Website User Manual
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1. spin search us View your portfolio Federated Clover INVESTMENT ADVISORS 5 Summary Holdings Transactions Your Account Summary Page Will Appear Market Value Performance etc Portfolio Account Smith John IRA XX1256 John Smith IRA Current Period w Smith John IRA Market Value mmS 0 95 Cash 2 8 Fixed 0 0 Equity 97 2 Long Term Tax Rate 15 00 Account Market Short Term V l Tax Rate 35 00 arue EE Cash EE Fixed E Equity Total Rate of Return Gross of Fees Cumulative Return Inception Qtr to Date Year to Date 1 Year 2 Year XX1256 1 94 2 40 F R 3000 VALUE 0 92 5 62 13 01 15 51 S amp P 500 1 92 2 21 8 48 9 59 Portfolio Performance To View Other Accounts if applicable or to Switch Time Periods Use the Drop Down Menus Portfolios Summary Holdings Transactions Account smith John IRA E v Portfolio XX1256 John Smith IRA Current Period None Selected Cash Ea Fixed E Equity Market Value mmS 0 9 Cash 2 8 Fixed 0 0 Equity 97 2 Long Term Tax Rate 15 00 Short Term Tax Rate 35 00 Total Rate of Return Gross of Fees Cumulative Return Inception Qtr to Date Year to Date 1 Year 2 Year XX1256 1 94 2 40 F R 3000 VALUE 0 92 5 62 13 01 15 51 S amp P 500 1 92 2 21 8 48 9 59 3 Year 17 30 12 71 Click on Holdings and Transactions to View Other Account Informat2. 25 18 245 25 1 107 23 1 107 23 may be helpful for your accountant at tax time ojal sos 43 40 Federated IC lover INVESTMENT ADVISORS Other Screens Holdings amp Transactions TRANSACTIONS The Transactions screen allows you to view the securities purchased or sold in your portfolio s for a specific time period The default time period will always be yesterday Summary Holdings Transactions Account Transactions Be er ees Account Smith John IRA v Retrieve Start Date 05 23 2006 no fiter Clear _ End Date 05 23 2006 gt xx1256 John Smith IRA Summary Holdings Transactions Account Transactions Account Smith John IRA x 7 I CUSTOM a lt s Previous Month Portfolio 1956 John Smith IRA r vious Quarter revious V revious Year bergen Date sterday Select the time period and your account portfolio and click on Retrieve Federated Ic lover INVESTMENT ADVISORS Portfolios Summary Holdings Transactions Account Transactions Account smith John IRA v Retrieve 01 201 H no fiter z Start Date 04 01 2006 Clear End Date 94 29 2006 XX1256 John Smith IRA Description Ticker Cusip 1679109 04 25 2006 04 28 2006 Sell FRX FORS 1676054 04 28 2006 04 28 2006 Expense Autorec 000009 PRINCIP 1676053 04 28 2006 04 28 2006 Income Autorec 000009 PRINCIP 1672711 04 30 2006 04 30 2006 Income Div Accrued for
3. 56 2 8 2 8 Equity Market I 143 924 924 143 Equity 97 2 97 2 Bond Market l 0 0 Click on Security ID Field to see the Tax Lots Bond I 0 0 0 0 I Other 0 0 0 0 Fotal Unrealized GalShort 7 0 0 gt Security ID Security Name Security Type _Shares Par_ Price Market Hid MC Cost Gain Loss G L Cost Share 000009 ACE AET AIZ PRINCIPAL CASH ACE LTD AETNA INC NEW ASSURANT INC BK BKS ls BANK NEW YORK INC BARNES amp NOBLE INC Cash Common Stocks Common Stocks Common Stocks Common Stocks Common Stocks Common Stocks a 350 270 490 405 440 280 0 0000 52 1900 39 8700 48 6700 45 0500 33 1600 40 0100 26 829 46 18 266 50 10 764 90 23 848 30 18 245 25 14 590 40 11 202 80 2 82 1 92 1 13 2 51 1 92 1 53 1 18 100 2 1 3 2 2 26 829 46 17 729 10 11 624 40 19 854 52 19 352 48 13 951 06 11 134 20 0 00 537 40 859 50 3 993 78 1 107 23 639 34 68 60 LOTS FOR Totals LOT Purchase Current 950 972 26 923 026 10 27 946 16 0 00 3 03 7 39 20 12 5 72 4 58 0 62 3 03 UNREALIZED Gain Loss Date ID Shares PAR Price Price Market Short Term Long Term I LT 1 9 2006 1317275 The Tax Lot information for the security will be displayed This information 405 47 7839 45 0500 19 352 48 18 245
