Janney Online Access

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1 Overall Household Note: As of last market s close Janney Online Access Convenient. Secure. 24/7 Access. Janney s website for online account access lets you see your investment information from your home, tablet, or phone whatever is most convenient for you. Portfolio & Accounts Your portal to account information In this section of the site, you ll find detailed information about your holdings, including balances and positions, capital gains and losses, pending and completed transactions, and estimated income. Click through the second row of tabs for a detailed picture of your portfolio s holdings and activity. Do you want to know how many municipal bonds or biotech stocks you hold in your portfolio? The Balances & Positions page lets you sort your assets by sector, security type, and symbol and quantity, price, and value. Want to make sure a trade went through before you go to bed? Want to check how much you made on a stock sale? View the Account Activity page. Page Balances & Positions Tax Lots Activity Open Orders Watch List Gain/Loss Estimated Income Questions? Account Selector If you have a number of accounts (for example, one for each family member or education savings accounts for each child), use the Account Selector tool to choose only those accounts you want to see on this view a big time-saver, especially if some of your accounts are more active than others. Want details about an account on the list? Click it. Accounts selected Quick q Select all Baskets Deselect all Overall Household Joint Account One Account IRA Retirement Account One Roth IRA College Account 529 Two Roth IRA Total Nickname Two Roth IRA selected Quick q Account Linking Manage accounts This tool gives the option to create custom orders, unlin Add account Apply Revert Total YTD Realizied Account Nickname Two Roth IRA Total Broad Asset Class Size/Style Equity Sectors Total Securities Estimated Income $540, Account activity Open orders Account Date Description EQUITY CASH MANAGEMENT BOND TRUST FUND EQUITY ETF 0 ETF 1/02/2017 EQUITY CASH MANAGEMENT BOND Today s Gain/Loss Today s Unrealizied Gain/Loss $3, $ Total Yield Amount $ $12.34 $ $12, ($1,234.56) $ Gain/Loss $ Action SOLD SOLD Broad Asset Class/Size/Style/Equity Sectors Say you re 10 years away from retirement and plan to reallocate your investments to lower-risk assets. How are your assets allocated now? Your page shows useful views of your asset breakdown (for all the accounts you selected), which gives a more detailed look at your bonds, common stocks, and other instruments. The page is your go-to location for information about your accounts. You can check highlights of information that appear elsewhere in more detail. This gives you the big picture of your Janney accounts the cash, securities, and balance of each account linked to your online access. Statements & Documents Access to your important records For more detailed financial information, click on the Statements & Documents tab. From this page, you can retrieve, save, and print your financial documents no more hunting through papers and files. Also view past years tax forms, including 1099s. Quicken /Turbotax You can import information from Janney Online Access to Turbotax and the popular finance management program Quicken. THE HIGHEST STANDARD OF SUCCESS IN FINANCIAL RELATIONSHIPS WWW. JANNEY.COM JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC REF JANNEY ONLINE ACCESS PAGE 1

2 Research & Education Your portal to financial intelligence Investor Education Investor Education Refine by Topic: All Janney Equity Research Janney Fixed Income Research Markets S&P Commentary Title for the Family of a Child with Special Needs A Family Conversation on Estate Planning There are significant financial and emotional benefits to having a family conversation on estate planning. It s important to ensure that everyone involved understands your wishes, their role, what to expect from that role, and who they can look to for guidance and advice when executing that role. S&P Reports Date 10/13/2016 Topic Questions? Profile Customize your Janney Online Access experience Manage your edelivery, contact information, login, and security settings from the Profile tab. Want to add more accounts to Janney Online Access? This is the page to do it. Are paper statements cluttering your desk? Enroll in edelivery for electronic-only statements. Want paper delivery for some accounts and electronic delivery for others? Use the Profile page to do it. Janney will send you notifications when you have an edelivery. A Family Conversation on 10/13/2016 Online Estate Guide: Community Property Online Estate