Forrester makes an effort to present accurate and thorough analysis; however, when published information requires a correction or clarification we will provide a brief description of the change below.
The following information changed on this document:
We previously noted that there were 34 criteria because we were counting a criterion that listed all of the possible touchpoints. In the criteria table, we only name 33 criteria. Additionally, we referred to TD Ameritrade as Ameritrade and have updated all instances of this company name.