Investor Services Online Quick Reference Guide Password management
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1 This guide describes how to manage your password settings, set your personal verification questions and change your password. The My Personal Verification Questions function is used to enter answers to questions that are personal to you to verify your identity if you have forgotten your password. If you have not set these personal verification questions, you will need to contact your company administrator to reset your password. Changing your password To change your password: 1. From the Investor Services Online main page, click on User ID Change Password. The Change My Password page appears (Figure 1). Step 1 Step 2 Step 3 Step 4 Step 5 Figure 1 1/5 Investor Services Online August 2018
2 Hint This page also appears when you first log in to Investor Services Online. 2. In the Current Password field, enter your current password. Notice that the characters will be masked. 3. In the New Password field, enter your new password. Passwords must be a minimum of 8 to a maximum of 32 characters and contain at least one numeric character and one upper-case character. 4. In the Confirm New Password field, re-enter this new password. Note In order to protect your privacy while using Investor Services Online, remember to keep this password secure. 5. Click Save. This new password will be available when you log in to Investor Services Online again. Note You will also need to change your AutoConnect password. 2/5 Investor Services Online August 2018
3 Setting your personal verification questions To change your personal verification questions: 1. From an Investor Services Online page, click on User ID PVQs. Step 2 Step 1 Note Be aware of these rules when answering your personal verification questions. Step 3 Step 4 Step 5 Figure 2 Hint This page also appears when you first log in to Investor Services Online. 3/5 Investor Services Online August 2018
4 2. The My Personal Verification Questions page appears (Figure 2). 3. From the questions drop-down lists, select four questions for which you wish to enter your personalized answers. For example, from the first question field, select: What was the name of your first pet? 4. In the corresponding answer field, enter an answer personal to you. For example, enter: Puppy. Repeat steps 2 and 3 for each personal verification question. 5. Click Save to save these answers. 6. These will enable you to request a new password directly from RBC Investor & Treasury Services by clicking Forgot Password? from the Login page (Figure 3). Figure 3 4/5 Investor Services Online August 2018
5 RBC Investor & Treasury Services is a global brand name and is part of Royal Bank of Canada. RBC Investor & Treasury Services is a specialist provider of asset servicing, custody, payments and treasury services for financial and other institutional investors worldwide. RBC Investor Services operates through two primary operating companies, RBC Investor Services Trust and RBC Investor Services Bank S.A., and their branches and affiliates. In the UK, RBC Investor Services Trust operates through a branch authorized by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The Dubai Branch of RBC Investor Services Trust is regulated by the Dubai Financial Services Authority. This material is not for distribution to retail clients as defined under the rules of the FCA. In Australia, RBC Investor Services Trust is authorized to carry on financial services business by the Australian Securities and Investments Commission under the AFSL (Australian Financial Services Licence) number In Singapore, RBC Investor Services Trust Singapore Limited (RISTS) is licensed by the Monetary Authority of Singapore (MAS) as a Licensed Trust Company under the Trust Companies Act and was approved by the MAS to act as a trustee of collective investment schemes authorized under S 286 of the Securities and Futures Act (SFA). RISTS is also a Capital Markets Services Licence Holder issued by the MAS under the SFA in connection with its activities of acting as a custodian. In Hong Kong, RBC Investor Services Bank S.A. is a restricted license bank and is authorized to carry on certain banking business in Hong Kong by the Hong Kong Monetary Authority. RBC Investor Services Trust Hong Kong Limited is regulated by the Mandatory Provident Fund Schemes Authority as an approved trustee. This document is intended to provide general information only on services and products of RBC Investor & Treasury Services, and does not constitute any legal obligation or commitment on behalf of RBC Investor & Treasury Services. / Trademarks of Royal Bank of Canada. Used under licence. 5/5 Investor Services Online August 2018
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