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1 FTJ FundChoice Website Guide Page 1 Dear Client, Thank you for choosing FTJ FundChoice. This guide will assist you in managing your online account at: In keeping with our mission statement To assist and support both advisors and clients through superior and personalized customer service, we welcome the opportunity to assist you. Please feel free to call upon us at any time by dialing , option 4. We appreciate your business! The Staff of FTJ FundChoice, LLC To access your online account on the FTJ website: 1. Type the FTJ website address in your internet browser: 2. Click Login , option 4 1

2 FTJ FundChoice Website Guide - Table of Contents Page 2 Table of Contents I. Client Site Access Log In Instructions Password Change e-statements Correspondence Delivery options Change your address II. III. IV. Representative Contact Information Account Review Contact Information....9 Portfolio Snapshot Transactions Fund Prospectuses Calculate Performance View Trading Account Trading Rebalance New Deposit Allocation..15 Buy & Sell Trade Confirmations and Fee Letters.. 18 Trades V. Statements and Reporting Statements Performance Report Portfolio Valuation Report Portfolio Position Report Consolidated Portfolio Position Report...24 Estimated Income Report Transaction Report IRA Contribution Report REVISED 01/ , option 4 2

3 FTJ FundChoice Website Guide - Table of Contents (Cont.) Page 3 Table of Contents (Cont.) VI. VII. VIII. IX. Tax Reporting 1099 Reports...29 Tax Transaction Detail Report..30 Substitute Schedule D1 Report Gain Loss Report Resources Forms Library Mutual Fund [product] Price Lookup Fund Prospectuses My Portal Document Vault Mailbox/Secure Exchange Report Inbox Help REVISED 01/ , option 4 3

4 Client Site Access - Log In Instructions Page 4 3. You will be routed to the FTJ FundChoice Log In Page. 4. Click Create Password from the Tools submenu on the left column 5. Enter your 11 digit account number and the social security number of the primary account owner. 6. Click Continue. 7. Enter a Security Question and the Answer. You may use any security question and answer that you choose; however, this information may be used to reset your password. The answer to your security question will be case, punctuation, and symbol sensitive. 8. Enter a User ID. The user ID must be more than eight and less than 40 characters. 9. Enter your Address. The password for your online account access will be ed to this address. You must have access to this address in order to obtain the temporary password and access your online account. 10. Click Create Login. You will receive a confirmation message. The temporary password for your online access will be sent to you via Access your to obtain the temporary password for your site access. 12. Return to the FTJ website: 13. Click Log In from right side of the screen. You will be routed to the login page. 14. Enter your User ID and the Temporary Password that was sent to you via Review the Terms of Use Agreement. 16. Click Accept at the bottom of the agreement after your review. (Continued on next page) , option 4 4

5 Client Site Access - Log In Instructions (Cont.) Page Review your Address and your election for delivery of Statements/Prospectus & Corporate Actions. To continue to receive notifications electronically, select On". To receive correspondences by mail, select "Off". 18. Check the box certifying that you have read and agree to the disclosures outlined above. 19. Click Save. At this time, you will be asked to create a permanent password for the FTJ site. 20. Enter a permanent password and the answer to your security question. Passwords are case sensitive and may contain punctuation or symbols. All passwords should be a minimum of eight characters and contain at least one letter and one number. 21. Click Update. You will automatically enter the FTJ site. If you are unable to access the FTJ FundChoice website, please contact your financial advisor or the FTJ Customer Service Department at , option 4. To add to your Internet Explorer 8.0 compatibility Settings: 1. Click on Tools from your Internet Browser 2. Choose Compatibility View Settings 3. The Compatibility View Settings popup box will generate. The FTJ site will show in the Add This Website bar. 4. If the FTJ site does not show in this bar, type the address. 5. Click Add To temporarily allow Pop-up windows: 1. Click on Tools from your Internet Browser. 2. Choose Pop-up Blocker 3. Click Turn Off Pop-up Blocker , option 4 5

