Brokerage Online USER GUIDE

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1 Brkerage Online USER GUIDE

2 Table f Cntents 1. Intrductin... 4 Audience Overview... 5 Navigatin... 5 Brwser Requirements Access the Platfrm... 6 First Time Lgin... 6 Lgin... 6 Lgut Manage Accunt Settings & Preferences... 7 Change Passwrd... 7 Change Security Questins, Answers and Picture... 8 Accunt Nickname... 9 Accunt Grups... 9 Brkerage Alerts Create a Watchlist Subscribe Watchlist Alerts Delivery Settings and Hld Alerts fr Brkerage Alerts Electrnic Delivery Add Addresses Set Up e-delivery fr an Individual Accunt Set Up e-delivery fr Multiple Accunts using Quick Enrll View Statements & Reprts View Trade Cnfirmatins View Tax Dcuments View Ntificatins Accunt Prtfli Overview Balances Hldings Unrealized Gain/Lss Realized Gain/Lss Histry Prjected Cash Flw Transact Trade Equities Order a Mutual Fund Prspectus

3 Trade Mutual Funds Trade Optins View Order Status Cancel an Order Research Markets Qutes & News Investing Tls Ratebard Srt, Filter, Dwnlad and Print Srt Filter Dwnlad Generate Adbe PDF Print

4 1. Intrductin This guide will familiarize yu with the capabilities and functins f updated Brkerage Online platfrm. The platfrm enables yu t place trades nline, view yur prtfli, and perfrm market research and much mre. Audience This guide is t be used by yu, the investr, t learn hw t: Access the platfrm Navigate thrugh the platfrm Manage yur accunt preferences View yur accunt prtfli Place trades 4

5 2. Overview Brkerage Online is an nline investr platfrm enabling yu t access accunt infrmatin, place trades, view trade status, get qutes, and perfrm market research, read news and much mre. Yu can als view yur accunt, tax statements and trade cnfirmatins nline. Navigatin The Brkerage Online hme page prvides access t a majrity f the functins via tabs. Each tab perfrms a specific functin. Tab Advisr Hme Prtfli Transact Research Tls Enables Yu T: View the cntact infrmatin f the financial prfessinal fr all accunts linked t yur user ID. The advisr infrmatin displayed is the same as what appears n yur accunt statement. View the snapsht view f yur accunt verview. Alng with the snapsht view, yu can als view: balances, hldings, unrealized gain/lss, realized gain/lss, histry and prjected cash flw. Place a new equity, mutual fund, r ptin rder. Apart frm placing new rders, yu can als view the rder status, cmmissin schedule, and als pay bills. View hw the market is perfrming tday. Yu can als view qutes f recently visited stcks, news relating t the visited stcks, create watch lists t mnitr the required stcks and much mre. Create and view watch lists, view educatinal resurces and helpful links. Cmmunicatins View and dwnlad statements, reprts, trade cnfirmatins, tax dcuments, and read thrugh the frequently asked questins cmpiled by the brker-dealer. Yu can create new accunt grups, add an alias t yur linked accunts, and change yur passwrd and security questins. Yu can als set yur e-delivery preferences. Brwser Requirements The Brkerage Online platfrm supprts the fllwing brwsers: Ggle Chrme Versin 23.x and higher Mzilla Firefx Versin 17.x and higher Micrsft Internet Explrer Versin 7, 8, and 9 Apple Safari Versin 4.x and higher 5

6 3. Access the Platfrm First Time Lgin 1. G t: 2. In the User ID field, type yur lgin ID and click Cntinue. 3. In the Enter Passwrd field, type the temprary passwrd and click Cntinue. The Change Passwrd sectin 4. In the Old Passwrd field, type the temprary passwrd. 5. In the New Passwrd and Cnfirm New Passwrd fields, type the new passwrd. 6. Click Cntinue. The Security Questins page 7. Select fur security questins and prvide apprpriate answers fr each f the questin. 8. Click Cntinue. The Security Image page 9. Select a persnalized security image and click Cntinue. The Security Phrase page 10. Type yur persnalized security phrase and click Cntinue. The Security Review page 11. Review yur selectins and click Cntinue. The G Paperless page 12. Click the Update Preferences buttn t set up yur e-delivery instructins. 13. After setting up the e-delivery instructins, the Brkerage Online hme page Lgin 14. G t: In the User ID field, type yur lgin ID and click Cntinue. 16. In the Enter Security Answer field, type the answer t yur security questin and click Cntinue. 17. Cnfirm that yur security picture and phrase are crrect. 18. In the Enter Passwrd field, type yur passwrd and click Cntinue. The Brkerage Online hme page Lgut On the Brkerage Online hme page, click Lgut. 6

7 4. Manage Accunt Settings & Preferences Managing yur accunt is the key t effectively managing yur investments. The Brkerage Online platfrm has ptins t manage yur accunt settings and preferences, such as changing yur passwrd, security questins, creating an accunt grup, adding a nickname and many mre. Change Passwrd 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Security Settings sectin, click the Edit link in the Passwrd rw. 3. In the Enter Passwrd field, type yur current passwrd and click Cntinue. 4. In the New Passwrd and Cnfirm New Passwrd fields, type yur new passwrd and click Cntinue. A message displays stating the passwrd has been successfully changed. 5. Click the OK buttn t cntinue. 7