4. BURLINGTON NORTHN SANTA FE COCommon Stocks 215 74 8400 16 090 60 1 69 2 12 702 65 3 387 95 26 67 1 069 59 BEG BISYS GROUP INC Common Stocks 865 14 9600 12 940 40 1 36 1 11 211 40 1 729 00 15 42 0 000 12 c CITIGROUP INC Common Stocks 570 48 8400 27 838 80 2 93 3 26 386 82 1 451 98 5 50 4 013 46 CEG CONSTELLATION ENERGY GROUP INCommon Stocks 160 51 7600 8 281 60 0 87 1 3 694 40 1 412 80 14 57 2 917 60 CHK CHESAPEAKE ENERGY CORP Common Stocks 295 29 3000 8 643 50 0 91 1 9 676 00 1 032 50 10 67 0 683 32 CMCSA COMCAST CORP NEW CLA Common Stocks 305 31 3300 9 555 65 1 00 1 9 7 50 09 194 44 1 99 0 000 31 cpe CONOCOPHILLIPS Common Stocks 440 62 5700 27 530 80 2 90 3 28 253 88 723 08 2 56 2 301 64 cps CVS CORP Common Stocks 580 28 1500 16 327 00 1 72 2 17 002 55 675 55 3 97 0 551 29 CYH COMMUNITY HEALTH SYS INC NEW Common Stocks 265 36 7000 9 725 50 1 02 1 10 151 40 425 90 4 20 0 000 38 n nnururan nre mmie miris a EA tne an sana ansa an sna 3 snaannnn annan aas aaen an Mm gt Totals 950 972 26 923 026 10 27 946 16 3 03 To view individual security information click on the Security ID Portfolios Summary Holdings Transactions Holdings for Account Smith John IRA Iv Click on the Portfolio Number to see the Holdings Period Current Period w Portfolio Description Portfolio Market Cash Market Cash Other Market 950 972 950 972 26 829 26 829 l XX12
5. EIX 000009 PRINCIP 1669387 04 28 2006 04 28 2006 Income Div Accrued for MS 000009 PRINCIP 1665306 04 25 2006 04 28 2006 Buy UST UST INC 1653559 04 17 2006 04 17 2006 Income Div Accrued for RSG 000009 PRINCIP 1652673 04 15 2006 04 15 2006 Income Div Accrued for NFG 000009 PRINCIP Once you hit Retrieve a list of all your transactions will be displayed INDATA CRM Suite Microsoft Internet Explorer oJ File Edit View Favorites Tools Help gr Favorites To close out of your portfolio information hit the X on your web browser and then log out of the Federated Clover web site nome our firm Our peopie portiolios commentary secure email contaci us OQOuUr search us ga Federated c lover INVESTMENT ADVISORS For questions and or comments please contact Your Client Service Administrator or email us as at webuser federatedclover com
6. Federated Clover INVESTMENT ADVISORS Federated Clover Web Site Access Client User Manual February 2014 Federated Clover Investment Advisors a division of Federated Global Investment Management Corp Federated Clover INVESTMENT ADVISORS Important Facts m Never hit the Back button on your browser for security purposes your session will be terminated At this time your assigned password cannot be changed Your assigned password is not case sensitive After 5 unsuccessful attempts to login your account will be locked An email can be generated to unlock your account Please contact your client service Administrator to unlock your account Federatedi Clover INVESTMENT ADVISORS How Do Access My Account Information On Line 1 Open your web browser and go to www federatedclover com 2 Click on Login V LiKe IT IS Investment management without the spin our people portfolios commentary secure email contact us search us Federated Clover INVESTMENT ADVISORS 3 Enter your User Id and Password amp Hit Submit assigned by Federated Clover Federated Ic lover Some opportunities only we can see INVESTMENT ADVISORS our people portfolios commentary secure email contact us login search us Login Attention User Name 7 Uporadeu our po Bio Operatic r industry standards Of course it is Federated Clover s long held practice to exceed industry standar
