ensure that we are correctly recruiting you into this study as a card holder of your specific card. Additionally, this helps us ensure that we are recruiting a variety of card types throughout the study.
Are you willing to provide a redacted picture of your Amex debit cards or online checking accounts (with your account or card number/security card blurred out?)
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