User guide for Salem Trust Online
Contents
1. MM cash VF Cash and Equivalents Investment Objective Balanced E Corporate Bonds Investment Authority NONE E PA Equites MM Mutual Funds WB other 1010999975 CLIENT CASH 1010999984 CLIENT MUT FDS 1040000782 CLIENT FIXED 1n4nnn4s19 CLIFNT RESFRYF Account Balance The report displays account liquidity including cash and cash equivalents Account Balances Email Download As of Date 01 29 2007 E e Settled O Traded Print Preview Salem Trust Online User Manual page 24 JOHN CLIENT CON Income Cash Principal Cash Liabilities 6 005 56 Saa SINE FEDERATED OBLIGATIONS PRIME OBLIGATIONS FUND 396 FEDERATED OBLIGATIONS L 5 GOYERNMENT 1 3 YEAR INSTITUTIONAL FUND SUNGARD BANK MONEY MARKET FUND Tax Lot Detail lt Previous Pagelof a 1 Next Jump to page Go 0 85 View All ABN AMRO BK N Y CHICAGO BRCH 1040000782 1 100 000 000000 SUB NT 7 25 05 31 2005 CUSIP 00077Q448 Unit Price 0 000 COMBINED LOT 100 000 000000 TOTAL ABN AMRO BK N Y CHICAGO BRCH 1040000782 1 100 000 000000 0 85 SUB NT 7 04 01 2008 CUSIP 00077Q4B6 Unit Price 101 715 COMBINED LOT 100 000 000000 TOTAL A T amp T CORP 1040004528 1 101 000000 27 40 CUSIP 001957109 Unit Price 35 750 1040004528 2 152 866 000000 27 39 COMBINED LOT 152 967 000000 TOTAL ABBOTT LABS 1040004528 1 250 000000 20 00 CUSIP 002824100 Unit Price 48 710 1040004528 2 4 000 000000 0 50 10402. To add an Account Group click on New Account Group button the Add Account Group screen will display as shown below Add Account Group Account Group Information Group ID Group Name Description Available Accounts 0113111114 FIDELITY IN 01 2 1010000017 SHORT NAME 1010000026 SANTOS JUAN 1010000044 JOHN BLACK AAAAA To Add an Account Group define your Group ID number Group Name and description To add accounts to your group select an account from the Available Accounts list box on the left and then select Add to add the account to the Assigned Accounts box on the right To remove an account from the Assigned Accounts box select the account and then select Remove To save the accounts to the group select Save Add Account Group Field descriptions Group ID 6 A N Accepts 6 characters Must include G followed by a 5 digit number ld number must be unique to the user id Salem Trust Online User Manual page 35 Required field Group Name 16 A N Accepts 16 characters of text The Group Name defined here will display with the Group ID in the Account Look up box Required Description G4 A N Accepts 64 characters of text This description displays on reports as Account Group Long Name Optional Change Welcome If your institution requires Dual Authentication you will also have the ability to change your Welcome Image a
3. 1 My Accounts a Account List b Account Balance General including Cash Management Balances c Investment Summary with Pie Chart l Investment Detail ii Tax Lot for a Single Investment d Asset Detail Tax Lot for a Single Investment e Tax Lot Detail 2 Transactions a Posted Transaction Activity i Posted Transaction Detail b Pending Transaction Activity i Pending Transaction Detail 3 Cash Projection Summary 4 Cash Projection Detail 5 My Reports Salem Trust Online User Manual page 21 Trust Report Views Once your User ID and Password have been verified you are presented with an Investment Summary or Account Listing If you have access to more than one account a dropdown box provides a list of the accounts to which you have access The ten accounts you have used most recently are listed first You may add accounts to this list via the Look Up button To access additional accounts click on the account you wish to view and the account information is displayed Click for Calendar display You may view information from a previous date Account lookup is available by account name or account number All Reports can be printed or saved to your hard drive SUNGARD Last Login 08 14 2007 09 24 17 37 CDT e ContactU4 gt UserOptions gt Help gt About gt Logoff My Accounts Transactions Projections File Download Trading My Reports Account List Account Balances Investment Summary A
4. New Password LIIIITITIIL Confirm New Password LIIIITITIIL Cancel Change Password PLEASE READ For your protection this site utilizes a dual authentication login procedure In addition to your credentials user ID and password the first time you login you will be required to select a picture select a text phrase or word and select answer three verification questions of your choosing These items become your login fingerprint and a combination of these items will be used on subsequent logins Your credentials will expire after a period of non use In order to maintain your credentials please log in regularly If you select private computer the next time you log in you should verify that the picture and text you selected are displayed before entering your password If you select public computer the next time you login you will be asked a verification question before you will be able to enter your password All Rights Reserved This is a site Disclaimer1 After you become an active user of Salem Trust Online you will be required to change your password every 90 days You must select an image and provide a personalized caption Both will become part of your login process from this point forward The purpose of the image and caption is to thwart others attempting to persuade you into giving your password to a site Your custom login will always display the image and caption Click on an image SUNG
5. SI SALEM TRUST So WE Pk NOU Salem Trust Online User Guide For assistance please contact your client service team 877 382 5268 v 2 0 Last update December 3 2013 DEERFIELD BEACH TAMPA 455 FAIRWAY DRIVE SUITE 103 e DEERFIELD BEACH FL 33441 e TEL 877 382 5268 e FAX 954 725 4493 1715 N WESTSHORE BOULEVARD SUITE 750 e TAMPA FL 33607 e TEL 877 382 5268 e FAX 813 301 1295 www salemtrust com SALEM TRUST COMPANY IS A SUBSIDIARY OF U S FIDUCIARY SERVICES INC AN EMPLOYEE OWNED COMPANY Salem Trust Online User Manual page 1 Welcome to Salem Trust Online In our dedication to be the premier financial services provider for the markets we serve Salem Trust Online invests in technology that equips you with industry leading tools This new version of Salem Trust Online is our most complete ever and features new reporting tools and other features We designed this manual especially for our clients You might use it both as a reference for specific questions or as a guide to get started as you explore Salem Trust Online s possibilities We hope you find this manual useful and easy to use Please let us know if you have comments or suggestions We have instituted precautions designed to guard account confidentiality Salem Trust s robust Web portal requires account activation If you have any questions please contact your regular Salem Trust client services office at 877 382 5268 Salem Trust professionals