8 Change Security Questins, Answers and Picture 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Security Settings sectin, click the Edit link in the Security Questins & Answers rw. 3. In the Enter Passwrd field, type yur current passwrd and click Cntinue. The Change Security Questins and Answers page 4. T mask yur answers with asterisks, select the Mask Respnse t Secret Questins check bx. 5. Frm the questins list, select a questin and type yur answer in the text field prvided belw. 6. T avid answering the questins during sign in, select the Remember this device t avid answering these questins upn lgin check bx. Nte: If yu access the Brkerage Online site frm a public cmputer, d nt select this ptin. 8

9 7. Click Cntinue. The Change Security Picture and Phrase page 8. T change the security picture, click the Select a different image link and select the desired image. 9. T change the security phrase, type the required text and click Cntinue. A message displays stating the security picture and phrase was successfully changed. 10. Click Clse. Accunt Nickname A nickname enables yu t quickly identify yur accunts. The nickname is displayed t the left f the accunt number. 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Accunts area, click the (+) icn against the required accunt. 3. In the space prvided, type a nickname fr the accunt and click the Save Nickname buttn. Accunt Grups An accunt grup is a cllectin f accunts. The investment prtfli f an accunt grup can be effectively mnitred and managed frm a single place. Yu can create, mdify r delete a grup. Accunt grup name can have up t 25 characters and cntain alphanumeric characters, spaces, hyphens and apstrphes. Accunt grup must cntain a minimum f tw accunts. Duplicate accunt grups cannt be created. Accunts can exist in mre than ne accunt grup. 9

10 Create a New Grup 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Accunts & Grups sectin, click the Grups link. 3. Click the Add New Grup link. The Add New Grup windw 4. In the Grup Name field, type a name fr the grup. 5. In the All Accunt list, select the required accunt and click the Add link. T remve an accunt, select the required accunt in the right bx and click the Remve link. Tip: Yu can select multiple and cntinuus accunts by pressing Shift in the keybard and selecting the accunts. Yu can select multiple and randm accunts by pressing Ctrl in the keybard and selecting the accunts. 6. Click the Save Grups buttn. The grup is created and will be listed under Grups. Edit a Grup 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Accunts & Grups sectin, click the Grups link. 3. Click the Edit icn. The Edit Grup windw 4. Yu can edit the fllwing: Grup Name In the Grup Name field, type a new name fr the grup. Add r Remve Accunts T add an accunt, select the accunt in the All Accunt list and click the Add link. T remve an accunt, select the accunt in the right bx and click the Remve link. Tip: Yu can select multiple and cntinuus accunts by pressing Shift in the keybard and selecting the accunts. Yu can select multiple and randm accunts by pressing Ctrl in the keybard and selecting the accunts. 5. Click the Save Grups buttn. The grup is edited and will be listed under Grups. Delete a Grup 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Accunts & Grups sectin, click the Grups link. 3. Click the Delete icn. A warning windw 4. In the warning windw, click Yes t delete the grup, else click N. Brkerage Alerts The Brkerage Alerts service allws yu t mnitr accunt activity r stck prices. Yu can either retrieve the alerts nline r have the alerts delivered t yur address r cell phne device. Yu can set up the fllwing types f alerts: Trade 10

11 Activity Margin Call Watchlist Price Vlume & News Set Up Brkerage Alerts 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Alerts Setup sectin, click the Brkerage Alerts Set-up Guide link. A windw displays the terms and cnditins. 3. Read thrugh the terms & cnditins and click I Agree. 4. Click the Add Device(s) link. The Device(s) windw 5. In the Address 1 and Re-Type Address 1 fields, type the primary address t which yu want the alert delivered. 6. Select the delivery frmat f the alert, Plain Text r HTML. 11

12 7. In the Address 2 and Re-Type Address 2 fields, type the secndary e- mail address t which yu want the alert delivered. 8. Select the delivery frmat f the alert, Plain Text r HTML. 9. T deliver the alert t yur cell phne device, select the service prvider frm the Service Prvider list and type yur phne number in the Phne Number field. 10. Click the Save buttn t save the changes. Tip: T send a test message t yur address and phne number, click the Test Device link. Subscribe Trade, Activity and Margin Call Alerts 1. On the Brkerage Online hme page, click the Settings Icn. The Settings page 2. In the Subscriptins sectin, click the Edit link. The Alert Subscriptins windw 3. Fr the Alert yu wish t subscribe, click the (+) icn t view the devices. 4. Select the required device by selecting the apprpriate check bx and click the Save buttn. The Subscriptin sectin displays the cnfirmatin and the subscribed device. 12