6 Client Site Access - Password Change Page 6 Password Change Use the Password Change option to change your password for the FTJ website. To change your Password: 1. Click the Maintain Tab at the top of the screen. 2. Click Password Change from the My Settings submenu on the left column. 3. Enter the answer to your security question. This question and answer was created by you when you accessed the FTJ site for the first time. The answer is case, punctuation and symbol sensitive. 4. Enter a new password. The new password must be a minimum of eight characters in length and must contain at least one letter and one number. Passwords are case, punctuation and symbol sensitive. 5. You will receive a confirmation showing your User ID and the new password that you will use to access your accounts on the FTJ website. Please print this page for your records. If you are unable to change your password for the FTJ FundChoice website, please contact your financial advisor or the FTJ Customer Service Department at , option , option 4 6

7 Client Site Access - e-statements Page 7 e-statements Use the e-statements option to change your address and delivery option for your custodial statements, prospectus and corporate actions. To change your delivery option: 1. Click the Maintain Tab at the top of the screen. 2. Click e-statements from the My Settings submenu on the left column. 3. Verify your address. If your address is incorrect, please type the correct address in the Address field. 4. Choose Yes if you would like to receive documents via electronic delivery or online. Choose No if you would like to receive available documents by mail. 5. Read the disclosure associated with your delivery election. 6. Click in the box at the end of the disclosures to certify that you have read and agree to the disclosures. 7. Click Save Settings. To change your Address: 1. Access the e-statements option found on the My Settings submenu on the Maintain Tab. 2. Enter your updated address 3. Click the appropriate radio dial to select the delivery option for your correspondence. 4. Click in the box to certify that you have read and agree with the disclosures. 5. Click Save Settings. 6. You will receive an confirmation that you have requested to receive your correspondence at the address entered , option 4 7

8 Representative - Contact Information Page 8 Representative Contact Information Use the Rep Contact Information screen to view your advisor s contact information. This is a read only screen. To view your Advisors Contact Information: 1. Click the Client Tab at the top of the screen. 2. Click Rep Contact Information from the Representative submenu on the left column. 3. Your advisor s contact information will be shown on the screen. If you have questions or need additional assistance, please contact us at , option , option 4 8

9 Account Review - Contact Information Page 9 Client Contact Information Use the Client Contact Information View screen to view your contact information. This is a read only screen. To view your Contact Information: 1. Click the Portfolio Tab at the top of the screen. 2. Click Client Contact Information View from the Positions submenu on the left column. 3. Your contact information will be shown on the screen. If you have questions or need additional assistance, please contact us at , option , option 4 9

10 Account Review - Portfolio Snapshot Page 10 Portfolio Snapshot Use the Portfolio Snapshot to review all accounts owned by you. The values of each account will show as of the previous market close. To view the snapshot: 1. Click the Portfolio Tab at the top of the screen. 2. Click Portfolio Snapshot from the Positions submenu on the left column. 3. The values of each account will show as of the previous market close. 4. An account subtotal will be provided for each account in the group. 5. A client total will also be available at the bottom of the screen. You may change the view of the snapshot to group the information by account or registration. You may further group by asset category, asset class, or management style. Additional options are available for future use by FTJ FundChoice, such as risk category and product type. To change the grouping of your account information: 1. Use the dropdown options in the box labeled Settings on the right of the screen. 2. Click Reload after changing the options. 3. The option labeled Grouping 2 will control the pie chart shown on the screen , option 4 10