6. 811099465 SGMM SUNGARD BANK MONEY MARKET FUND 100 000 000000 100 000 00 100 000 00 TOTAL FOR Cash and Equivalents 214 745 00 214 745 00 Corporate Bonds 00077QAAS ABN AMRO BK N Y CHICAGO BRCH SUB NT 100 000 000000 85 000 00 85 000 00 7 25 05 31 2005 00077QAB6 ABN AMRO BK N Y CHICAGO BRCH SUB NT 100 000 000000 85 000 00 101 715 00 16 715 00 7 04 01 2008 TOTAL FOR Corporate Bonds 170 000 00 186 715 00 16 715 00 Equities 001957109 T T amp T CORP 152 967 000000 4 189 241 69 5 468 570 25 1 279 328 56 002824100 ABT ABBOTT LABS 85 443 000000 3 889 606 27 4 161 928 53 272 322 26 166751107 CHY CHEVRON CORPORATION 7 335 000000 485 293 15 4 075 619 40 3 590 326 25 254687106 DIS DISNEY WALT HOLDING CO 142 019 000000 4 174 723 06 4 186 720 12 11 997 06 ko RA k E Tax Lot Single Investment Email Download As of Date D1 29 2 Print Preview Bal Settled O Traded JOHN CLIENT COMBINED ACCOUNT JANUS OVERSEAS FUND 1010999984 1 200 000000 20 00 4 000 00 5 008 00 1 008 00 01 01 2001 CUSIP 471023341 Unit Price 25 040 1010999984 2 10 000 000000 20 00 200 025 00 250 400 00 50 375 00 06 03 2006 1010999984 3 10 473 977000 25 04 262 293 38 262 268 38 25 00 12 26 2006 1040004519 4 2 696 754000 25 05 67 551 69 67 526 72 24 97 12 26 2006 1040004519 5 0 998000 50 09 49 99 24 99 25 00 12 26 2006 COMBINED LOT 23 371 729000 533 920 06 595 228 09 51 308 03 TOTAL Salem Trust Online User Manual Account List Pa
7. NE ON ON ON ON ON MN ON ON ON ON NON No Password Login Forgot My Password Enter your password only if you see your personal welcome message below your selected welcome image If you are not JHSMILTON click here Salem Trust Online User Manual page 14 Salem Trust Online Features Available features include y Immediate access to your portfolio Information from any location via the Internet Portfolio Information displayed on a Settled or Traded basis Portfolio Information displayed on Current or As of Date Basis Long and Short Term Gains Losses displayed User selected options for customization of data displayed on reports Ticker Symbol if selected for display hyperlinks to an Investment Information site on the Internet Portfolio information displayed graphically Cash Projection information for up to 99 days All reports are viewable and printable Drill Down capabilities for viewing individual asset or transaction detail including individual tax lot information for each asset Download of information into a spreadsheet format such as EXCEL Capability to view a statement on your Portfolio Management Trust Account via the Internet Salem Trust Online User Manual page 15 On Line Help After your system login has been verified you can select one of the eleven available portfolio views For easy navigation a toolbar is presented as part of each view When you access
8. tea d kako E E E ENa 32 Change Challenge vss s k abi koken ai penso bis desea k s a ki aa ae era ai ek ka ae ese ba a ea AA aie a aaa kat 33 Salem Trust Online User Manual page 4 Change Start Or Landing Page cccceccsccsccsscssccsccsccsccsccsccsccscesccsccscees 33 ACCOUNT Group MaintenanCE eeeeeeeeeeeeeoeeoceeoeeoeeeoeeueeooeeuceooeeooeoeeooeeoeeooeoocen 34 Change W el CONN kk secs bio el ke kt otan af l ao l ap aj aka e a a al a a a a ek e aa e ia 35 WEB STA FEMEN TS di5345 os t osi prose dete aple RUN dede bien wan ba ede ostea seve oae ede oke nee te bis disesbNe akne 36 Statement Availapility bes beke deica bes pla ik a kr en e n e n e ta a a pratik 37 Salem Trust Online User Manual page 5 Getting Started Our online service provides you with access to your investment portfolio 24 hours a day The only thing you need is either Internet Explorer or Netscape browsers The browser support policy is to support the two latest browser versions Salem Trust Online currently supports IE Netscape and Firefox on both Windows and MAC Other browser types including certain versions of Google Chrome and Opera may also work Optimal viewing Optimal viewing resolution is either 800x600 pixels or 1024x768 pixels with at least 32 68 colors However style sheets and fonts have been developed to minimize the impact of high resolutions and changes in browser or desktop fonts Data transmission security is implemented
9. the Help area the following view is presented When you click on any of the underlined topics for example Navigation Tips the information regarding that topic Navigation Tips is displayed The Help area includes complete instructions for using all areas To exit the Help area click on the X button in the upper right hand corner of the screen Please take advantage of this user friendly instruction format Click on x in the upper right hand corner to return to the portfolio views Online Help Introduction Downloading Account Information Viewing Account Data Navigation Tips Viewing Portfolio Holdings Emailing Reports Viewing Transactions Changing Your Email Address Select Data Columns ancl Orcler Changing Your Password Select Sort Order Changing Your Password Challenge Select Time Period Viewing Options Finding an Account Click on any of the topics to go directly to that particular topic Once in the topic Printing Reports i ida you can return to this menu by using the BACK button on the top of your screen Please review this information thoroughly prior to using Salem Trust Online so you may take full advantage of all the features offered Contact Us Contact information can be found on the top of your page under CONTACT US SUNGARD RIE LT SE DATA a care ee Last Login 08 27 2007 14 31 47 03 CDT Contact Us gt User Options gt Help gt About gt Logoff My Accounts Transa
