FILE TRANSFER PROTOCOL (FTP) for PLATINUM ASSET DISCOVERY

TABLE OF CONTENTS Slide 3 Summary of FTP Requirements Slide 4 FTP Login Screen Slide 5 Enter Your Account Folder Slide 6 Choose Search or Results Folder Slides Steps to Upload a Search File Slide 10 Notification to Seize Assets Slide How to Retrieve Results

Process for a Platinum Asset Discovery Bank, Brokerage or POE Search The following is an illustration of the File Transfer Protocol (FTP) process. Should you have any questions regarding this process please contact our office at ext. 901 and we will be happy to review it with you. A Platinum Asset Discovery Search is a manual process and cannot be uploaded through the Seize Assets website. You will need the following in order submit a search: An account on the Seize Assets secure FTP site.. The required Platinum Asset Discovery Excel Spreadsheet that has been provided to you by Seize Assets and is to be used as formatted. Seize Assets will place two folders in your FTP account: 1. SEARCH FOLDER for uploading search files 2. RESULTS FOLDER for retrieving result files When you are uploading files to be searched, you will open your SEARCH FOLDER, click the upload button and follow the instructions, pulling the file from where it is stored on your computer into your FTP SEARCH FOLDER. It is VERY IMPORTANT to click on the button above the Upload Files button that says: “Send notifications when this upload finishes” This will notify us that you placed a file in your SEARCH FOLDER. You may also send an to to let us know that a file is available to be searched. You will be notified by that your results are available and to go to your FTP account to retrieve the results from your RESULTS FOLDER. Please use the following slides as a guide to using your FTP account. Thank you for choosing Seize Assets Platinum Asset Discovery.

TO RETRIEVE RESULTS Follow the steps in slides 3 thru 5 and then do the following to retrieve the results for your searches