11 Account Review - Portfolio Snapshot (Cont.) Page 11 Portfolio Snapshot (cont.) You may also export the information on the snapshot to Word, Excel or CSV format. To export your portfolio snapshot: 1. Use the settings to group your account information as desired. 2. Choose your preferred format from the dropdown labeled Export, which is found just below the pie chart on the screen. 3. Click Download to export the information. Use the hyperlinks on the Portfolio Snapshot page to view transaction history for specific mutual funds. You may access additional transaction history using the Transactions Report found under the Transactions submenu on the Portfolio tab. To view internal fund transaction history: 1. Click on any fund name to access the transactions page. 2. On the transactions report page, use the options to choose an Account, Asset, Date Range and Transaction Types included. 3. Click Refresh Transactions To Research or View a fund Prospectus: 1. Use your mouse to scroll over any fund name. 2. Click the Yahoo or Morningstar hyperlink to research further. 3. Prospectuses are located at the bottom right corner of the Morningstar page , option 4 11

12 Account Review - Calculate Performance Review Page 12 Calculate Performance View Use the Calculate Performance View to quickly view the time weighted return (TWR) performance of your accounts. To access the Calculate Performance View: 1. Click the Portfolio Tab at the top of the screen. 2. Click Calculate Performance View from the Performance & Statements submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts included in the group. The Account and Registration Levels will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. If you selected Registration or Account, an additional dropdown box will appear. Choose the specific registration or account to be included in the calculation from the dropdown. 5. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may also choose an Interval timeframe, which will pre-fill the date fields. 6. Select any Additional Values that you would like to show on the screen. You may select all values using the Select All link. 7. Use the radio dials in the Grouping section to group the performance calculation by Client, Registration, Account, Asset, Asset Class, Asset Type, Management Style, or Risk Category. The grouping will determine the number of performance returns shown on the screen. 8. Click Generate Report , option 4 12

13 Account Review - Calculate Performance View (Cont.) Page 13 Calculate Performance View (Cont.) EXAMPLE 1: If you have multiple accounts and choose to run the report at the Household Level and Group by Client, the aggregate performance for all accounts in the group will be shown on the screen. Use the Setting and Performance tab to switch between your performance and the settings used to calculate the performance. EXAMPLE 2: If you have multiple accounts and choose to run the performance at the Household Level and Group by Account, the performance for each account will be shown on the screen. Transaction history for your accounts is also available under the Calculate Performance View option. This access is in addition to the Transaction Report available under the Transactions submenu found on the Portfolio tab. To view Transaction History: 1. Run the performance for your accounts. 2. Once the performance is shown on the screen, click View from the left column. If multiple accounts were included in the performance calculation and a transaction occurred in each account on the same date with the same transaction type, the transaction history will be consolidated to show one single aggregate transaction , option 4 13

14 Trading - Account Trading Page 14 Account Trading Use Account Trading to rebalance and establish or change allocation for future contributions in self-directed accounts. Accounts invested in a Strategist model cannot be individually traded. To Rebalance a Self Directed account: 1. Click the Trading Tab at the top of the screen. 2. Click Account Trading from the Account Trading submenu on the left column. 3. Choose the Account that you would like to trade from the dropdown labeled Account: 4. Click Add Product(s) from the Model Allocation tab. Use the Account Positions tab to view the current fund allocation in your account. 5. Use the Product Search window to add all funds for the target allocation. Enter the Product (fund) Name, Ticker, or Cusip in the Search For: box. Filter your search results by Asset Class using the dropdown labeled Product Class: Click Select to add a fund to the target allocation. Click Save to save all funds that will be added to the target allocation. View the funds that you have added to the target allocation using the Selected tab. Use the dropdown to choose the criteria that you will use to search. You must use the exact ticker or cusip. Click Search Once trades have been submitted, no other trades can be submitted for this account until the following business day. The times displayed on this website are expressed in Central Time , option 4 14