10. via SSL Secure Socket Layer PLEASE REVIEW YOUR SETTINGS AND CHANGE THEM ACCORDINGLY TO ENSURE YOUR INFORMATION DISPLAYS CORRECTLY Supported Web browsers The supported browsers include Internet Explorer versions 8 and 9 Chrome Firefox Safari and Opera Internet Explorer 9 0 8112 164 internet Explorer 8 0 7600 16385 Firefox 9 0 1 Chrome 16 0 912 63 Wing E Safari 5 1 2 Wing ef Opera 11 6 WinZ n Freiox901 Mac OSX Lope E Safarisi Ma OS X Leo Operae Mac OSX Leopard internet Explorer amp 0 600118702 WindowsXP Chrome 220 122979 Windows Xe Freioxs0i0 Wro Salem Trust Online User Manual page 6 Using Internet Explorer IMPORTANT NOTE FOR INTERNET EXPLORER USERS You must check the Compatibility View Settings as below Click on Tools then click on Compatibility View Settings a Diagnose Connection Problems Reopen Last Browsing Session C Pop up Blocker a Manage Add ons tye Work Offline EN Compatibility View Settings Toolbars Explorer Bars the Developer Tools Suggested Sites OneNote Linked Notes Lync add on Send to OneNote gt Internet Options Be sure that all options are unchecked then click on Close Compatibility View Settings You can add and remove websites to be displayed 7 Compatiblity View Add this website sungard com Websites you ve added to Compa tbdib iew Indude updated website ists from Microsoft Cesplay intranet sites in Compat
11. 004528 3 48 972 000000 47 41 1040004528 4 500 000000 41 09 1040004528 5 51 000000 49 06 1040004528 6 31 670 000000 48 55 COMBINED LOT 85 443 000000 TATAI My Accounts Transactions Projections 85 000 00 85 000 00 85 000 00 85 000 00 2 767 61 4 186 474 08 4 189 241 69 3 000 00 2 000 00 2 321 860 52 20 543 00 290193 1 537 700 82 3 889 606 27 Income Overdraft Inception Date Principal Overdraft Inception Date 85 000 00 85 000 00 101 715 00 101 715 00 3 610 75 5 464 959 50 5 468 570 25 12 177 50 194 840 00 2 385 426 12 24 355 00 2 484 21 1 542 645 70 4 161 928 53 File Download Sy clei EFE 16 715 00 16 715 00 843 14 1 278 485 42 1 279 328 56 7 177 50 192 840 00 63 565 60 3 812 00 ane 4 944 88 272 322 26 Trading 114 745 00 100 000 00 DO Tonton Market value GE a C 01 01 1999 12 26 2006 12 26 2006 03 31 1995 05 01 2001 06 06 2006 07 14 2006 12 26 2006 12 29 2006 My Reports Posted Transactions Pending Transactions Salem Trust Online User Manual page 25 Posted Transaction Activity Summary and Detail Click on an individual transaction to drill down and see the Transaction Detail Posted Transaction Activity JOHN CLIENT COMBINED ACCOUNT Download gt Email gt Quick Print Print Preview Drill Down for Posted Transaction Detail Time Period Year to Date v Page 1 of 5 Next Jump to pa
12. ARD Contact Us Help About Select Personalized Login Page Image Use this page to select your preferred image from the list of available images along with a personalized caption The chosen image and caption will appear on your login page after you enter your username This wi pwe Mee Select an image and apply a personalized caption for it Your Selected Image Your Personalized Caption Salem Trust Online User Manual page 12 Enter a personalized caption and click on Save Select Personalized Login Page Image Use this page to select your preferred image from the list of available images along with a personalized caption The chosen image and caption will appear on your login page after you enter your username This will help you identify the login page as genuine reducing the risk of a phishing attack Your Selected Image Your Personalized Caption no sugar PLEASE READ For your protection this site utilizes a dual authentication login procedure In addition to your credentials user ID and password the first time you login you will be required to select a picture select a text phrase or word and select answer three verification questions of your choosing These items become your login fingerprint and a combination of these items will be used on subsequent logins Your credentials will expire after a period of non use In order to maintain your credentials please log in regularly If you sel
13. IES 143 TIA F IIZ 443 13 7 te o FIED 7 ZIN 59 40 142 2O L Ts a MUTAL PUNDE 201 DIL J l l 283 17 J Fre o HEAL ESTATE MISEKS L SE fe 190 200 00 41 y SP SDRY 1d GGL Da 2 90 O De Tou kasyon 1 486 776 0 1 EEJ ETI E Ha a Acra ravine Plus laces rcurhile L 9R4 13 rt Ee Costa Amd Kata 2 429 84 2 229 ki Che 413 73 FI TI Tou ced Gee 4 1I0 LI 1 100 10 Total Asset A Accra 1 490 EEE 14 1 EEA iz a Salem Trust Online User Manual page 37 Statement Availability Web statements are available for 13 months and include e 13 monthly statements e 4 quarterly statements e 1 annual statement We recommend that you download your data at least once a year If you schedule a certain date every year to extract your data you will be assured of having complete information in your files
14. URCHASED 100 EKS FORD MOTOR CO DEL COMMON STOCK CH 01 17 2007 TOTAL FOR BUY ump to page Ge View Al 345370100 w Fie anl KAN CLIENT EQUITY ACCOUNT Salem Trust Online User Manual page 26 You can choose any of the quick date selections or a Date Range When you choose Date Range a Start and End Date selection box is presented You may choose the Start and End date via the calendar look up button Posted Transaction Ac s it y Download Email Quick Print Print Preview Time Period Time Period Date Range Date Range x From 8 23 2006 4 2 Bal No _ a ron ST Mo August Je Sun Mon Tue Wed Thu Fri Sat lt Previous 30 31 EE a fa 5 BOEWAGDSYAAA 6 7 8 9 1011 12 01 01 2007 13 14 15 16 17 18 19 20 21 22 23 24 25 26 01 24 2007 57 pansan S 6 7 8 01 30 2007 RECEIVED FROM DONOR 01 30 2007 RECEIVED FROM DONOR Pending Transaction Activity Information is displayed for trades that have been executed and are awaiting settlement Download Email gt Print Preview ious Page 1 of 1 Next Jump to page ME View Al BUY 10 19 2006 1 000 SHS 4 000 00 905337T101 10 19 2006 10 31 2006 1 000 000000 LISX LI 5 STEEL GROUP COMMON Due To Broker 4 000 00 Due From Broker Due To From Broker 4 000 00 Salem Trust Online User Manual page 27 Pending Transaction Detail Email Print Preview BUY 10 19 2006 1 000 SHS Transaction Code SMAC BLIY C
15. USIP a0337T101 LIS U 5 STEEL GROUP COMMON STOCK AT 4 REG 50 SUNGARD BONY IN 10 BROKER 0 NO BROKER OR BROKER UNKNOWN PUR PRICE 4 000 00 Transaction 1 Description USX U S STEEL GROUP COMMON COMMISSIONS 0 00 STOCK BOOK VALUE 4 000 00 Trade Date 10 19 2006 Principal Investment Change 4 000 00 Pending Settlement Date 10 51 2006 Income Investment Change Income Cash Due To From Broker Income Shares Par Change Principal Cash Due To From Broker 4 000 00 Principal Shares Par Change 1000 vault 9766 Trade Status Printed Funds Code Broker Code O NO BROKER OR BROKER LIKE OWA Market Value Commissions 0 00 Tax Cost 4 000 00 Trade Service Fees 0 00 Book Value 4 000 00 Accrued Interest 0 00 Gain Loss Bank Fees Agent Fees Other Fees Fees and Pract Cash Projection Reports The Cash Projection Reports provide the capability to preview an account s projected cash transaction activity The number of days to project can be from 1 99 The types of activity reported are Receipts SMAC sell Represents a completed trade Completed sell and block sell orders Miscellaneous asset sells Represents mutual fund trades Maturities occurring within the date range Dividends return of capital Interest Principal distributions Mortgage backed security payments Miscellaneous receipts Represents recurring receipts such as social security pension payments etc Interest from trade transactions R
