Welcome To Our Online Store

DALBAR's Online Store gives you instant access to leading research covering service and product quality in the financial services industry, including DALBAR's flagship report, The Quantitative Analysis of Investor Behavior (QAIB). Our online store places DALBAR's assessments, evaluations and ratings of all aspects of the financial services industry at your fingertips. This research will help you to drive the decisions to excel in all areas of service and support for clients, advisors, industry professionals and their communities.

Refund Policy

DALBAR takes customer satisfaction with our products very seriously.  All reasonable requests for refunds will be promptly considered by our customer service team.  You may receive a refund on a product that was delivered to you by online download by adhering to the following guidelines.

All returns for downloaded products must be pre-authorized by DALBAR as described below. Your right to obtain a refund for downloaded products lasts only for a limited time. Your request for a Return Merchandise Authorization Number (described below) must be made to DALBAR within 10 days of the date DALBAR made the product(s) available to you for download (the "Purchase Date"), and DALBAR must receive, at its offices, your fully completed and signed Affidavit of Product Destruction within 15 days of the Purchase Date. No refund will be made until the Affidavit has been received by DALBAR, or if the time requirements described above are not met. DALBAR is not responsible for lost or misdirected mail, delays in downloading, or other communication system delays.

To receive a refund for downloaded product purchases from DALBAR, you must obtain from DALBAR an Affidavit of Product Destruction (described below), and complete and return the Affidavit to DALBAR. No credit will be issued for incomplete returns. You must also destroy all copies of the product(s) you may have made or stored in any place. Once you have returned the Affidavit of Product Destruction to DALBAR, all licenses you may have to use the product(s) will be immediately terminated, and any further use of the product(s) will be an infringement of copyrights as well as other intellectual property rights.

All Affidavits of Product Destruction must have a Return Merchandise Authorization Number (RMA #) issued by DALBAR clearly displayed on the form. To receive a RMA #, e-mail us at return@Dalbar.com, or write to: DALBAR Inc., 303 Congress Street, Boston, Massachusetts, USA. You must provide sufficient information for DALBAR to be able to identify your transaction, such as the DALBAR order number and/or invoice number and/or date of transaction given to you when the download was ordered. If DALBAR is able to identify your order, and the request is made within the time-frame discussed above, you will be given a RMA # as well as a copy of the Affidavit of Product Destruction ready for completion and return to DALBAR.

When making your request for an RMA, please provide DALBAR with your e-mail address if you can receive and print a document in Adobe Acrobat® (or ".pdf") format. If you are not able to receive the form by e-mail in a .pdf format, you must also provide us with a fax number or mailing address to receive the form. Remember, no matter how you choose to receive and/or return the form, you are still responsible for meeting the limited time rule discussed above. You must fill out any missing information on the Affidavit of product Destruction, sign and date the Affidavit, and return it to DALBAR as instructed on the form.

When DALBAR receives your properly completed and signed Affidavit of Product Destruction within the time-frame discussed above, DALBAR will provide a refund to you of the amount you paid for the product plus refund any appropriate taxes charged with that order. Refunds will be made in the same manner as you purchased the product. If you purchased by check, DALBAR will send you a check, so please be sure we have your mailing address. If you purchased by credit card, your credit card account will be credited. If you purchased by company purchase order, your account will be credited.

For more information about DALBAR's online store, please contact Brooke Halloran at 617.624.7273.