Guide: Special Situations Online Estate Guide: Life Insurance Online Estate Guide: Family Businesses Online Estate Guide: Charitable Giving Online Estate Guide: Lifetime Giving Online Estate Guide: Estate Taxes Online Estate Guide: Basics Investor Education Portfolio & Accounts Statements & Documents Research & Education Money Janney Equity Research Janney Fixed Income Research Markets S&P The Research & Education tab opens a world of financial intelligence, updated every 20 minutes. Janney and S&P research and commentary can help you make confident, educated investment choices. If you want to research an industry, a company, or a security, you can sort information by markets, quotes, news updates, summaries of major market indices, and charts. Look up details of a particular stock, and track historical performance of a given security. Here, you ll also find targeted, objective research by Janney s analysts on hundreds of companies. Read how the brightest financial minds expect the markets, as well as political and economic horizons, to evolve. The Investor Education section features easy-to-read articles, links, and resources on financial topics including retirement, college, taxes, personal finance, and estate planning. In addition, the Janney College Savings Planner can help clients understand more about college savings goals by providing current cost information for most U.S. colleges and universities, and allowing you to project different spending and savings scenarios. Security Janney has implemented a robust set of controls to allow secure access to our online resources from most devices including desktops, laptops, and mobile. These controls include: Risk assessments Customer authentication Layered security programs Detection of, and response to, suspicious activity Control of administrative functions Device identification Challenge questions Customer awareness and education We use a series of device identification methods with a more complex digital fingerprint that looks at multiple characteristics including PC configuration, internet protocol address, geo-location, and other factors that can help to identify risks to online security and prevent intrusions. Each user s device is fingerprinted digitally, and then recognized on subsequent visits. Device characteristics are recorded and checked by our servers to ensure that the user s device is the device that is registered. If something changes, our system responds by escalating the authentication requirements. Device fingerprinting delivers an increased layer of security, while still allowing the flexibility and convenience our users require and expect. Janney also has the ability to use Internet Protocol (IP) reputation-based tools to block connection to our servers from IP addresses known or suspected to be associated with fraudulent activities. Along with geolocation, flexible authentication workflows change the user experience based on the location of the user. For example, users outside of their home country may always have an escalated authentication workflow that requires out-of-band, two-factor authentication. WWW. JANNEY.COM JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC REF JANNEY ONLINE ACCESS PAGE 2

3 Responsive Mobile View The Online Access mobile view responds automatically to the type of device you are using. The compact responsive view lets users more easily access all of the information available on the full Online Access website. Content, navigation, and overall design has been optimized for smaller screens. However, if you do not wish to use the responsive view, choose the View Full Site link and you will be directed to the full screen version of the site. Here s a quick tour of the main sections of the Online Access responsive mobile view. Balances & Positions Tax Lots Activity Open Orders Watch List Gain/Loss Estimated Income Overall Household 0.10% Account Nickname Total Securities Estimated Income Today s Gain/Loss Today s Unrealizied G Balances and Positions See today s activity Balances Margin Detail Positions Total Two Roth IRA $540, $3, Group by: Security Type Cash & Equivalents Cash & Equivalents $20, $ % Broad Asset Class Size/Style Note: As of last market s close Equity Sectors Account activity Open orders Account Date Description Common Stock AAAA AAAA INC $2 $ % EQUITY CASH MANAGEMENT BOND BBBB BBBB INC $19, $ TRUST FUND EQUITY CCCC CCCC CORP $25, $ % ETF MF Closed & ETF 0 1/02/2017 ETF EQUITY CASH MANAGEMENT DDDD DDDD ETF $15, $ % BOND MF Open Menu The Menu provides an easy way to navigate to any page from your mobile device. From here you can view all pages from the regular desktop site. This includes a listing of your accounts. Check