Online Account Access

We understand that in this fast-paced world, you need to have access to your investment accounts whenever it’s most convenient for you. Access Online lets you do just that, with new features and functionality to serve you better.

Up-to-date, detailed information about your accounts, the latest news and research reports, commentaries on current market and economic events, calculators, and much more are available
for viewing 24 hours a day, 7 days a week. You’ll also have the comfort of working with your Financial Advisor to help you reach your financial goals.

If you like to stay on top of your portfolio, our website provides you with great tools to monitor your investments. To view an online demonstration, please contact your Financial Advisor.

REAL-TIME ACCOUNT INFORMATION AND CONVENIENT SERVICES.
• View real-time account information for your individual accounts, or for your entire household.
• Download your account information to Quicken®, Microsoft® Money, or Microsoft® Excel.
• Review any combination of your accounts with our Portfolio Report. It provides real-time balances, an asset allocation pie chart, and details of all your holdings compared to their
market value the previous day—all on one consolidated report.
• Use the Performance section to monitor changes in your portfolio, including unrealized gains/losses.

INFORMATION AT YOUR FINGERTIPS.
• Obtain real-time quotes, news, charts, company profiles, ratings, research reports, and industry comparisons to help you select
securities for your portfolio.
• Set up Market Alerts to be sent to any device with an email address (PC, mobile phone, pager or PDA). You can receive alerts for individual securities, entire portfolios or specific industries.
• Launch Portfolio Tracker to get twenty minute delayed streaming quotes, news and charts on your desktop. Receive updates throughout the day on market indices, securities and breaking
news on your portfolio, even after logging off Access Online.
• Create up to four Watch Lists of 100 symbols each.
• With access to over 10,000 securities and 500 fund families, our Equity and Mutual Fund Screeners let you find the securities
and funds that match your criteria.

EXPAND YOUR KNOWLEDGE.
• Stay up-to-date with information and articles available in our Market Highlights, News, Key Indicators, Commentary and
Calendars sections.

• Our Market Snapshot lets you see how the market is doing at a glance.
• News and Commentary from research sources including Wachovia Securities and Standard & Poor’s.