16. USX U 5 STEEL GROUP COMMON 10 31 2006 Projected Ending Cash and Liquid Asset Balance 1 269 493 19 1 361 249 80 91 756 61 Disclaimer Message Salem Trust Online User Manual page 30 Report Options You can change report viewing options for each column on reports When you place your mouse over a column heading a drop down menu displays the sort options and additional data elements available for the specific column You can delete columns by placing your mouse over the column heading and clicking Remove on the drop down menu You can add a column by placing your mouse over the desired column on the drop down menu and clicking The column is added after the column you have currently highlighted Selections made here stay in effect until you change them FORD MOTOR CO DEL COMMON STOCK TOTAL FOR Equities 1797 49455 lo 227 16 Mutual Funds D014 13301 EINE ADM WEDINGAR TEN CLASS A 7 300 00 2 800 00 603S4N765 Poa FEDERATED OBLIGATIONS 4 507 979 37 4 142 519 48 US GOVERNMENT 1 3 YEAR INSTITUTIONAL FUND iM io TOTAL FOR Mutual Funds 10 959 69 4 505 TOUT 4 145 319 48 TOTAL FOR ALL ASSETS Z 00 00 OS WAS Salem Trust Online User Manual page 31 Download Capabilities The File Download function provides the capability to download report information for further viewing printing and analysis As an example you can download a file save it to disk and import the file into Microsoft Excel Choose the Exporting Data
17. are available Monday through Friday between the hours of 9 00 AM and 5 00 PM ET Updates to system Client information is refreshed nightly with updated information Every 2 hours the following data is refreshed e Changes to holdings e Pending transactions Salem Trust Online User Manual page 2 Table of Contents WELCOME TO SALEM TRUST ONLINE cccsccccscsccscsscscsscscsscscsscscsscscsscscees 1 Two systems through August 31 2013 eeeeeecseco Error Bookmark not defined Updates TO SVS OTAN 4 ri r aa ia de r ear ae r ref per ap ek re kk ar e yi r a bri da kr re r ae are me area ri ere 1 TABLE OF CONTENTS v s sese soe iesousesye see dos s v sesesonse sosoute sesougessiseusye sese v doseseusy s 2 GETIING SIARTED wi osos cesdosesttodaseusood serenesesssous terassectgss egseseweaosesereors sysisvsescsicen 5 OD UI VIEW M ao ene are an nee ve east dane desen aie aaa ese ame aaa ti goes area side sat yo v suas 5 Supported Web browsers 4446 s v esissessseaseos sktaasesssstsosest sesyosk sosevesisosevessstesessbso 5 Using IMIETNEL EX DIOLEE cciccwsocsascecseoiscneasscassnsadensmecssesseecesesseeeconsavoonseuserensusees 6 Internet Explorer Browser Settings ccccsccscsscsscesccsccsccsccsccsccsccsscscescesecs 6 Accessing Salem Trust Online cccccccccccccccsccsccsccscesccsccscesccsccsccscescescees 9 Choose VOU portal wit bwa so ariw ote pese viza sove deze kane ye sosis va
18. ctions File Download Trading My Reports Salem Trust Online User Manual page 16 System Navigation A report activity tab line is presented with every view Each tab represents a different grouping of reports or specific actions that you may take When accessing a specific report you can click on any word or phrase that is underlined and drill down to a more detailed level of information Refer to on line help to learn more about each area Your last login is displayed at Your User Options change the top of the screen start page password email etc are available here Last Login 08 23 2007 11 59 18 96 CDT ContactUs User Options Help About Logoff Uea Transactions Projections File Download Trading My Reports Account List Account Balances Investment Summary Asset Detal Tax Lot Detal The Reports and features are displayed across the top of your screen via a tab structure The tabs in the top line categorize information into major categories the tabs on the lower line represent information you can access within that major category Salem Trust Online User Manual Downloading and Printing The ability to print and download as well as view data as of a certain date and ona traded or settlement basis is available on each view If a report is too large for display on one page the data may be organized on multiple pages You can move between pages by clicking NEXT PREVIOUS or enteri
19. d you a temporary password for your next login Once logged in you are required to change your password This challenge is also used as part of the login procedure If you have not chosen a question previously you are prompted to do so the next time you login EES This is an example of the Change Challenge challenge phrases that you be displayed Your institution may What is you mother s maiden name choose to use entirely different questions Challenge Question Challenge Answer Confirm Answer Change Start or Landing Page You can select the Start or your landing page you prefer to display when you first log in The default start page is the Investment Summary Page The other option is the Account List This page may be more appropriate if you have access to numerous accounts Changes take effect the next time you log in Challenge Start Page Account Group Maintenance Change Start Page Start Page Investment Summary Investment Summan Salem Trust Online User Manual page 34 Account Group Maintenance Account Group Maintenance allows you to create groups of accounts for which you have access within Salem Trust Online The accounts do not have to be part of a Master Account in AddVantage Challenge Start Page Account Group Maintenance Account Group Maintenance New Account Group G12345 Test Group Edit Delete Page 1 of 1
