Online Access Guide. September New York Chicago San Francisco Rome
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1 Online Access Guide September 2014 New York Chicago San Francisco Rome
2 Table of Contents Sign In Portfolio Portfolio Summary - current market value of all accounts and consolidated summary Account Information Account Details - current market value and shares outstanding for every account and fund Transaction History - transaction history for a determined period Statements - current and historical month end statements Trading Buy - purchase shares of a new or existing CUIT funds Sell - sell CUIT funds and have the money sent to as either a wire or check Exchange - move money from one fund to another fund within the same account Transfer - move money from one account to another account within the same fund Rebalance - rebalance assets based on asset allocation model Account Options Distribution Options - view the capital gain or dividend distribution details for the account Automatic Investment Plan - view, add, delete, and modify an Automatic Investment Plan Profile Personal Information - view and modify your Internet profile. *Does not update your account record(s)* Security Information - view and modify the security information associated with the account Mailing Address - view current mailing addresses. *Changes not available online* Christian Brothers Investment Services 2
3 Secure Sign In: Participants will sign in on a secure website and be required to have a User ID and Password. Christian Brothers Investment Services 3
4 1234- MISSION HIGH SCHOOL MISSION HIGH SCHOOL INVESTED FUNDS MISSION HIGH SCHOOL OPERATING FUNDS Portfolio Summary: Participants can access the current market value of all accounts and consolidate amounts as of the previous day. Christian Brothers Investment Services 4
5 Account Details: Provide the current market value and shares outstanding of your account as of the previous day. Christian Brothers Investment Services 5
6 MISSION HIGH SCHOOL Transaction History: Provide all transactions history for a determined period Christian Brothers Investment Services 6
7 Statements: Participants can access current and historical month end statements. Christian Brothers Investment Services 7
8 Trading: Buy CUIT Funds Christian Brothers Investment Services 8
9 MISSION HIGH SCHOOL Step 1: Participants select fund to make the buy. A buy can be made into an existing or new fund Christian Brothers Investment Services 9
10 MISSION HIGH SCHOOL Step 2 : Participants complete the investment details including dollar amount of the buy and banking account information. Christian Brothers Investment Services 10
11 Trading: Sell CUIT Funds Christian Brothers Investment Services 11
12 MISSION HIGH SCHOOL MISSION HIGH SCHOOL Step 1: Participants can choose to sell funds and have the money sent to them as either a wire or check. Wire instructions need to be setup 24 hours in advance of making the redemption. *Please note new bank instructions cannot be set-up online* Christian Brothers Investment Services 12
13 MISSION HIGH SCHOOL MISSION HIGH SCHOOL Step 2: Participants will be asked to verify & process the financial information prior to submitting. Christian Brothers Investment Services 13
14 MISSION HIGH SCHOOL MISSION HIGH SCHOOL Step 3: Participants will receive a confirmation for this sale and can print this page for their records Christian Brothers Investment Services 14
15 Trading: Exchange CUIT Funds Christian Brothers Investment Services 15
16 MISSION HIGH SCHOOL Step 1 : Participants will choose which funds to exchange from and exchange to. Money can be exchanged to a new or existing fund. Christian Brothers Investment Services 16
17 MISSION HIGH SCHOOL Step 2: Participants will determine the amount of money or shares to exchange between the different funds. Christian Brothers Investment Services 17
18 MISSION HIGH SCHOOL Step 3: Participants will be asked to verify & process the financial information prior to submitting. Christian Brothers Investment Services 18
19 Trading: Transfer CUIT Funds Christian Brothers Investment Services 19
20 MISSION HIGH SCHOOL MISSION HIGH SCHOOL OPERATING FUNDS Step 1: Participants will choose which funds to transfer from and transfer to. Christian Brothers Investment Services 20
21 MISSION HIGH SCHOOL Step 2: Participants will determine the amount of money or shares to transfer between the different funds Christian Brothers Investment Services 21
22 MISSION HIGH SCHOOL MISSION HIGH SCHOOL INVESTED FUNDS MISSION HIGH SCHOOL OPERATING FUNDS Step 3: Participants will be asked to verify & process the financial information prior to submitting. Christian Brothers Investment Services 22
23 Trading: Rebalance CUIT Funds Christian Brothers Investment Services 23
24 MISSION HIGH SCHOOL INVESTED FUNDS Step 1: Participants can choose which account to process a rebalance Christian Brothers Investment Services 24
25 MISSION HIGH SCHOOL INVESTED FUNDS MISSION HIGH SCHOOL INVESTED FUNDS Step 2: Participants will be asked to verify & process the financial information prior to submitting. Christian Brothers Investment Services 25
26 Distribution Options Christian Brothers Investment Services 26
27 MISSION HIGH SCHOOL Distribution Options: Participants can view their current distribution options. Christian Brothers Investment Services 27
28 Automatic Investment Plan Christian Brothers Investment Services 28
29 MISSION HIGH SCHOOL Automatic Investment Plan: Participants can view and setup Automatic Investment Plan. Christian Brothers Investment Services 29
30 Profile Christian Brothers Investment Services 30
31 Personal Information: Participants can update personal information related to their accounts. Christian Brothers Investment Services 31
32 Security Information: Participants can update passwords and security information. This includes selecting a personal security image or phrase. Christian Brothers Investment Services 32
33 MISSION HIGH SCHOOL INVESTED FUNDS MISSION HIGH SCHOOL OPERATING FUNDS Mailing Address: Currently this function is not available online. Christian Brothers Investment Services 33
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