13 Subscribe Price Alerts 1. On the Brkerage Online hme page, click Research. The Markets Tday page 2. Click Investing Tls. The Investing Tls page 3. Click Market Alerts. A page displays the terms and cnditins fr the alerts. 4. Read thrugh the terms and cnditins and click the I Agree buttn t cntinue. The Market Alerts page 5. In the Set a New Alert field, type the stck name r symbl fr which yu wuld like t set an alert. 6. Frm the list f matches, select the required ptin. The Manage Alerts windw 7. Frm the Select & Cnfigure list, select the applicable ptin. 8. In the Ntify me when sectin, select an ptin frm the list and type the apprpriate infrmatin in the adjacent text field. 9. Frm the Select Delivery Lcatin ptins, select where the alert shuld be delivered. 10. Click the Add t Subscriptin buttn. 11. The market alert is added t the Current Subscriptins sectin. Click Clse. Create a Watchlist 1. On the Brkerage Online hme page, click Research. The Markets Tday page 2. Click Investing Tls. The Investing Tls page 13

14 3. Click My Watchlists and then click Create New Watchlist. The Create New Watchlist windw Yu can als access the My Watchlists page thrugh the Tls tab by selecting Watchlist. 4. In the Enter watchlist name field, type a name fr the watchlist and select the check bx belw t make this watchlist yur default (if required). 5. Click Save. The My Watchlists page 6. In the Enter Name r Symbl field, type a stck name f symbl and click Add. Subscribe Watchlist Alerts 1. On the Brkerage Online hme page, click Research. The Markets Tday page 2. Click Investing Tls. The Investing Tls page 3. Click Watchlist Alerts. 4. Frm the Set a New Alert list, select the applicable watchlist and click Set. The Manage Watchlist Alerts windw 5. Frm the Send me a summary list, select hw ften yu like the alert t be delivered. 6. Frm the Select Delivery Lcatin ptins, select where the alert shuld be delivered. 7. Click the Add t Subscriptin buttn. 8. The watchlist alert is added t the Current Subscriptins sectin. Click Clse. Delivery Settings and Hld Alerts fr Brkerage Alerts 14

15 1. On the Brkerage Online hme page, click Research. The Markets Tday page 2. Click Investing Tls. The Investing Tls page 3. Click Market Alerts. The Market Alerts page 4. Click Delivery Settings & Hld/Resume Alerts. 5. In the Send T sectin, prvide the fllwing infrmatin: Fr Primary Address, type the primary address in the Primary Address and Cnfirm primary address fields. Select the frmat, HTML r Plain Text. Fr Secndary Address, type the secndary address in the Secndary Address and Cnfirm secndary address fields. Select the frmat, HTML r Plain Text. Fr Text Message Delivery, type the cell phne number in the Cell Phne Address and Cnfirm cell phne address fields. 6. In the Hld/Resume Market Alerts sectin, select ne f the fllwing ptins and click Save. Market Alerts are Active This ptin is selected by default when the market alerts are active. Select this ptin t resume alerts if yu had placed a hld n receiving alerts. Please hld my Market Alert Select this ptin t temprarily stp the alerts frm being delivered. Select the Starting and Ending dates using the Calendar cntrl. 15

16 5. Electrnic Delivery Yu can enable electrnic delivery f statements and dcuments t be delivered t yur e- mail address (es). Yu can als view the statements and dcuments nline in the Brkerage Online platfrm. Yu can setup the e-delivery preferences fr an individual accunt r fr all accunts using the Quick Enrll ptin. The retentin time fr accunt cmmunicatins and dcuments vary based n the cmmunicatin type. T view the retentin time, click the View Retentin Times link. The e-delivery Preferences sectin is available in the Settings page. Yu can access this sectin by ne f the fllwing ways: On the Brkerage Online hme page, click the G paperless icn. On the Brkerage Online hme page, click Cmmunicatins > Settings. On the Brkerage Online hme page, click the Settings icn. Add Addresses The e-delivery Preferences sectin displays all the address (es) yu have added earlier t yur accunt. If yu have nt added any address (es) earlier, fllw the instructins belw t add. 1. On the Brkerage Online hme page, click the Settings icn. The Settings page 2. In the Address(es) sectin, click the Add Address(es) link. The Add New Address windw 3. In the Address 1 and Cnfirm Address 1 fields, type the primary address. 4. In the Address 2 and Cnfirm Address 2 fields, type the secndary e- mail address. 16

17 5. Click the Save buttn. Set Up e-delivery fr an Individual Accunt 1. In the e-delivery Preferences sectin, click the Edit link. The Dcument Delivery Preferences windw 2. Select the bx (es) next t the dcuments against the respective accunt yu want t pt fr e-delivery. Tip: T view the included dcuments under a categry, click the Dcuments Included link. 3. Frm the list, select the required address t which the dcuments shuld be delivered electrnically. 4. Click the Save buttn. A windw displays the terms & cnditins. 5. Read thrugh the terms and cnditins and click the I Agree buttn. A windw displays stating the e-delivery preferences have been saved. 6. Click the OK buttn t cntinue. Set Up e-delivery fr Multiple Accunts using Quick Enrll 1. In the e-delivery Preferences sectin, click the Quick Enrll (fr all accunts) link. The Dcument Delivery Preferences windw 2. Select the bx (es) next t the dcuments yu want t pt fr e-delivery. 17

