KanalyVault. Getting Started Guide. Wealth Management System. Questions Kanaly Trust KanalyVault Overview

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1 Kanaly 1 Getting Started Guide > Wealth Management Investment Management Trusts & Estates Financial Planning

2 Table of Contents > Wealth Management Investment Management Trusts & Estates Financial Planning

3 As your financial advocate, takes the time to understand what you want out of life and how you feel about your wealth. We have combined years of experience and professional customer service with a comprehensive approach and sophisticated technology to provide you with a unique wealth management system. Kanaly gives you and your Kanaly financial advisor the necessary tools to plan for the future while easing the implementation of decisions made as a result of a change in personal circumstances. Using this sophisticated technology, your financial advisor can comprehensively analyze your data and asset allocation to provide you with the most accurate recommendations. Each day, the system updates your data so that you can make wellinformed financial decisions. Key Features of Kanaly Aggregate all accounts Create and view budget Store documents View financial reports Kanaly serves as a secure, up-to-date window into your entire financial world accessible to you at anytime with an internet connection or mobile device. We organize all of your personal and family financial information in one place making life easier, both on a daily basis and particularly at a time of crisis. Unlike online banking, online shopping, or bill pay, our system is non-transactional and money cannot be moved. In addition to aggregating all of your accounts, Kanaly contains an electronic filing system to store important documents, including audio and video files. This feature provides a constant safe location in the event of a house fire or natural disaster. 3 > Wealth Management Investment Management Trusts & Estates Financial Planning

4 Security The security of your data is our top priority. Kanaly uses state-of-theart technology and processes to protect your data 24 hours a day, 7 days a week. We combine world-class technology, with the best data storage facilities and lockdown privacy to bring you a system where you can have peace of mind. Having all of your accounts in one location allows you to discover suspicious spending activity quickly and take immediate action, if necessary. Your Kanaly financial advisor will issue a unique user identification and password. Go to the Kanaly website and click on the For Our Clients tab and choose Kanaly Login under Your Account. Sign in using the issued credentials. You will have the option to change your password once you sign in. TO SIGN IN: Visit Click on the For Our Clients tab on the left side of the screen Choose Kanaly Login on the right side of the screen under Your Account Sign in with the credentials your advisor has issued During the initial sign-in, you will be prompted to answer several questions for authentication purposes. Each time you change computers, IP addresses, or operating systems, you will be prompted to answer the authentication questions to ensure the highest safety standards. 4 > Wealth Management Investment Management Trusts & Estates Financial Planning

5 You can change your password at any time. Click on the Settings link located at the top right side of the screen Enter your old password Enter your new password Click on the Change button to save the new information On this same page, you can also change your security questions. Choose a Security Question from the drop-down menu by clicking on the arrow Enter your Answer in the field below the question Verify your Answer by re-entering the same information in the next field Click the Change button to save the new information Your Kanaly Advisor can help guide you in setting up Kanaly and provide technical support if needed. 5 > Wealth Management Investment Management Trusts & Estates Financial Planning

6 You can update your so that your financial advisor has limited access to your spending and budget information. Click on the Settings tab located on the top right side of the page Click on the Privacy tab Select one of three options that determine the level of access you allow your financial advisor: None your advisor will not have access to any of your spending data Limited your advisor has limited access to your spending details and can view only the categories regarding the spending and budget (Preferred view for cash flow/budgeting clients) Full your advisor can view spending and budgeting items, including transactions 6 > Wealth Management Investment Management Trusts & Estates Financial Planning

7 Tabs located at the top of the page provide you access to various tools. The Kanaly home page displays simplistic views of your overall financial standing. Links from the home page and tabs along the top allow you to dig deep into your information quickly so you can make well-informed decisions. 7 > Wealth Management Investment Management Trusts & Estates Financial Planning

8 Net Worth derived from the aggregation of all your accounts including investments, real estate, and property and insurance policies. total derived from the aggregation of your investments. add accounts and view transactions. The data is updated nightly so you have a realistic financial view each day. Budget access previously established budgets to analyze spending. Protection you have a list of all your insurance policies and corresponding values. // toggle between the three from the home page. 8 > Wealth Management Investment Management Trusts & Estates Financial Planning