15 Trading - Account Trading (Cont.) Page 15 Account Trading (Cont.) 6. Delete any funds that you do not want to include in the target allocations using the delete ICON on the left column 7. Adjust the Target Allocations for your client s account. Allocations must equal 100%. 8. Click Save Changes to affect the trades later. Trades will not be executed in your account. 9. Click Rebalance to affect trades in your account. You will automatically be routed to the Trades screen where you will have access to the Trade Order ID. Please review the Trade Order ID to ensure accuracy. To establish or change New Deposit Allocation for future contributions: 1. Click the New money Model Allocation tab. 2. Click Add Products. 3. Use the Product Search window to add all funds for the target allocation. Please review the instruction to Rebalance a self-directed account to learn more about the Produce Search screen. 4. Delete any funds that you do not want to include in the target allocations using the delete ICON on the left column 5. Adjust the Target Allocations for your client s account. Allocations must equal 100%. 6. Click Save Changes In the event the New Money Model Allocation tab is blank, new deposits will be invested per the Model Allocation tab , option 4 15

16 Trading - Buy & Sell Page 16 Buy & Sell Use Buy & Sell to affect exchanges in a Buy & Sell format for self-directed accounts. You may exchange one fund for another or sell one fund and buy multiple funds with the proceeds. To trade a fund in a Self Directed account: 1. Click the Trading Tab at the top of the screen. 2. Click Buy & Sell from the Account Trading submenu on the left column. 3. Choose the Account that you would like to trade from the dropdown labeled Account: 4. Choose the fund to sell from the dropdown menu labeled Product. The value of each fund as of the previous market close will be shown for your convenience. 5. Choose to sell the fund using Dollars or Percent using the dropdown labeled Using. 6. Enter the Amount to be sold in dollars or a percentage. Please note the restriction(s) below. 7. Click Add To Trade. The Product Search box will open. 8. Add the Funds that you will purchase with the proceeds of your fund sale using the Product Search box. You may add multiple funds to purchase with the proceeds of your fund sale. Please review the instruction to rebalance a self-directed account to learn more about the Produce Search screen , option 4 16

17 Trading - Buy & Sell (Cont.) Page 17 Buy & Sell (Cont.) 9. Delete any funds that you do not want to purchase with the proceeds of the fund sale using the Delete ICON on the left column or Choose Add Products to add additional funds for the purchase. 10. Adjust the Target Allocations for your client s account. Allocations must equal 100%. 11. Repeat steps 4 through 10 to add all trades that you would like to execute. 12. Click Generate Trade to affect trades in your client accounts. You will automatically be routed to the Trades screen where you will have access to the Trade Order ID. Once trades have been submitted, no other trades can be submitted for this account until the following business day. The times displayed on this website are expressed in Central Time , option 4 17

18 Trading - Trade Confirmations and Fee Letters Page 18 Trade Confirmations and Fee Letters Use Trade Confirms to view your trade confirmations and monthly fee letters. To access Trade Confirms: 1. Click the Trading Tab at the top of the screen. 2. Click Trade Confirms from the Trades submenu on the left column. 3. Choose the account for which you would like to review a Trade Confirmation or Fee Letter. 4. Choose either Trade Confirmation or Fee Letter from the dropdown menu labeled Type. 5. Choose the date on which the Trade confirmation or fee letter was generated. 6. Click View. 7. The file download box will generate. Click Open to view the file on your screen , option 4 18

19 Trading - Trades Page 19 Trades Use Trades to view trade orders from previously executed trades. You may also cancel a trade under the Trades option before FTJ trade cutoff. Please contact FTJ for trade cutoff time. To access your Trade Order ID (confirmations): 1. Click the Trading Tab at the top of the screen. 2. Click Trades from the Trades submenu on the left column. 3. Choose to Search By Date and Type or Trade Order ID. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. 5. Choose the Type of Order ID for which you would like to search. 6. Click Search. 7. All trade orders that match your search will show on the screen. 8. Click the Order ID to review details , option 4 19

20 Statements and Reporting - Statements Page 20 Statements To access your historical statements: 1. Click the Portfolio Tab at the top of the screen. 2. Click Statements from the Performance & Statements submenu on the left column. 3. Your name will be listed on the screen as Client. All available statements will be shown in the Statements list. 4. Click View. 5. The File Download Box will generate. Click Open to review the statement. **This will be the same quarterly custodial statement that is delivered to you quarterly via United States Postal Service or electronically , option 4 20