20. dows XP Service Pack 2 SP2 please ensure that the following adjustments are made If on IE 7 or above do the following Salem Trust Online User Manual page 8 Popup Blocker Settings Add Salem Trust Online URL in the Trusted Site lf the Popup Blocker Settings option is not available select Turn On Popup Blocker first and then select Tools gt Popup Blocker Settings Change the Pop up Blocker settings to allow all content from the Salem Trust Online site to be sent to your browser To do this open Internet Explorer and on the Tools menu point to Pop up Blocker and then click Pop up Blocker Settings In the Address of Web site to allow box type the address the URL of the Salem Trust Online site and click OK While in Salem Trust Online click on Tools select Compatibility View Settings and add the website to the Compatibility View list Salem Trust Online User Manual page 9 Accessing Salem Trust Online Once you have set up your computer properly please visit Salem Trust Company s Website at www SalemTrust com From the Website s right menu bar please choose Salem Trust Online www salemtust com salem_tust_oniine html ted From IE Pare COMPANY The Power Source ontact us Salem Trust Online On June 1 2013 we will transition to anew service About Us for online access At that point you will have a choice of two portals to your account On June 1 a Company Profile new lin
21. eceipts from account transfers generated 1 Disbursements Buys Completed buys or block buy Trade orders in a completed status Miscellaneous asset buys Represents mutual fund trades Fixed dollar remittances Estimated federal tax payments Salem Trust Online User Manual page 28 Cash Projection Summary This report provides a projection window by which the Salem Trust can view incoming and outgoing cash transactions My Accounts Transactions Projections File Download Trading My Reports Cash Projection Summary Cash Projection Detail Download Email Print Preview Mumber of Days to project 7 Led Current Balances OO mometah Principal Cash Current Cash 10 128 61 1 373 249 80 1 363 121 19 FEDERATED CALIFORNIA MUNICIPAL CASH TRUST FUND 800 0 00 1 000 00 1 000 00 FEDERATED OBLIGATIONS PRIME CASH INSTITUTIONAL CAF 679 274 00 0 00 679 274 00 SHARES FUND 857 FEDERATED US TREASURY RESERYES FUND 125 0 00 15 000 00 15 000 00 SUNGARD BANE HERITAGE ACCT 110195642 FASHION TERRACE 20 000 00 0 00 30 000 00 1 015 SUNGARD BANK MONEY MARKET FUND 130 345 00 0 00 530 345 00 1 269 747 61 1 357 249 80 Total Cash and Liquid Assets DIVIDENDS RET OF CAP 145 58 0 00 145 56 PURCHASES 0 00 4 000 00 4 000 00 OTHER DISBURSEMENTS 400 00 0 00 400 00 Projected Cash and Liquid Assets 1 269 493 19 1 361 249 80 91 756 61 Disclaimer Message Drill Down for Projected Transaction Detail informa
22. ect private computer the next time you log in you should verify that the picture and text you selected are displayed before entering your password If you select public computer the next time you login you will be asked a verification question before you will be able to enter your password Weblink Copyright 1998 2012 SunGard Asset Management Systems All Rights Reserved This is a site Disclaimer1 You must set at least three Challenge Questions with valid responses Click on Add to set each question Set Challenge Question TRBEWL Minimum Answers Minimum Red Herring 3 Remaining 3 1 Remaining 1 o Red Herring questions are designed to fool fraudsters into answering false questions They will be mixed with your normal challenge questionS hen you see a Red Herring question the proper answer is to LEAVE IT BLANK Page 25 0 0of0 Challenge Question Challenge Answer No challenge questions have been added You can select your questions from a list of pre defined questions or you can add your own question s Click on Save once you have entered your answer Salem Trust Online User Manual page 13 Subsequent Logon Instructions Enter your User ID You are then presented with the welcome image you chose on your initial login Log On Enter your password Once the system validates your information you are logged in Log On UserName JH amp MILTON WelcomeText Andre _ NO ON ON
23. ge Go View All lt Previous 01 01 2007 Beginning Balance 24 932 02 3 705 56 BUY 01 24 2007 PURCHASED 100 SHS FORD MOTOR CO DEL COMMON 345370100 3 403 22 STOCK ON 01 17 2007 TOTAL FOR BUY 3 403 22 0 00 CASH RCYD 01 30 2007 RECEIVED FROM DONOR 5 000 00 01 30 2007 RECEIVED FROM DONOR 500 000 00 TOTAL FOR CASH RCYD 505 000 00 0 00 DISBURSEMENT 01 30 2007 DISTRIBUTION TO MARY CLIENT ANNUAL REQUEST TO 10 000 00 PURCHASE CAR TOTAL FOR DISBURSEMENT 10 000 00 0 00 P Posted Transaction Detail JOHN CLIENT COMBINED ACCOUNT Download gt Email gt Print Preview ACCOUNT 1040004528 Posting Date 01 24 2007 CUSIP 345370100 PURCHASED 100 SHS FORD MOTOR CO DEL COMMON STOCK ON 01 17 2007 AT 34 00 THRU DEAN WITTER COMMISSIONS PAID 3 22 Transaction 1 Description FORD MOTOR CO DEL COMMON STOCK Trade Date 01 17 2007 Principal Investment Change 3 403 22 Settlernent Date 01 24 2007 Income Investment Change Income Cash Principal Shares Par Change 100 Principal Cash 3 403 22 Income Shares Par Change Check Broker Code 15 DEAN WITTER Tax Code O NO TAX CONSEQUENCE Vault 0 Income Code Disbursement Code Funds Code Market Value Tax Cost Book Yalue 3 403 22 Gain Loss Posted Transaction Activity Summary Date Selection Posted Transaction Activity Download Email Quick Print Print Preview Time Penod Year to Date Month to Date Calendar Quarter to Date Year to Date One Year BLY P
24. ge 1 of lt Previous ae Next Jump to page Go 3 0335 306 34 page 23 view All 2 4607 293 28 a wee CHRIS SIS Saree a as SL Po LOo10000080 BYYER LESLIE 37 986 030 54 18 271 771 831 1O10000099 London Drew 916 647 57 oo4 147 57 1010000142 BIDEN ED ARD 397 508 45 779 126 29 1010000204 ACHZO 1010000222 ADM 1Oo10000240 ACh a4 10100004265 ACh 42 LO10000561 FEM TON WwYENDELL a a Fat pe 60 590 06 LO10000605 FEM TOM JAMICE 6 492 275 15 1 65 463 15 10 1D000U06 32 Crimmons 2 086 319 81 1 585 900 53 1010000650 Davidson TUA 3 014 645 95 2 330 B44 45 1010000669 ACMNGO 1010470081 RHOADES Dusty 263 449 34 106 362 85 MENS S SE TABOR J 15 030 00 10 019 00 1010700010 SMITH CASH ADM 154 672 55 150 562 55 1010700029 SMITH FISELC INC 202 599 49 Peale e 1010700038 SMITH SMALL CAP 417 263 25 A 243 235 1010700047 SMITH GRO TH 785 040 84 44 871 64 lt This view is only available if you have access to multiple accounts Investment Summary Pie Chart with Asset Breakdown Cash 66 385 47 66 385 47 66 385 47 Cash and Equivalents 214 745 00 214 745 00 214 745 00 Corporate Bonds 170 000 00 170 000 00 186 715 00 Equities 12 742 267 39 12 742 267 39 17 897 494 55 Mutual Funds 2 688 368 48 2 688 368 48 6 908 711 60 Other 300 000 00 300 000 00 315 000 00 Net Due To Due From Broker Year to Date Long Term Gain Loss Year to Date Short Term Gain Loss 4 638 85 Year to Date Qualified 5 Yr Gain 0 00