18 3. Frm the list, select the required address t which the dcuments shuld be delivered electrnically. 4. Click the Save buttn. A windw displays the terms and cnditins. 5. Read thrugh the terms and cnditins and click the I Agree buttn. A windw displays stating the e-delivery preferences have been saved. 6. Click the OK buttn t cntinue. View Statements & Reprts The Brkerage Online platfrm allws yu t view and dwnlad yur accunt brkerage statements and reprts and deliver these statements and reprts electrnically. Statements and reprts are available in the All Cmmunicatins page. Yu can access statements and reprts this way: Click Cmmunicatins > All Cmmunicatins. In the All Cmmunicatins page, click the Statements & Reprts link. Click the My Dcuments link in the Quick Links sectin. The page, by default, displays the statements and reprts fr ne year. T view a statement, click the link in the Type clumn fr the required date. Yu can als view any ntices by clicking the link in the Inserts clumn. Yu can filter the infrmatin t display accrding t yur requirements. Prvide infrmatin in ne r all f the fllwing filters and click the Apply Filters buttn. Time Perid Frm Date T Date The infrmatin displayed can be exprted t an Adbe PDF. Fr mre infrmatin n exprting the infrmatin t a PDF, see Generate Adbe PDF. View Trade Cnfirmatins The Brkerage Online platfrm allws yu t view and dwnlad yur trade cnfirmatins and electrnically deliver these cnfirmatins. Trade Cnfirmatins are available in the All Cmmunicatins page. Yu can navigate by clicking Cmmunicatins > All Cmmunicatins. In the All Cmmunicatins page, click the Trade Cnfirmatins link. 18

19 The page, by default, displays the trade cnfirmatins fr ne year. T view a trade cnfirmatin, click the link in the Type clumn fr the required date. Yu can filter the infrmatin t display accrding t yur requirements. Prvide infrmatin in ne r all f the fllwing filters and click the Apply Filters buttn. Symbl Transactin Type Time Perid Frm Date and T Date (These fields will be enabled nly if Custm Range is selected fr Time Perid.) The infrmatin displayed can be exprted t an Adbe PDF. Fr mre infrmatin n exprting the infrmatin t a PDF, see Generate Adbe PDF. View Tax Dcuments The Brkerage Online platfrm allws yu t view and dwnlad yur tax infrmatin statement and electrnically deliver this statement. Tax statements are available in the All Cmmunicatins page. Yu can navigate by clicking Cmmunicatins > All Cmmunicatins. In the All Cmmunicatins page, click the Tax Dcuments link. 19

20 tax statement, click the link in the Type clumn fr the required date. T view a The infrmatin displayed can be exprted t an Adbe PDF. Fr mre infrmatin n exprting the infrmatin t a PDF, see Generate Adbe PDF. View Ntificatins The Brkerage Online platfrm ffers yu the ptin f viewing and dwnlading the ntificatins. Ntificatins are available in the All Cmmunicatins page. Yu can navigate by clicking Cmmunicatins > All Cmmunicatins. In the All Cmmunicatins page, click the Ntificatins link. T view a ntificatin, click the link in the Type clumn fr the required date. The infrmatin displayed can be exprted t an Adbe PDF. Fr mre infrmatin n exprting the infrmatin t a PDF, see Generate Adbe PDF. 20

21 6. Accunt Prtfli Brkerage Online prvides access t infrmatin relevant t, and regarding yur prtfli. Such infrmatin is divided int relevant sub-pages n the site under the Prtfli tab. These pages include: Overview Balances Hldings Unrealized Gain/Lss Realized Gain/Lss Histry Prjected Cash Flw Overview The Overview page prvides a snapsht f yur mst recent events/activities such as, pen rders, recently cmpleted trades, cmpsitin f investments in the prtfli, and mre. The hme page als prvides infrmatin n hw yur investments are perfrming in the market, prtfli histry and links t the mst frequently accessed pages. Yu can view the prtfli f an individual accunt, grup f accunts r yur linked accunts. T access the prtfli verview page, click Prtfli n the Brkerage Online hme page. Prtfli Changes This sectin displays the ttal market value f the available hldings. Unrealized gain/lss infrmatin is displayed alng with the increase and decrease in terms f percentage. Quick Links This sectin displays the shrtcut links t the pages within the prtfli. Yu can access the page by clicking the required link. 21

22 Cmpsitin f Hldings This sectin displays the cmpsitin f hldings in yur prtfli. The cmpsitin is displayed in a pie chart alng with the varius asset classes available in yur prtfli, their market value and ttal percentage. Click n the required asset class t view the filtered Hldings page. Quick Trade This sectin enables yu t place a quick trade. Type the security name in the field and click the Quick Trade buttn t view the New Order page. The selected accunt will be the default accunt in which the trade will be placed. Yu can directly prceed t prviding the trade instructins. Fr mre infrmatin n placing trades, see Transact. Yu can als click the G t Trading link t navigate t the Transact > New Order page. Open Orders This sectin displays the pen rders and the recently executed trades within yur prtfli. Click n the stck symbl link in the Symbl/CUSIP clumn t view the Order Status page. 22