21 Statements and Reporting - Performance Report Page 21 Performance Report Use the Performance Report to directly measure the true performance of your portfolio. To generate the Performance Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Performance Report from the Performance & Statements submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 5. Select Indexes using the Quick Summary Indexes option to include indexes in the report for performance comparison. (optional) 6. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 7. Click Generate Report , option 4 21

22 Statements and Reporting - Portfolio Valuation Report Page 22 Portfolio Valuation Report Use the Portfolio Valuation report to review various details about an account or group of accounts during a custom date range. This report can show a summary of the account activity, information about each asset, illustrate the account composition, and the change in market value relative to the net amount invested. To generate the Portfolio Valuation Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Portfolio Valuation from the Positions submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 22

23 Statements and Reporting - Portfolio Position Report Page 23 Portfolio Position Report Use the Portfolio Position report to view the current asset allocation at the household, registration or account level as of a specific trade date. This report will list the positions by account. To generate the Portfolio Position Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Portfolio Position from the Positions submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 23

24 Statements and Reporting - Consolidated Portfolio Position Report Page 24 Consolidated Portfolio Position Report Use the Consolidated Portfolio Position report to view the current asset allocation at the household, registration or account level as of a specific trade date. This report will consolidate all positions in each account. To generate the Portfolio Position Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Consolidated Portfolio Position from the Positions submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 24

25 Statements and Reporting - Estimated Income Report Page 25 Estimated Income Report Use the Estimated Income Report to view an estimate of annual income based on the current yields of your current holdings. To generate the Estimated Income Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Estimated Income Report from the Positions submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 25

26 Statements and Reporting - Transaction Report Page 26 Transaction Report Use transactions to view your account transactions during a custom date range. To generate the Transaction Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Transactions from the Transactions submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 26

27 Statements and Reporting - IRA Contribution Report Page 27 IRA Contribution Report Use the IRA Contribution Report to view contribution transactions and a cumulative total for the date range selected. To generate the IRA Contribution Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click IRA Contribution Report from the Transactions submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 27

28 Statements and Reporting - IRA Contribution Report (Cont.) Page 28 IRA Contribution Report (Cont.) The IRA Contribution Report will show the date that a contribution was posted to your IRA account and the tax year to which the contribution was coded. A household total and an accumulative total of the contributions made for the tax year will also be available on the report , option 4 28

29 Tax Reporting Reports Page Reports Use the 1099 Reports option to review your annual tax forms. Tax forms will include but may not be limited to form 1099, 5498, and your annual Realized Gain/Loss report. To access your 1099 Reports: 1. Click the Portfolio at the top of the screen. 2. Click 1099 Tax Reports from the Tax submenu on the left column. 3. Your name will be listed as client. Available annual reports will be listed. 4. Click View. 5. The file download box will generate. Click Open to view the file on your screen , option 4 29

30 Tax Reporting - Tax Transaction Detail Report Page 30 Tax Transaction Detail Report Use the Tax Transaction Detail report to view portfolio activity that could result in a taxable event. Transactions are listed in chronological order and grouped by 1099 type. 1099Div transactions are further grouped by transaction type. A total transaction amount for each grouping will be included. The Tax Transaction Detail report will not replace your official 1099 reports. To generate the Tax Transaction Detail report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Tax Transaction Detail from the Tax submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 30

31 Tax Reporting - Substitute Schedule D-1 Report Page 31 Substitute Schedule D-1 Report The Schedule D-1 is the continuation form to Schedule D that displays the acquisition and disposition of fund shares and will determine if those shares were held short-term or long-term for capital gain purposes. Transactions are listed in chronological order. To create the Schedule D-1 Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Substitute Schedule D1 from the Tax submenu on the left column. 3. Read the disclaimer 4. Click OK 5. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 6. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 7. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 8. Click Generate Report , option 4 31

