LPL Financial Member FINRA/SIPC 1 Member FINRA/SIPC Account View

LPL Financial Member FINRA/SIPC 2 Agenda  Platform Features  One-Time Verification Process  General Site Overview  How to Go Paperless  Managing Accounts  Password Reset  Q & A

LPL Financial Member FINRA/SIPC 3 Platform Features  Secure, 24-hour access  Capcha and site key authentication  “Go Green”  Statements, trade confirmations & soon prospectus receipts  Mobile Access  iPhone, iPad, or Android device  Customizable Graphics  Asset allocation and value over time  Streamlined Navigation  Tabular and detailed views  Secure Messaging  Trade encrypted messages  Multi Browser Compatible  Safari, FireFox, Internet Explorer

LPL Financial Member FINRA/SIPC 4 One-Time Verification Process

LPL Financial Member FINRA/SIPC 5 One-Time Verification Process

LPL Financial Member FINRA/SIPC 6 One-Time Verification Process

LPL Financial Member FINRA/SIPC 7 One-Time Verification Process Update Profile Security Information Manage Accounts

LPL Financial Member FINRA/SIPC 8 One-Time Verification Process

LPL Financial Member FINRA/SIPC 9 One-Time Verification Process

LPL Financial Member FINRA/SIPC 10 One-Time Verification Process

LPL Financial Member FINRA/SIPC 11 One-Time Verification Process

LPL Financial Member FINRA/SIPC 12 General Site Overview

LPL Financial Member FINRA/SIPC 13 General Site Overview

LPL Financial Member FINRA/SIPC 14 General Site Overview

LPL Financial Member FINRA/SIPC 15 General Site Overview

LPL Financial Member FINRA/SIPC 16 General Site Overview

LPL Financial Member FINRA/SIPC 17 General Site Overview

LPL Financial Member FINRA/SIPC 18 General Site Overview

LPL Financial Member FINRA/SIPC 19 How to Go Paperless

LPL Financial Member FINRA/SIPC 20 How to Go Paperless

LPL Financial Member FINRA/SIPC 21 Managing Your Accounts

LPL Financial Member FINRA/SIPC 22 Managing Your Accounts

LPL Financial Member FINRA/SIPC 23 Managing Your Accounts

LPL Financial Member FINRA/SIPC 24 Managing Your Accounts

LPL Financial Member FINRA/SIPC 25 Password Reset

LPL Financial Member FINRA/SIPC 26 Change Password

LPL Financial Member FINRA/SIPC 27 Change Password

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