balances, see the positions (securities) held in each account, check on recent activity, see the status of open orders, check out Janney research, and much more. No matter where you are on the site, use the Menu button at the top left corner of the screen to navigate between pages. My Financial Advisor(s) My Financial Advisor(s) Portfolio & Accounts Statements & Documents Research & Education Money Transfer/Bill Pay/Rewards Notifications Profile My Net Worth Portfolio & Accounts Balances & Positions Tax Lots Activity Open Orders Watch List Gain/Loss Estimated Income Statements & Documents Research & Education Money Transfer/Bill Pay/Rewards Notifications Profile My Net Worth WWW. JANNEY.COM JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC REF JANNEY ONLINE ACCESS PAGE 3

4 Account Details The page, provides a household account summary which can be easily expanded to show the details for each account. You can also view Balances & Positions, Activity, and all other information available on the full Janney site. 1 of 6 accounts 0.10% 0.10% 0.10% Accounts Baskets Select all... Deselect all... Balances and Positions Balances and Positions Joint Account See today s activity See today s activity Balances Margin Detail Positions Balances Margin Detail Positions Group by: Security Type Cash & Equivalents Cash Balance Market Value of Securities $0.00 $80, Two Roth IRA Cash & Equivalents $20, $ % Common Stock AAAA $2 AAAA INC $ % Insured Sweep Program Money Market Funds Total Account Value Today s Gain/Loss Total Unrealized G/L $0.00 $20, $15, BBBB BBBB INC $19, $ Estimated Income Total Yield $5, % CCCC CCCC CORP $25, $ % Total YTD Realized G/L $20, MF Closed & ETF DDDD DDDD ETF $15, $ % MF Open Mobile Depositing a check to your Janney account has never been simpler. 1. Select an account into which you wish to deposit a check. 2. If applicable, select Deposit Type (for example, IRA contribution year/type). 3. Enter the check amount. 4. Use your mobile device to take a photo of the front and back of the check. 5. Select Deposit to process. Account: Select account... Check Amount: (Daily Limit: Please select account...) $ Next 0.10% Account: Amount: Front of check: Take picture Cancel Next 0.10% Deposits will be available the next day (if deposited before 7 PM ET), or the second business day (if deposited after 7 PM ET). Please review the online instructions and disclosures prior to using Mobile. WWW. JANNEY.COM JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC REF JANNEY ONLINE ACCESS PAGE 4

5 My Net Worth My Net Worth is an online feature that lets you monitor both Janney and non-janney financial accounts from our secure Janney Online Access website. This powerful tool can help you understand more about your complete financial picture, and see your entire net worth in a single online view. My Net Worth provides a convenient and secure way to view your account information in one place. You get a comprehensive view of all your finances held inside and outside of Janney including bank, investment, and credit card accounts. Easily review spending habits through a combined view of all your transactions, and share information with your Janney Financial Advisor, who can help you set goals and make better financial decisions. My Net Worth Provides Four Separate Views of Your Finances Net Worth Over Time Monitor your assets (investments, bank accounts) and liabilities (credit card and loan accounts) as your net worth changes daily. Asset Allocation Monitor your total asset allocation among your accounts by broad asset class, size/style, and sector breakdown. View holdings in each account, or combine them into a single view. Questions? Questions? Expenses Set budgets for expenses, track progress toward future goals, analyze cash flow into and out of accounts, and request transfers of outside assets into Janney. Combined Activity View investment and cash transactions across all accounts. Sort by transaction type, and filter by set or custom time frames. Questions? Questions? WWW. JANNEY.COM JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC REF JANNEY ONLINE ACCESS PAGE 5

