STARTED. STEP 1: Open Kevin or Kathleen Sent and Click on "REGISTER NOW" Register for Your Financial Website

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1 YOUR PERSONAL FINANCIAL WEBSITE IN TWO EASY STEPS LET'S GET STARTED Step one { LET'S GET CONNECTED Step Logon two STEP 1: Open Kevin or Kathleen Sent and Click on "REGISTER NOW" Register for Your Financial Website Kevin Murphy: Kevin Murphy has sent you a one-time link to register for access to your financial website. 1. From your Home page, click on Organizer. 2. Next click Accounts. 3. Click Add 4. Enter your financial institution s name or website address in the search bar, then click Search. 5. Select the financial institution website. 6. Provide your credentials and answer any security questions. 7. Click Connect. 8. Once you ve added all your accounts complete the other sections of your Organizer. 9. That s it! Now your complete financial picture will come to life! This link will expire on DATE NOTE: If the link expires before you can complete the registration process, contact your advisor to request a new link. Kevin W. Murphy Old National Investments Vice President - LPL Financial Advisor REGISTER NOW Kevin Murphy (734) kevinw.murphy@lpl.com (734) (direct) Kathleen Snyder (Kevin s Assistant): (734) (734) (fax) 2723 South State Street, Suite 210 Ann Arbor, MI kevinw.murphy@lpl.com { Connect Your Accounts Accounts.

2 How to Add Connections Kevin W. Murphy Old National Investments Vice President - LPL Financial Advisor (734) (direct) Kathleen Snyder (Kevin s Assistant): (734) (734) (fax) In this user guide we will demonstrate how to set up your Connections South State Street, Suite 210 Ann Arbor, MI kevinw.murphy@lpl.com 1. Click on Add in the Accounts section under the Home page. c 1 Connections Booklet Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates

3 How to Add Connections 2. Enter the institution name or website address in the search bar and click Search. 3. From the list of results, select the correct institution. 2 Connections Booklet Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates

4 Organizer > Accounts Page 1 of 2 11/23/2016 Go back to Accounts ( Add Accounts Enter your institution's name or website address lpl account view Search Search results (1 matches found) 1. LPL Account View Online Can't find your institution? Some accounts don't have online access. To add those accounts, you will need to use a form to fill out the information. Help me add my account Previous Step Cancel Accounts shown with this symbol were not noted as sold, serviced, or solicited by your financial representative's firm. Please see the Account Information and Sources (/ema/cs/legal/accountsources) page for more information. Your account information is retrieved using a variety of methods, each of which has its own level of accuracy and timeliness. Please see the Account Information and Sources (/ema/cs/legal/accountsources) page for more information. These reports are provided for informational purposes only and are not intended to replace your official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained in the report(s). In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed on the reports should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC ( Please refer to the Terms of Service for additional information on Aggregation Services. Kevin Murphy 2723 South State Street, Suite 210 Ann Arbor, MI kevinw.murphy@lpl.com (mailto:kevinw.murphy@lpl.com) Contact Kevin Site Map Home (/ema/cs/) Organizer (/ema/cs/organizer) Workshop (/ema/cs/workshop) Spending (/ema/cs/spending) Investments (/ema/cs/investments) Vault (/ema/cs/vault) Reports (/ema/cs/reports) Resources Education Center Start Screen Sharing Sample disclaimer

5 How to Add Connections 4. Enter your credentials and click Connect. Please note: The system will take a moment to verify and retrieve your information. 3 Connections Booklet Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates

6 How to Add Connections 5. The account values are pulled through onto the accounts page. 6. To maintain the connection, see options in the upper right corner. 4 Connections Booklet Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit Not Insured by any Federal Government Agency Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates

7 Home Page 1 of 3 6/8/2016 Kevin Murphy viewing the website of SAMPLE CLIENT Education Center Help Settings Log out NET WORTH TODAY INVESTMENTS TODAY Kevin Murphy 1 kevinw.murphy@lpl.com % Office: (734) All Contacts ACCOUNTS Add SPENDING BUDGETS Cash $40,095 You do not have permission to view this client's spending data. You do not have permission to view this client's spending data. Credit Cards Investments PROTECTION AWARDS Life Insurance $0 Other Disability Principal Financial Service... More Use Awards Manager provided by UsingMiles to track your frequent flyer miles and hotel reward points. Loans $0 GO TO AWARDS

8 Settings > Privacy Page 1 of 2 Kevin Murphy viewing the website of SAMPLE CLIENT Education Center Help Settings Log out Alerts Privacy Privacy Settings This page allows you to manage your privacy settings. None Cannot view any spending data. Spending Permissions Limited Can view category spending and budgets. Full Can view all data, including transactions. My Advisor Kevin Murphy Advisor Contact Kevin ALL DONE AFTER STEP 2 6/8/2016