25. ibility View Display all websites in Compatibility View Salem Trust Online User Manual page 7 Internet Explorer Browser Settings Open your browser and select the following settings Tools gt Internet Options gt General Tab gt Temporary Internet Files Tools gt Internet Options gt Content gt Autocomplete Tools gt Internet Options gt Advanced Tab Tools gt Internet Options gt Advanced Tab Tools gt Internet Options gt Advanced Tab Tools gt Internet Options gt Security Tab File gt Page Setup Select Settings Place Check Mark Browsing Underline Links Security Printing Click on Trusted Sites Page Orientation Click Every visit to the page Check the Forms box Select the Hover radio button Check Empty internet temporary files folder when browser is closed check box Check Print background color and images Add the Salem Trust Online URL as a trusted site To do this click the Sites button In the Add this Web site to the zone box type the address the URL of the Salem Trust Online site and click the Add button You may need to temporarily de select the Require server verification https for all sites in this zone check box to enter the AddVantage URL Landscape Right amp Left margins should be set to 5 Top 8 Bottom margins should be set to 1 Clear Header and Footer information Tools gt Popup Blocker If you are using Win
26. k on this page will send you to a site with current information The existing portal below will Salem Trust Online still be available for information prior to June 1 Please download the pre June 1 data however Contact Us because It willbe accessible only until August 31 20113 Map and Directions Online account access through May 31 2013 Our Affiliates Please contact your client services manager if you Charitable Giving have any questions Thank you for your understanding as we upgrade the service we provide you Business Continuity Plan Management Team MunicipaliFire 8 Police Services Standard Custody Services Portfolio Management Publications 8 Forms Choose your portal Through August 31 2013 Salem Trust will maintain two portals The old portal will contain data ending on May 31 2013 You should download the old data because it and the old portal will only be available through August 31 The new portal will contain data after May 31 This version of the online user manual describes the features and functionality of the new portal For assistance with the old portal please contact your client services manager Salem Trust Online User Manual page 10 First Time Logon Instructions In order to conform to the Federal Financial Institutions Examination Council FFIEC Authentication Guidance Salem Trust Online requires you to step through a new multi factor authentication process This guide walks
27. n Login User ID Alias client01 Password esseseeo Remember my User ID Forgot Password PLEASE READ For your protection this site utilizes a dual authentication login procedure In addition to your credentials user ID and password the first time you login you will be required to select a picture select a text phrase or word and select answer three verification questions of your choosing These items become your login fingerprint and a combination of these items will be used on subsequent logins Your credentials will expire after a period of non use In order to maintain your credentials please log in regularly If you select private computer the next time you log in you should verify that the picture and text you selected are displayed before entering your password If you select public computer the next time you login you will be asked a verification question before you will be able to enter your password Weblink Copyright 1998 2012 SunGard Asset Management Systems All Rights Reserved This is a site Disclaimer1 Salem Trust Online User Manual page 11 If this is the first time you have logged into Salem Trust Online you must change your password Enter your old password then enter your new password in the New Password and Confirm New Password boxes Click on Change Password Passwords need to be 8 12 characters long alohanumeric characters only Old Password eecccece
28. nd phrase Once you have selected your new image you are prompted for a new Welcome Message You must enter your password to complete the change Password Challenge Change Welcome Unregister Start Page Change Welcome Image Abstract xe Select Category akay ee je ni m Select this Image Select this Image Select this Image Select this Image Select this Image Select this Image Select this Image Select this Image Select this Image F Select this Image Select this Image Select this Image Select new image ether by clicking the Select this image ink underneath the image or by olicking on the actual mage The picture you select will be something you should look for each time you log into Weblink You should see the picture you select before you enter your password thereby providing you confidence you are at the legitimate Webink site This simple confidence component functionality wil help thwart anyone attempting to fool you into giving your password to a fake Weblink site You wil only see this picture when you are at the legitimate Weblink site Salem Trust Online User Manual page 36 Web Statements To view your Web Statements you must have Adobe Acrobat Reader installed on your computer Once you have logged on click on My Reports The Web Statements that have been generated for your account s are displayed by date range This is the view for your Web Statements Click on the statement you wish to view The system open
29. ng a specific page number To see all pages of information on one continuous screen click on the VIEW ALL button You will then need to use the scroll button to view all of the information page 17 Downloading While Viewing a Report Download gt Email gt Quick Print gt Print Preview Settled O Traded Jump to page Go View Al To download the information for the current view click on the DOWNLOAD button File Download Select File Type Click the file type and click NEXT C Excel C Comma Delimited C Semi Colon Delimited C Tab Delimited C Fixed Length Depending on the information you are downloading additional selection options File Download You have selected the following download options To perform the download with these options click the Finish button To change one or more options click the Previous button Download Options Report Tax Lot Detail File Type Excel Account to Download M10033 CLIENT COMBINED may be available When you have made all your selections click FINISH to download the information to your PC See additional information on downloading later in the document Salem Trust Online User Manual page 18 Printing Download gt Email Quick Print gt Print Preview saj Setted O Traded Jump to page Go View All As of Date 01 30 2007 Next gt lt Previous ay 1 of To print the view click on the PRINT PREVIEW