7. ds with regard to maintaining confidentiality for client information As you would expect we have set tight controls on the on line access to account information Most clients have not experienced any issues accessing their account information but a few clients have reported some limitations with their on line access typically due to the browser used If you experience any difficulties please do not hesitate to contact us and we will work through the issues with you and make sure you get the information needed as soon as possible We apologize for any inconvenience this may cause Forgot your Password Please email here Website User Manual Federated IC lover INVESTMENT ADVISORS 4 Anew window will open to your account summary page If a new window does not open then click on View Your Portfolio Pop ups must be enabled for this site Summary Holdings Transactions Account smith John IRA v Portfolio XX1256 John Smith IRA v Period Current Period lv Smith John IRA Market Value mm5 0 95 EE Cash j EE Fixed Cash 2 8 Equity Fixed 0 0 Equity 97 2 Long Term Tax Rate 15 00 Short Term Tax Rate 35 00 Total Rate of Return Gross of Fees Cumulative Return Inception QtrtoDate Year to Date 1 Year 2 Year XX1256 1 94 2 40 F R 3000 VALUE 0 92 5 62 13 01 15 51 S amp P 500 1 92 2 21 8 48 9 59 Federated Clover INVESTMENT ADVISORS Investment management without the
8. i f T o 0 0 o 0 0 0 XX1256 950 972 Click on the portfolio to view the holdings Federated Clover INVESTMENT ADVISORS Portfolios Summary Holdings Transactions Holdings for Account smith John IRA x Period Click on the Portfolio Number to see the Holdings Portfolio Description Portfolio Market CashMarket Cash Equity Market Equity Bond Market Bond Other Market Other Total Unrealized GalShort 7 950 972 26 829 2 8 924 143 97 2 ie 0 0 0 0 a XX1256 950 972 26 829 2 8 924 143 97 2 a 0 0 0 0 e lt m gt Click on Security ID Field to see the Tax Lots PORTFOLIO HOLDINGS FOR SecurityID Security Name Security Type Shares Par Price Market Hid MC Cost Gain Loss_ G L Yield Cost Share 000009 PRINCIPAL CASH Cash o 0 0000 26 829 46 2 82 100 26 829 46 0 00 0 00 0 000 a fial ACE ACE LTD Common Stocks 350 52 1900 18 266 50 1 92 2 17 729 10 537 40 3 03 1 801 50 AET AETNA INC NEW Common Stocks 270 39 8700 10 764 90 1 13 1 11 624 40 859 50 7 39 0 050 43 4 AIZ ASSURANT INC Common Stocks 490 48 6700 23 848 30 2 51 3 19 854 52 3 993 78 20 12 0 822 40 7 BIIB BIOGEN IDEC INC Common Stocks 405 45 0500 18 245 25 1 92 2 19 352 48 1 107 23 5 72 0 000 47 BANK NEW YORK INC Common Stocks 440 33 1600 14 590 40 1 53 2 13 951 06 639 34 4 58 2 533 31 BKS BARNES amp NOBLE INC Common Stocks 280 40 0100 11 202 80 1 18 11 134 20 68 60 0 62 1 500 39 BHI
9. ion Summary Holdings Transactions Portfolio Account Smith John IRA XX1256 John Smith IRA Current Period Smith John IRA Market Value mmS 0 95 Cash 2 8 Fixed 0 0 Equity 97 2 Hg Cash Ga Fixed E Equity Long Term Tax Rate 15 00 Short Term Tax Rate 35 00 Total Rate of Return Gross of Fees Cumulative Return Inception Qtr to Date Year to Date 1 Year 2 Year XX1256 1 94 2 40 F R 3000 VALUE 0 92 5 62 13 01 15 51 S amp P 500 1 92 2 21 8 48 9 59 Federated IC lover INVESTMENT ADVISORS Other Screens Holdings amp Transactions HOLDINGS The Holdings screen allows you to view the securities currently held in your portfolio s You may select different time periods from the drop down menu Portfolios Summary Holdings Transactions Holdings for Account Smith John IRA w Period Current Period M Click on the Portfolio Number to see the Holdings Portfolio Description Portfolio Market Cash Market Cash Equity Market Equity Bond Market Other Market otal Unrealized GalShort 1 950 972 26 829 28 924 143 97 2 0 0 0 0 0 0 0 XX1256 950 972 26 829 28 924 143 97 2 0 0 0 0 0 0 0 Portfolios Summary Holdings Transactions Holdings for Account smith John IRA x Period Current Period iv Click on the Portfolio Number to see the Holdings io ipti o i et ui arket ui ond Market on ther Market ther otal Unrealiz 3 7
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