32 Tax Reporting - Gain Loss Report Page 32 Gain Loss Report Use the Gain Loss report to view information about the acquisition and disposition of fund shares during a specified date range. This information can include sell transactions that result in a gain or loss, wash sales, and transaction fees. A grand total will be shown on the final page of the report. To create the Gain Loss Report: 1. Click the Portfolio Tab at the top of the screen. 2. Click Gain Loss from the Tax submenu on the left column. 3. Choose to include all of your accounts, a single account, or a single registration by using the dropdown labeled Level. The Household Level will include all accounts grouped under your household ID. The Account or Registration Level will allow you to choose a single account number or registration type such as Individual Retirement Account or Roth IRA. 4. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. You may select one of the preset timeframes by clicking on the appropriate link. The Start and End Date fields will automatically adjust. 5. Select the output options for the report. You may choose to generate in PDF or Excel Format. You may also select to send the report to your Inbox or generate on the screen. Please review the Report Inbox section of the FTJ website guide to learn more about retrieving reports once they are sent to your inbox. The inbox is not a system. 6. Click Generate Report , option 4 32

33 Resources - Forms Library Page 33 Forms Library Use the Forms Library to find the correct paperwork for either opening a new account or making changes to an existing account. To access the Forms Library: 1. Click the Resources Tab at the top of the screen. 2. Click Forms Library from the New Accounts submenu on the left column. 3. Choose the Registration Type and Risk from the respective dropdown menus. This will filter the paperwork available in the paperwork list. 4. Click in the box labeled Show Entire Library of Paperwork if you prefer to view all forms and applications available. 5. Click View Form. The form will open in PDF version. 6. Print the form. 7. Mail all completed forms and applications to: FTJ FundChoice, LLC 2300 Litton Lane, Suite 102 Hebron, KY Mail additional contributions for existing FTJ accounts ONLY using the FTJ Remitting Instructions. The account number and tax year (if contribution is intended for previous tax year) should be written on the check. Any special trade instructions should be written on a separate letter of instruction and mailed with the check , option 4 33

34 Resources - Mutual Fund [product] Price Lookup Page 34 Mutual Fund [product] Price Lookup Use the Mutual Fund [product] Price Lookup option to chart the price of a single mutual fund during a custom date range, access research links and view fund prospectuses. To access Product Price Lookup: 1. Click the Resources Tab at the top of the screen. 2. Click Product Price Lookup from the Market Data submenu on the left column. 3. Select a mutual fund from the dropdown labeled Product. 4. Click the Search Icon to search by Name, Cusip or Ticker. 5. Enter the date directly on the screen as MM/DD/YYYY format OR click on the Quick Date Calendar Icon. 6. Click Get Prices. The fund prices will be charted on the screen as shown below. 7. Export Data (optional) To Research or View a fund Prospectus: 1. Use your mouse to scroll over any fund name. 2. Click the Yahoo or Morningstar hyperlink to research further. 3. Prospectuses are located at the bottom right corner of the Morningstar page under the header Filings , option 4 34

35 My Portal - Document Vault Page 35 Document Vault Use the Document Vault to store documents securely and safely share them with your advisor. To access your Document Vault: 1. Click the My Portal Tab at the top of the screen. 2. Click Document Vault from the Portal Resources submenu on the left column. To store a document: 1. Click on the folder in which you would like to store the document. You may create additional folders by clicking Add Folder. 2. Click Add Document. The Manage Document window will open. 3. Click Browse and search for the file that you would like to add. 4. Add Tag Words, which you will be able to use to search for documents later. 5. Click Save. The document will be added to the folder that you selected. 6. Click Download to view the file. If changes are made, you must save the document and replace it in the Document Vault. 7. Use the search option to search by File Name or Tag Words , option 4 35