9 The tab is located next to the tab along the top of the page. Aggregate all of your accounts into this one location. You have the ability to add information from any financial institution that offers online access. This includes banks, credit cards, investments, loans, mortgages, and rewards programs. ADD ACCOUNTS Once you are on the page of Kanaly, enter the financial institution s name or website address in the field and click the Search button. Once you locate the name, you will be prompted to enter your username and password for that institution. (Note that this is not the same username and password that you use to enter Kanaly.) Click the Connect button to access your accounts from that financial establishment. Your data will populate under headings such as Real Estate & Property, Insurance Policies, and Other. You will see a listing by account names, account types, date of last update, and balance at the time of update. Click on the account name to access or update detailed information about that account. When you update information on this page, you must scroll to the bottom and click the Save Changes button to save the data. 9 > Wealth Management Investment Management Trusts & Estates Financial Planning

10 The tab allows you to view all of your transactions by category. The page defaults on an Overview of your spending, listing data by category and providing a pie chart for easy analysis. Alongside the Overview tab on the tab, you will see Budget and Transactions, where you can see detailed information. Overview 10 > Wealth Management Investment Management Trusts & Estates Financial Planning

11 Budgets Transactions 11 > Wealth Management Investment Management Trusts & Estates Financial Planning

12 Your consolidated asset allocation including your Kanaly accounts and accounts with outside managers is accessible in the section. This allows you to view your overall allocation, in addition to each individual account s allocation. Once on the home page, you will see three tabs along the top of the screen, under the main navigational tabs. These tabs are Summary, Allocation, and Analysis. You can click each one to view the preferred data format. Summary Account View Click on a specific account name to view the holdings in the account. 12 > Wealth Management Investment Management Trusts & Estates Financial Planning

13 Summary Holdings View Intraday Price Updates your investment prices update throughout the day and not just nightly. Click Reprice Now. Allocation 13 > Wealth Management Investment Management Trusts & Estates Financial Planning

14 Analysis Research Tools interactive charts and more detailed views provide you with increased visibility into your accounts. The research tool can be used to analyze existing or potential holdings. Simply enter the name of the company or the ticker symbol to begin your research. 14 > Wealth Management Investment Management Trusts & Estates Financial Planning

15 Organizing your important documents and storing them in a secure location makes it easier for you and/or your family members to respond in the event of an emergency. Documents will not be lost in a natural disaster and can easily be accessed from any computer. Upload and store important documents, photos, and audio files such as: Birth certificates Estate planning documents Insurance policies Medical records Passports Tax returns Titles You can upload documents into the Shared Documents folder allowing your advisor to also view the contents or into the My Documents folder which is a private folder only you can view. To upload documents, click on the tab and choose Shared Documents or My Documents. Click on one of the pre-determined folders or create a new folder. Once inside the folder: Click on Upload File Click on the Select Files button Locate and double click the document that you want to upload from your computer The Status indicator will let you know when the file has completed uploading to the system. 15 > Wealth Management Investment Management Trusts & Estates Financial Planning

16 The section reflects account values and market changes. Your net worth is calculated and updated daily. You can also view your asset allocation and vault contents. Additionally, you can list contact information for all of your advisors such as attorneys and CPAs. View reports in four ways: Balance Sheet/Net Worth Asset Allocation List of Advisors Contents Balance Sheet 16 > Wealth Management Investment Management Trusts & Estates Financial Planning

17 List of Advisors To access Manager, simply click the link within the slide from the rotating tile on the bottom right corner of the page. 17 > Wealth Management Investment Management Trusts & Estates Financial Planning

18 After you click Go to, you will be directed to a secure third party website which provides you with a personal dashboard for viewing frequent flyer miles, hotel award points, credit card rewards and more. The Manager, provided through UsingMiles, allows you to manage and track all of your frequent flyer and customer rewards programs in one place. Track points as you earn them on a personal dashboard page Receive ed alerts before miles or points expire Get information on how to keep miles and points in your accounts Search to find the best deals on airline tickets and hotel rooms Book travel using cash or miles See bonus offers to learn about special deals 18 > Wealth Management Investment Management Trusts & Estates Financial Planning

19 For technical support, please contact your Kanaly Advisor. 19 > Wealth Management Investment Management Trusts & Estates Financial Planning

20 Wealth Management Investment Management Trusts & Estates Financial Planning 5555 San Felipe, Suite 200 Houston TX > Wealth Management Investment Management Trusts & Estates Financial Planning