30. ns se bibs ate A vid vide add 9 First Time Logon InstructiOns ccscccccsccsccsccsccsccsccsccsccsccsccsccsccsccsccsccess 10 Subsequent LOGON Instructions eeeeeeeeeeeeoeeoeeoeeoeeoeeueeooeooenooooeooeooeoooooeooooooone 13 SALEM TRUST ONLINE FEATURES vo sisese sssesssssssoeves eskosyasasssonssestsescossssosnonen 14 Available features include csccscsccsccscsccsccsccsccccsccscsscsscsccscsscsscsccscesces 14 ON LINE HELP kwi at v se sete EE AE E ke veitison kote vr be kl si RASE vini or ke aa ke 15 CONTACT LI 14 cir a 0dik na ke kk kal E ki a e tk A e L a ERE a n e K kn e e a Re RO ka edike oak ke 15 DOWNLOADING AND PRINTING ccccscsccscsccscsccscsccscccsscscsscscsscsccscscsscscses 17 Downloading While Viewing a REPoOrt cccceccsccsccsccscccccssccscsscsscesccscees 17 P DUNO aera so ER kote me et di aji ta jal EEEE E E AA E E 18 E mailing Viewed InfOrmation scscsccscsscsccsccsccccsccsccscsccsccscsscsccsccscsecs 19 Salem Trust Online User Manual page 3 REPOR FS waaay cas veces ie ctu raed a kk a e a case a eki 20 Salem Trust Online REPON IS w s as4oea sasee yok saseeas s son pal seini au es taa ae AST RAN os 20 TRUST REPORT VIEWS eneses douat b l fal a aa ia wl a ra ka af aa ak 21 ASSEL Detar 5 w iii k kd kk ki kk l ka k E an a e be bi 22 Tax Lot Single Investment wiki koiw ae kask s na ou ATA s sosyo cavers EEEn kas saaa TA CS SQN SAN NEYE 22 Account LISE des
31. or QUICK PRINT button Click the close button to exit Account Number 10033 CLIENT COMBINED JOHN CLIENT COMBINED ACCOUNT Tax Lot Detail As df Date 01 30 2007 Settled ABN AMRO BK N Y CHICAGO BRCH 1040000782 1 100 000 000000 0 85 85 000 00 85 000 00 01 01 1999 SUB NT 25 05 31 2005 CUSIP 00077QAAS Unit Price 0 000 COMBINED LOT 100 000 000000 85 000 00 85 000 00 TOTAL ABN AMRO BK N Y CHICAGO BRCH 1040000782 1 100 000 000000 0 85 85 000 00 a ua ra ban O 16 715 00 01 01 1999 SUB NT 7 04 01 2008 CUSIP QO077QA4B6 Unit Price A print formatted version of the view is presented Click the PRINT button to print the report to your local printer Salem Trust Online User Manual page 19 E mailing Viewed Information Please note that Internet based Email is not a secure method of communication You should never Email sensitive or personal information so please be careful when you use this feature Download gt Email Quick Print gt Print Preview Settled O Traded Previous 4 Jump to page Go View Al To send information via email click EMAIL button From marlene carson sungard com To CE Subject Message Enter the email address to send this information to the subject and any desired text Click OK to send click CANCEL to return to the view Salem Trust Online User Manual page 20 Reports SalemTrust Online Reports
32. s t d s s adiad and al k a ka apele CARTAS 23 Investment Summary Pie Chart with Asset Breakdown ssssssssessees 23 ACCOUNE Balan Ce kes souw daou oul dloif aaa b klewon vie dje olo b t v boua a aie its ok vole bd 24 Tax LOU DON 4 koze d ATA dada biya l kin at a Dl Da ko a D ed a a da Da e ak sal 24 TANS ACH OT ACHIVILY 344450 si k e bl ii a kt ik al a e kk e wes e a a at e a at 24 Posted Transaction Activity Summary and Detail ceccscsscssccsccsccees 25 Posted Transaction Activity Summary Date Selection csscsssssesceees 25 Pending Transaction Activity ccscccccccsscccccsccsccsccsccsccscescesccscescesccscescees 26 Pending Transaction Detail csccscsccsscssccscsscssccsccsccsccscssccsccsccscesccsceees 27 Cash Proj chHon Reprisen E closes A A R 27 Cash Projection SUMIMANTY sik sesstesesesives sezssdosssesteve gessssessssessoe fevetessse ei IeIETE 28 Cash Projecton Detail wos soi e ides ARIAL ATA IA ADA DA ATADA EDAD ADN AVIA ea i is 29 REPORT OPTION Si side we kib t IRIA CI ANEL EI veers t A ob rt l ata fr bj 30 DOWNLOAD CAPABILITIES wicked acne aw kk be 31 USER OP TIONS ti aje dsi pa r t kep aa ITA e aa aa kep a rt e AA l p ata 32 Automatic Password ExpiratiON eeeeeeeeeeoeeoeeooeeoeeooeeoeeeoeeueeooeeueeooeeoeeooeoocen 32 Change Password Dialogue BOX cccccscsscsscsscsscssccsccsccscssccscesccscesccscees 32 Change EMAN ei bas di aret ae
33. s an Adobe window to display the statement My Accounts Transactions Projections File Download Trading My Reports Statements Special Reports 1010000026 SANTOS JUAN v SUNGARD BANK and TRUST TTEE FBO JUAN SANTOS ann DATED UNDER AGREEMENT 01 01 1997 4TH LINE OF LONG NAME Available Statements List alee ao Download gt Email ous Page TON I Next Jump to page ME View Al Generated Statements a Naber pectipnon ta ee ee 1010000026 1199975 Monthly Dynamic Statement Industry 1 10 01 2006 10 31 2006 range Click on the SANTOS JUAN Sungard AMS desired date and your 1010000026 1199975 Monthly Dynamic Statement Industry 1 11 01 2006 11 30 2006 E SANTOS JUAN Sungard AMS statement is displayed There is an option for you to receive an email when your Web Statement is available If you would like to receive this email notification you need to contact your account administrator Account Sistenent Suneard Bank And Trust North Er Detoher H 2024 To Dziabar 1 26 1 Memanal Drive Arrant Nama SANTIS ILUAN Cambridge kin 02142 Account Sumber IHE himins Chem Paga Marant Se Assei klan eee il oy shes VL LR FIG 1254 Great Onks Wan Ralston blanagerdternaiLcorn Alp nretin Ca IZZI le ete oer Harbars Spak BTR barbara For Your lnformation Pie Fal A Cheon To Tar Accom Liaram Diversification Summary Tar Coast Marka Valuc Porcini o CASH A LASA TAESTE EFI DHE 19 EFI DUE 35 10 mi E EQUEIT
