Digital Wallet Setup Survey

Set up your digital wallet with personalized payment, card, budgeting, savings, security, and notification preferences based on your financial goals and everyday needs.

Related topics

• Personal Finance
• Account Security
• AML
• AssetVerification
• Budgeting
• BusinessIncome
• Compliance
• ComplianceForm
• CustomerDueDiligence
• Debit Card
• Digital Payments
• Digital Wallet
• DocumentVerification
• ElectronicSignature
• EmploymentDetails
• Financial Goals
• Financial Onboarding
• Financial Services
• FinancialOnboarding
• FinancialProfile
• FinancialVerification
• Fintech
• FundsVerification
• IncomeSource
• IncomeVerification
• InvestmentIncome
• KYC
• Mobile Payments
• Money
• Money Management
• Money Transfers
• NetWorth
• PEPCheck
• Personal Finance
• ProofOfIncome
• RegulatoryCompliance
• RiskAssessment
• Savings
• SourceOfFunds
• TransactionActivity
• Wallet Setup
• WealthAssessment

Digital Wallet Setup Survey

Welcome & Financial Goals

Primary Account Goal

□Daily spending and budgeting

□Sending money to friends and family locally

□International money transfers / Remittances

□Investing in stocks, ETFs, or crypto

□Saving for specific milestones (e.g., vacation, house)

Expected Funding Sources

□Linking a traditional bank account (ACH/Direct Debit)

□Linking a Credit/Debit Card

□Direct Deposit from my employer's paycheck

□Receiving transfers from other wallet users

Payment & Card Customization

Card Preference

○Virtual Card Only (Instant Use)

○r Physical Card + Virtual Card

Card Design / Color Selection

○Electric Indigo

○Ocean Cyan

○Midnight Onyx

○Orchid Lavender

Contactless & Digital Wallet Integrations

Which mobile payment platforms do you want to link your card to?

□Apple Pay

□Google Wallet

□Samsung Wallet

Budgeting & Smart Feature Opt-Ins

Round-Up Savings Opt-In

Would you like to turn on Spare Change Round-Ups? (e.g., buying a coffee for $3.50 automatically puts $0.50 into your savings vault)

○Yes

○No

Monthly Budget Target

Rough monthly spending limit for automated budgeting alerts

12345

Overdraft Protection Toggle

I agree to receive instant alerts whenever my account balance drops below zero.

Acceptance required

Security & Notification Preferences

Preferred Security Settings

□Enable Biometric Login (FaceID / Fingerprint)

□Enable 2-Factor Authentication (2FA) for every transaction over $50

Notification Channels

□Instant Push Notifications (Recommended)

□SMS Text Messages

□Email Summaries

Explore this customizable form template on TovForm.