23 Strng & Weak Perfrmers This sectin displays the psitive and negative perfrmers in yur prtfli. Click the Cmpany hyperlink t view the Qutes & News page. Yu can als click the G t Hldings link t navigate t the Hldings page directly. Prtfli Histry This sectin displays the five mst recent activities in yur accunt. Click the G t Histry link t navigate t the Histry page. 23

24 News This sectin displays the news relating t the available hldings in yur prtfli. Click the G t News link t navigate t the Qutes & News page directly. Yu can als click the stck r news headline link t view the stck's infrmatin in the Qutes & News page. 24

25 Balances The Balances page displays the ttal accunt value f yur accunt. This page als displays the infrmatin abut the funds available fr withdrawal, funds available t trade, and day trading pwer as f previus day. Yu can view infrmatin fr an individual accunt, grups r the prtfli summary. The prtfli summary includes all the infrmatin f the linked accunts. T view the balances page, click Prtfli n the Brkerage Online hme page and then click Balances. T view the balances fr a single accunt, select the required accunt frm the Viewing list. T view the balances fr a grup, select the required grup frm the Viewing list. Nte: Balance data is nly available fr grups with fewer than 45 accunts and 1000 psitins. Yu can dwnlad the infrmatin displayed in the page t a Micrsft Excel file r print fr recrd keeping. 25

26 Hldings The Hldings page displays all the hldings yu hld in the prtfli. The page als displays the ttal current value f hldings. Frm this page, yu can view the quantity f stcks, current market value, last traded price, yield, and mre. Yu can als view mre infrmatin abut a stck by clicking the (+) icn next t a stck. The transactins details chart, accunt type infrmatin is displayed after expanding the view. T view the hldings page, click Prtfli n the Brkerage Online hme page and then click Hldings. T view the hldings fr a single accunt, select the required accunt frm the Viewing list. T view the hldings fr a grup f accunts, select the required grup frm the Viewing list. T view the hldings fr all accunts, select All Accunts frm the Viewing list. Frm this page, yu can als buy, sell, and view the unrealized gain/lss infrmatin. Fr infrmatin n trading equity, see Trade Equities. Fr infrmatin n trading mutual funds, see Trade Mutual Funds. Fr infrmatin n trading ptins, see Trade Optins. Yu can dwnlad the infrmatin displayed in the page t a Micrsft Excel file r print fr recrd keeping. 26

27 Unrealized Gain/Lss The Unrealized Gain/Lss page displays the current perfrmance f stcks in the market. The page als displays the summary f shrt- and lng-term gain and lss infrmatin, besides displaying the ttal gain and lss infrmatin. T view the Unrealized Gain/Lss page, click Prtfli n the Brkerage Online hme page and then click Unrealized Gain/Lss. T view the Unrealized Gain/Lss fr a single accunt, select the required accunt frm the Viewing list. T view the Unrealized Gain/Lss fr a grup f accunts, select the required grup frm the Viewing list. T view the Unrealized Gain/Lss fr all accunts, select All Accunts frm the Viewing list. Yu can filter and view the infrmatin displayed in the page accrding t yur requirements. T filter the infrmatin, type a stck's symbl, name, CUSIP, r ISIN in the Filter By field and click the Apply Filters buttn. Yu can dwnlad the infrmatin displayed in the page t a Micrsft Excel file r print fr recrd keeping. 27

28 Realized Gain/Lss The Realized Gain/Lss page displays the prfit r lss infrmatin f yur stcks arising ut f a sell. The page als displays the summary f shrt- and lng-term gain and lss infrmatin, besides displaying the ttal gain and lss infrmatin. T view the Realized Gain/Lss page, click Prtfli n the Brkerage Online hme page and then click Realized Gain/Lss. T view the Realized Gain/Lss fr a single accunt, select the required accunt frm the Viewing list. T view the Realized Gain/Lss fr a grup f accunts, select the required grup frm the Viewing list. T view the Realized Gain/Lss fr all accunts, select All Accunts frm the Viewing list. Yu can filter and view the infrmatin displayed in the page accrding t yur requirements. T filter the infrmatin, prvide infrmatin in ne r all f the fllwing filters and click the Apply Filters buttn. Time Perid Frm Date and T Date Symbl, CUSIP View By Yu can dwnlad the infrmatin displayed in the page t a Micrsft Excel file r print fr recrd keeping. 28