34. settled Traded data to ex po rt Select Data to Export Select Data Elernents the associated C Account BalaMees C Holdings data elements c posted transactions O Tax Lot Detail and the Pending Transactions Cash Projections desired date SS Select Date Options range where Comma Delimited applicable Semicolon Delimited Select Date Tab Delimited 01 30 2007 m Fixed Length Select Accounts to be Downloaded Available Accounts Accounts to Download 1010000026 SANTOS JUAN a 1030000033 JonesgRobert O 1010000080 BYER ILESLIE vi Choose the accounts to include by clicking the desired account in the Available Account box and then clicking the ADD button will move it into the Accounts to Download box The Account Balances report is now available Click here to open or save your report or click OK to return to File Download Download the report to your PC Salem Trust Online User Manual page 32 User Options The User Options menu allows you to change your log on password email address and forgot password challenge question In each option enter and confirm your information as required and then save your changes You may be asked to change your password on a recurring basis To perform this function go to User Options and click the Password tab Type in your old password your new password and then verify your new password by typing it again in the Confirm Pa
35. sset Detail Tax Lot Detail Login gt Investmen Summary 1010999993 WEPLETON JOHN SUNGARD BANK and TRUST TTEE FBO JOHN APPLETON Investment Siuhnary Download gt Email gt PNgt Preview Settled or Traded ee BM settled traded Position is available Cash 1 67 1 67 1 67 0 000 Cash and Equivalents 12 218 148 50 12 218 148 50 12 217 122 00 91 724 Corporate Bonds 24 890 00 24 890 00 25 934 00 0 195 Equities 984 037 88 984 037 88 932 664 65 7 002 Mutual Funds 24 510 18 24 510 18 24 241 35 0 182 Other a 119 450 34 119 450 34 119 450 34 0 897 Ei Cash ash and Equivalents Net Due To Due From Broker 4 500 00 Year to Date Long Term GainjLoss Year to Date Short Term GainjLoss Year to Date Qualified 5 Yr Gain Click on the MM corporate Bonds word or J Equities phrase to J mutual Funds drill down to Mi othe a more detailed view of the Investment Objective Balanced Investment Authority SOLE Other views are available by simply clicking on the desired report name tab or highlighted word or phase Salem Trust Online User Manual page 22 Asset Detail Page 1 of lt Previous 2 Next gt Jump to page Go View All CUSIP gt Ticker Symbol gt Drill Down for Hyperlink to Tax Lot Single CASH i Investment Investment Information Information Web Cash and Equivalents 60934N708 FEDERATED OBLIGATIONS PRIME 114 745 000000 414 745 00 114 745 00 OBLIGATIONS FUND 396
36. ssword box Automatic Password Expiration Your password will automatically expire after 90 days at which time you will be prompted to create a new one Change Password Dialogue Box Challenge Start Page Account Group Maintenance Change Password Old Password New Password Confirm Password ca OS So e mi e Ne ake a Sill a Sa Sea Say Spee n A a a a a M A a gO ph NEN Chan g Ld Q y Our Dp asswordg J y Ou mus t er te r De tweer if and 3 2 Cherec te rs Submit h RM ensrsrar ha naccuAaArd Pie e mano NA n cartn Passwords need to be 8 12 characters long alphanumeric characters only If you do not adhere to the standards when changing your password the screen displays a warning message with the appropriate response Change Email Your e mail address stored in Salem Trust Online is used for notifying you of any invalid logins to your account and for the Forgot Password feature A temporary password can be sent to your email address in case your have forgotten your password CE mai fo Chatenos L eere L Accourt Group Maintemance Change Email Address Email Address Confirm Email Address Salem Trust Online User Manual page 33 Change Challenge You can enter a response to the Challenge Question that is displayed when you forget your password Remember this response since it is required to answer the Forgot Password question Once answered correctly we will sen
37. tion minadi F a TUA DTE 4 01 1971 4TH LINE OF LN DISPL Cash Projection Group Detail E a et Download Email Print Preview Number of Days to project 7 Go lt Previous Page 1 ofi Next gt Jump to page ME View All DI IDENDS RET OF CAP Transaction Description Income Cash Principal Cash 10 31 2006 DIVIDEND ON 1 219 512 5H5 58 34 58 34 PHOENIX INTERMEDIATE TOTAL 10 31 2006 DIVIDEND ON 5 272 1 SHS 15 55 15 55 FEDERATED OBLIGATIONS 10 31 2006 DIVIDEND ON 1 319 797 SHS 71 43 71 49 VANGUARD TOTAL BOND MARKET INDEX Projected DIVIDENDS RET OF CAP Total 145 58 10 31 2006 Disrlaimer Messane Salem Trust Online User Manual page 29 Cash Projection Detail Download gt Email gt Print Preview Number of Days to Project 7 Go lt Previol 15 Page 1 of 1 Next gt Jump to page ME View All 10 25 2006 Current Cash and Liquid Asset Balance 1 269 747 61 1 357 249 80 87 502 19 10 25 2006 OTHER DISBURSEMENTS PAYMENT TOJFOR BENEFICIARY UNION 400 00 0 00 400 00 BANK CHECKING ACCT Total Projected for 10 25 2006 400 00 0 00 400 00 10 31 2006 DIVIDENDS RET OF CAP DIVIDEND ON 1 219 512 SHS 58 54 58 54 PHOENIX INTERMEDIATE TOTAL 10 31 2006 DIVIDENDS RET OF CAP DIVIDEND ON 5 272 1 SHS 15 55 15 55 FEDERATED OBLIGATIONS 10 31 2006 DIVIDENDS RET OF CAP DIVIDEND ON 1 319 797 SHS 71 49 71 49 VANGUARD TOTAL BOND MARKET INDEX 10 31 2006 PURCHASES BUY 10 19 2006 1 000 SHS 0 00 4 000 00 4 000 00
38. you through this process When you log onto the Salem Trust Online site the Login screen appears We have has assigned a User ID and a Password to you The User ID and Password are required for you to access your portfolio The following information is provided to assist you with the login procedures User ID Alias client01 Forgot Password PLEASE READ For your protection this site utilizes a dual authentication login procedure In addition to your credentials user ID and password the first time you login you will be required to select a picture select a text phrase or word and select answer three verification questions of your choosing These items become your login fingerprint and a combination of these items will be used on subsequent logins Your credentials will expire after a period of non use In order to maintain your credentials please log in regularly If you select private computer the next time you log in you should verify that the picture and text you selected are displayed before entering your password If you select public computer the next time you login you will be asked a verification question before you will be able to enter your password Weblink Copyright 1998 2012 SunGard Asset Management Systems All Rights Reserved This is a site Disclaimer1 Enter your User ID and click on Proceed Enter your current Password You can denote whether you want the site to remember your User ID Click o
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