6 You have 102,400 KB out of 102,400 KB available. Money Transfer/Bill Pay/Rewards Manage your cash Even if you don t have a Janney Advantage Account our cash management account that links your Janney investment account to checking, debit card, and electronic bill payments you can still use this page to track cash flow. If you do have this account, the Bill Pay/ Rewards page can give you a complete picture of your daily finances: bill paying, spending, and expenses. Janney Debit Card Where does your money go? Keep tabs on your spending habits with this consolidated view of your transactions, including the ability to group the data by expense category. We offer the ability to view your expense data for the previous 12 months, using the export function. Janney Rewards View and redeem reward points you accrue with your Janney Advantage VISA Debit Card. You accumulate points each time you use your card. Janney Bill Pay Put late fees, missed payments, paper checks, and postage stamps behind you. You can set up repeating payments (for services such as utilities, phone, and credit cards) or one-time payments to individuals. Choose from thousands of merchants. Any individual or business with a U.S. address qualifies. In addition to consolidating all of your accounts and electronic bill payments, we also offer competitive interest rates and an optional FDIC Insured Sweep Program.* This sweep offers at least $2,500,000 in FDIC insurance by spreading your savings among multiple FDIC-insured banks, expanding the $250,000 FDIC insurance per bank account far beyond the single-bank standard. The account also offers reimbursement for domestic ATM transaction fees. Contact your Financial Advisor to open a Janney Advantage account. * Janney Insured Sweep provides clients with FDIC insurance coverage potential of at least $2,500,000 per account holder; $5,000,000 for joint accounts; $2,500,000 for retirement accounts. Effective July 21, 2010, the Dodd- Frank Wall Street Reform and Consumer Protection Act became law, which permanently raises the maximum deposit insurance limit to $250,000. The FDIC Insurance coverage limit applies per depositor, per insured depository institution for each ownership category. For Assistance Please contact the Online Services department for further assistance. Please have your Janney account information ready. Phone: Monday to Friday: Saturday, Sunday, and Holidays: OnlineServices@janney.com 7 AM 9 PM EST 9 AM 4 PM EST Janney Money Transfer Janney Money Transfer lets you use Janney Online Access to transfer cash between your bank account and your Janney account, or between two Janney accounts. All it takes is a few clicks of a button. Set up your transfer by selecting the appropriate Janney account, entering the transfer amount, and selecting the appropriate external account. You can also add a new external account. You will need your nine-digit bank routing number, your account number, and the account type (checking or savings). Money Transfer Transfer Between In Janney from External AccountsAccount Document Vault Store and Share Important Documents Through Janney Online Access Today, information moves at lightning speed and quick access to digital financial documents is becoming a necessity. Document Vault provides a secure way to store important documents and share them with your Financial Advisor through your secure Janney Online Access account. Document Vault features: Enhanced security through Janney Online Access, including and text login authentication. Ability to share and store most common digital file types (PDFs, MS Word & Excel, Google Docs, and many others). Easy-to-use functionality to securely send and receive messages to and from your advisor. Option to create and name new folders to organize and store your digital financial documents. 100MB of free storage. Statements Confirmations Proxy & Prospectus Tax Forms Performance Reports Disclosures Expense Summaries Principal Trades Document Vault Create Folder 1. Set up transfer From: Sending Janney Account Amount to send: $ To: Receiving Janney Account Next To my Advisor From my Advisor Financial Documents Miscellaneous Documents 2. Validate and accept terms 3. Verify identity and submit Document Vault Important Notice: For each document stored in the Document Vault, you represent and warrant to Janney that you lawfully possess such document and have the authority to upload, store and retrieve to and from the Document Vault. You are solely responsible for the content of any document that you provide for inclusion in the Document Vault. You agree not to use the Document Vault to store any document or information that is unlawful, offensive, indecent, or otherwise actionable by any third party. You are responsible for retaining originals of the documents you choose to store in the Document Vault. You may add and delete files within the Document Vault. However, Janney will retain all files within Janney's internal storage for a minimum of 7 years. Please be aware that Janney and your Financial Advisor may or may not view any documents you upload. Questions? O items THE HIGHEST STANDARD OF SUCCESS IN FINANCIAL RELATIONSHIPS WWW. JANNEY.COM JANNEY MONTGOMERY SCOTT LLC MEMBER: NYSE, FINRA, SIPC REF JANNEY ONLINE ACCESS PAGE 6