29 Histry The Histry page displays all the activities that have taken place in the accunt. The activities are available fr a maximum f tw years. By default, activities fr ne week are displayed. T view the Histry page, click Prtfli n the Brkerage Online hme page and then click Histry. T view the Histry fr a single accunt, select the required accunt frm the Viewing list. T view the Histry fr a grup f accunts, select the required grup frm the Viewing list. T view the Histry fr all accunts, select All Accunts frm the Viewing list. Yu can filter and view the infrmatin displayed in the page accrding t yur requirements. T filter the infrmatin, prvide infrmatin in ne r all f the fllwing filters and click the Apply Filters buttn. Symbl, CUSIP Time Perid Frm Date and T Date Transactin The infrmatin displayed in the page can be dwnladed as a Micrsft Excel file. Yu can track the status r rder frm the Order Status page. T view the Order Status page, click the Order Status link. 29

30 Prjected Cash Flw + The Prjected Cash Flw page displays the cash mney flw int yur accunt. T view the Prjected Cash Flw page, click Prtfli n the Brkerage Online hme page and then click Prjected Cash Flw. T view the prjected cash flw fr a single accunt, select the required accunt frm the Viewing list. T view the prjected cash flw fr a grup f accunts, select the required grup frm the Viewing list. T view the prjected cash flw fr all accunts, select All Accunts frm the Viewing list. The page is divided int the fllwing sectins: Incming Cash Flw - This sectin displays the annunced and prjected cash flw infrmatin. T view the cash flw distributin, click the View Cash Flw Distributin link. Fixed Incme Cash Flw - This sectin displays the incming cash flw frm the fixed incme securities. Maturity Schedule - This sectin displays the dates and amunts f redemptin fr an issuance. The infrmatin displayed in the page can be dwnladed as a Micrsft Excel file. 30

31 7. Transact The Transact tab enables yu t place: Equity Trades Mutual Fund Trades Optin Trades In additin t placing trades, the tab als enables yu t view rder status and view the cmmissin schedule. Trade Equities Enter a Buy Equity Trade 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Equity. 31

32 3. In the Select an Asset t Trade sectin, type the name f the equity yu wish t buy. Yu can als click the Select Frm Current Hldings buttn t select an equity stck frm yur hldings. 4. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 5. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Buy. Order Type Frm this list, select the required rder type. Duratin Frm this list, select the required duratin. Accunt Type Frm this list, select the accunt type. Quantity In this field, type the quantity t be bught. Limit Price In this field, type the limit price. This field will be available nly if the Order Type is Stp-Limit. Stp Price In this field, type the stp price. Order Type is Stp-Limit. 6. Click the Review Order buttn. The Review Order Ticket windw 7. Review the infrmatin and click the Submit buttn. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. Enter a Sell Equity Trade 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Equity. 3. In the Select an Asset t Trade sectin, type the name f the equity yu wish t sell. Yu can als click the Select Frm Current Hldings buttn t select an equity stck frm yur hldings. 4. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 5. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Sell frm Prtfli. Order Type Frm this list, select the required rder type. Duratin Frm this list, select the required duratin. Accunt Type Frm this list, select the accunt type. Quantity In this field, type the quantity t be sld. Limit Price In this field, type the limit price. This field will be available nly if the Order Type is Stp-Limit. Stp Price In this field, type the stp price. Order Type is Stp-Limit. 6. Click the Review Order buttn. The Review Order Ticket windw 7. Review the infrmatin and click the Submit buttn. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. Edit an Equity Trade An equity trade can be edited nly if the rder is in the fllwing statuses: Open, Part Executed, and Part Mixed. 32

33 The rder with tax lt selectins will remve its riginal selectin and revert t the default dispsitin methd. T edit an equity trade: 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Click the Order Status tab. 3. Frm the Viewing list, select the accunt fr which yu wish t view the rders. 4. Fr the trade yu wish t edit, click the Expand icn (+) t view the trade details. The trade details expand t display the details. 5. Click Edit. The Trading Order Entry windw 6. Edit the required infrmatin. Yu can nly edit the fllwing details: Quantity Order Type Price (unavailable fr edit if Order Type is Market.) Duratin (unavailable fr edit if Order Type is Market.) Stp Price and Limit Price (available fr edit if Order Type is Stp-Limit.) 7. Select the check bx if the rder was recmmended by yur financial advisr r representative. 8. Click the Review Order buttn. The Review Order Ticket windw 9. Review the infrmatin and click the Submit buttn. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. Order a Mutual Fund Prspectus 1. Click Transact. The Trading: Order Entry windw 2. Frm the Accunt list, select the accunt in which the rder will be placed. 3. In the Symbl field, type the symbl f the mutual fund r duble-click the required mutual fund frm the My Hldings sectin. The fund infrmatin Nte: As yu type the symbl, results, symbl r cmpany name, display matching the entered characters. Select the required security frm the list. 4. Twards the end f the fund infrmatin, click the Order Prspectus link. The Order Prspectus windw 5. In the screen, prvide apprpriate infrmatin in the fllwing fields: First Name Last Name Address City State ZIP Day Phne Evening Phne 33

34 6. After prviding the required infrmatin, click Request Prspectus. A windw displays the cnfirmatin message that the prspectus will be mailed within three business days. 7. In the windw, click Clse. Trade Mutual Funds Purchase a Mutual Fund All purchase rders fr lad funds will attract applicable transactin fees. T purchase a mutual fund: 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Mutual Fund. 3. In the Select an Asset t Trade sectin, type the name f the fund yu wish t buy. Yu can als click the Select Frm Current Hldings buttn t select a fund frm yur hldings. 4. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 34