36 My Portal - Document Vault (Cont.) Page 36 Document Vault (Cont.) To Share a Folder: 1. Select the folder that you would like to share. 2. Click Manage Sharing. The Share Folder will open. 3. Your Advisor will be listed on the screen. 4. Click Add for each user with whom you would like to share the folder. 5. Review the Sharing Tab to ensure that the appropriate user(s) were added. 6. Check the box labeled Allow Write if you would like the user to be able to edit the folder once it is shared. Editing the folder will include but may not be limited to the ability to add to and delete documents in the folder. 7. Click Done. The user will have access to view the shared file. 8. Shared files will be identified by a small symbol on the folder , option 4 36

37 My Portal - Mailbox/Secure Exchange Page 37 Mailbox/Secure Exchange Use the Mailbox/Secure Exchange system to correspond and share sensitive files with your investment advisor safely. This mailbox is not an system. To access your Inbox: 1. Click the My Portal Tab at the top of the screen. 2. Click Mailbox/Secure Exchange from the Portal Resources submenu on the left column. You may also access your mailbox by clicking the Quick Links at the top right of the page. Choose Inbox from the dropdown menu. To view the messages in your Inbox: 1. Click the radio dial labeled View Inbox from the Mailbox/Secure Exchange option on the My Portal tab. All messages in your inbox will be shown with the name of the sender, subject of the message and date that the message was delivered to you. 2. Click View on the left column to view the message. Click Delete to permanently delete the message. To view messages that you have sent: 1. Click the radio dial labeled View Sent from the Mailbox/Secure Exchange option on the My Portal tab. 2. Click View on the left column to view the message , option 4 37

38 My Portal - Mailbox/Secure Exchange (Cont.) Page 38 Mailbox/Secure Exchange (Cont.) To send a message: 1. Click the radio dial labeled Create Message. 2. Click the hyperlink labeled Send To so that you can choose the recipient of your message. 3. The Message Recipients box will open. 4. Click Add for each user to whom you would like to send the message. Your Investment Advisor will be listed on the screen. 5. Click Done to add the recipient to your secure exchange message. 6. Enter a Subject for the message. 7. Attach any applicable documents using the hyperlink labeled Attachment. 8. Compose an Message. This message will be used as notification to the recipient and should not contain sensitive information. 9. Compose the Secure Message. Please ensure that you have included your contact information. 10. Click Send when finished. To Attach Multiple documents to a message: 1. Click Add in the Message Attachments window so that you can add up to five attachments. 2. Click Browse to add each attachment. 3. Click Upload when finished browsing for all documents. 4. Click Done at the top of the window , option 4 38

39 My Portal - Report Inbox Page 39 Report Inbox Use the Report Inbox to access the reports that you generated on the FTJ website and sent to your Inbox. To access your Report Inbox: 1. Click the My Portal Tab at the top of the screen. 2. Click Report Inbox from the Portal Resources submenu on the left column. 3. Click View on the left column to view the report. 4. Click Delete to permanently delete the report. Reports generated to your Inbox will be available for only 15 calendar days , option 4 39

40 Help Page 40 Help Use the Help option to view additional information about the option that you are currently using on the FTJ site. To Access Help: 1. Click on Quick Links at the top right of the screen. 2. Choose Help from the dropdown menu. 3. Additional information about the option that you are utilizing on the FTJ site will populate in a separate window. Please review the Login Instructions section of this guidebook to learn more about pop- up blocker on your internet browser. Questions regarding your investment selection and other financial related topics should be directed to your financial advisor. Please review the Representative Contact Information section of the FTJ website guide to obtain contact information for your financial advisor. In keeping with our mission statement To assist and support both advisors and clients through superior and personalized customer service, we welcome the opportunity to assist you. Please feel free to call upon us at any time by dialing , option 4. We appreciate your business! The Staff of FTJ FundChoice, LLC , option 4 40

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