35 5. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Buy. Quantity t Buy Frm this list, select USD ($) r # f Shares ptin and prvide the required infrmatin in the text field belw. Dividends, Incme and Capital Gains Frm this list, select hw yu want t reinvest dividends, incme and capital gains. 6. Select the check bx t cnfirm yu have read, understand and accept the terms utlined in the prspectus. 7. Select the check bx if the rder was recmmended by yur financial advisr r representative. 8. Click Review Order. The Review Order Ticket windw 9. Review the infrmatin and click Submit. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. Exchange a Mutual Fund All exchange rders fr lad funds will attract applicable transactin fees. A Mutual Fund Exchange rder can be placed nly if: There are n ther unexecuted rders fr the fund. If the daily cutff time has passed, the next day s business price will be used. T exchange a mutual fund: 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Mutual Fund. 3. In the Select an Asset t Trade sectin, type the name f the fund. Yu can als click the Select Frm Current Hldings buttn t select a fund frm yur hldings. 4. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 5. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Exchange. Exchange Fr Frm this list, select the required fund. Quantity t Exchange Frm this list, select USD ($) r # f Shares ptin and prvide the required infrmatin in the text field belw. T exchange the entire quantity, select the Exchange All check bx. Nte: The dllar amunt cannt exceed 80% f the market value; yu can pt t exchange all r type a lesser amunt. Exchange All Select this check if yu want t exchange the entire quantity. Dividends, Incme and Capital Gains Frm this list, select hw yu want t reinvest dividends, incme and capital gains. 6. Select the check bx t cnfirm yu have read, understand and accept the terms utlined in the prspectus. 7. Select the check bx if the rder was recmmended by yur financial advisr r representative. 8. Click Review Order. The Review Order Ticket windw 35

36 9. Review the infrmatin and click Submit. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. Redeem a Mutual Fund All redeem rders fr lad funds will attract applicable transactin fees. T redeem a mutual fund: 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Mutual Fund. 3. In the Select an Asset t Trade sectin, type the name f the fund. Yu can als click the Select Frm Current Hldings buttn t select a fund frm yur hldings. 4. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 5. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Redeem. Quantity t Redeem Frm this list, select USD ($) r # f Shares ptin and prvide the required infrmatin in the text field belw. T redeem the entire quantity, select the Redeem All check bx. Nte: The dllar amunt cannt exceed 80% f the market value; yu can pt t redeem all r type a lesser amunt. Redeem All Select this check if yu want t redeem the entire quantity. Dividends, Incme and Capital Gains Frm this list, select hw yu want t reinvest dividends, incme and capital gains. 6. Select the check bx t cnfirm yu have read, understand and accept the terms utlined in the prspectus. 7. Select the check bx if the rder was recmmended by yur financial advisr r representative. 8. Click Review Order. The Review Order Ticket windw 9. Review the infrmatin and click Submit. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. 36

37 Trade Optins Buy Call r Put Optin Order 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Optin. 3. In the Select an Asset t Trade sectin, type the symbl r name f the security. Yu can als click the Select Frm Current Hldings buttn t select a security frm yur hldings. The Select an Optin t Trade windw displays all ptin cntracts and assciated qutes. 37

38 4. Select the required cntract, frm the Call and Puts sectin. T trade the cntract, click the link in the Symbl clumn r click Get Real-Time Qutes buttn t view the real-time infrmatin fr the cntract. 5. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 6. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Buy Call r Buy Put. Order Type Frm this list, select the required rder type. Duratin Frm this list, select the required duratin. Accunt Type Frm this list, select the accunt type. Quantity In this field, type the number f cntract t buy. One ptin cntract usually has 100 shares f a stck, unless the ptin cntract is Mini, which has 10 shares f a stck. 7. Select the check bx if the rder was recmmended by yur financial advisr r representative. 8. Click the Review Order buttn. The Review Order Ticket windw 9. Review the infrmatin and click the Submit buttn. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. 38

39 Clse Call r Put Optin Order 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Frm the Trade list, select Optin. 3. In the Select an Asset t Trade sectin, type the symbl r name f the security. Yu can als click the Select Frm Current Hldings buttn t select a security frm yur hldings. The Select an Optin t Trade windw displays all ptin cntracts and assciated qutes. 39

40 4. Select the required cntract, frm the Call and Puts sectin. T trade the cntract, click the link in the Symbl clumn r click Get Real-Time Qutes buttn t view the real-time infrmatin fr the cntract. 5. In the Select Accunt t Trade Frm sectin, select an accunt frm the list. 6. In the Define Trade Instructins sectin, prvide the fllwing infrmatin. Transactin Frm this list, select Clse Call r Clse Put. Order Type Frm this list, select the required rder type. Duratin Frm this list, select the required duratin. Accunt Type Frm this list, select the accunt type. Quantity In this field, type the number f cntract t clse. 7. Select the check bx if the rder was recmmended by yur financial advisr r representative. 8. Click the Review Order buttn. The Review Order Ticket windw 9. Review the infrmatin and click the Submit buttn. Yu can track the status f rder frm the Order Status page. T view the Order Status page, click the G t Order Status link. 40

41 View Order Status The Order Status page displays all the trades yu have placed. Yu can view the details like, quantity, symbl, status etc. Frm this page, yu can als edit r cancel an rder. Yu can view the rder status infrmatin fr an individual accunt, grups r all linked accunts. T view the rders page, click Transact n the Brkerage Online hme page and then click Order Status. T view the rders fr a single accunt, select the required accunt frm the Viewing list. T view the rders fr a grup, select the required grup frm the Viewing list. T view the rders fr all accunt, select All Accunts frm the Viewing list. Yu can filter the infrmatin t display accrding t yur requirements. Prvide infrmatin in ne r all f the fllwing filters and click the Apply Filters buttn. Symbl/Name/CUSIP r ISIN Trade Status T view the rder details, click the Expand (+) buttn. T hide the rder details, click the Cllapse (-) buttn. Yu can dwnlad the infrmatin displayed in the page t a Micrsft Excel file r view the histry f all activities, click the Histry link. Cancel an Order An rder can be cancelled if the trade has nt been executed. The varius scenaris during which an rder can be cancelled are prvided in the table belw. A cnfirmatin message, after submissin, des nt imply the rder has been cancelled, but nly a request t cancel 41

42 an rder has been placed. The status f cancellatin request is mnitred frm the Order Status page. Order Status Stcks Optins Mutual Funds Open X X X Pending X X X Part Executed X X Part Mixed X X 1. On the Brkerage Online hme page, click Transact. The New Order page 2. Click the Order Status tab. 3. Frm the Viewing list, select the accunt fr which yu wish t view the rders. 4. Fr the trade yu wish t edit, click the Expand icn (+) t view the trade details. The trade details expand t display the details. 5. Click Cancel Order. The Trading: Cancel Order windw 6. Click Submit Order Cancellatin. A cnfirmatin message 42

43 8. Research Markets The Brkerage Online platfrm ffers significant research capabilities t help yu invest thrugh educatin and infrmed decisins. Yu shuld cntact yur financial advisr r brker-dealer fr access t the premium cntent features illustrated in this chapter. The Markets tab enables yu t view stck market updates, market mvers, advancers/decliners, access t real-time market news and events. Qutes & News The Qutes & News tab enables yu t view full qute and perfrm research f a security. Frm this tab, yu can view the fllwing: Research frm industry experts Tp perfrmers Market headlines Tp rated stcks and funds 43

44 Investing Tls The Investing Tls tab enables yu t view predefined stck, ETF and mutual fund screeners; cmpare stcks and funds fr prfile, perfrmance, risk, and much mre. 44

45 Ratebard The Ratebard tab enables yu t view the prevailing rates fr mney market prducts, currency, cmmdities and thers. 45

46 9. Srt, Filter, Dwnlad and Print Srt Filter The infrmatin displayed in the pages within the platfrm can be srted, filtered, exprted t a Micrsft Excel file r printed fr recrd keeping. Sme pages within the platfrm als ffers the ability t generate an Adbe PDF file frm multiple files. The srting feature enables yu t rerder the infrmatin in ascending r descending rder. A srt can be applied t any page with a table-like structure. T srt the infrmatin, click n a required clumn heading t srt in ascending rder, and click the heading again t srt the infrmatin in descending rder. An ascending srt rder is identified by an upward triangle, whilst the descending srt rder is identified by a dwnward triangle. The indicatr appears in the clumn used fr srting. The filtering feature enables yu t limit the infrmatin displayed in a page. The platfrm ffers many filter criteria that yu can use t display the infrmatin accrding t yur requirements. The filter criteria differ frm page t page. The mst cmmn filter criteria are: Symbl, name, CUSIP Time Perid View by Transactin Cash flw type Appears nly in the Prjected Cash Flw page. Trade Status Appears nly in the Order Status page. T filter the infrmatin, prvide infrmatin fr the required filter and click the Apply Filters buttn. Dwnlad The dwnlading feature enables yu t dwnlad the infrmatin displayed in a page t a Micrsft Excel file. T dwnlad the infrmatin, click the Dwnlad link r the link name adjacent t the Dwnlad label. Generate Adbe PDF The platfrm ffers the ability t dwnlad these dcument types as PDFs. Statements and Reprts Trade Cnfirmatins Tax Dcuments Ntificatins T generate a PDF: 46

47 1. In any f the abve pages, click the Cmbine Dcuments buttn. The ptin t select multiple dcuments becmes available fr selectin. 2. Select ne r mre dcuments by clicking the check bx and click the Generate PDF buttn. The dcuments appear in the generated PDF. Print The infrmatin displayed in the page can be printed fr recrd keeping. T print the infrmatin, click the Print link. 47

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