1. LPL Financial Member FINRA/SIPC 1 Member FINRA/SIPC Account View 1-201230

2. 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

3. 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

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

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

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

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

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

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

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

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

12. LPL Financial Member FINRA/SIPC 12 General Site Overview

13. LPL Financial Member FINRA/SIPC 13 General Site Overview

14. LPL Financial Member FINRA/SIPC 14 General Site Overview

15. LPL Financial Member FINRA/SIPC 15 General Site Overview

16. LPL Financial Member FINRA/SIPC 16 General Site Overview

17. LPL Financial Member FINRA/SIPC 17 General Site Overview

18. LPL Financial Member FINRA/SIPC 18 General Site Overview

19. LPL Financial Member FINRA/SIPC 19 How to Go Paperless

20. LPL Financial Member FINRA/SIPC 20 How to Go Paperless

21. LPL Financial Member FINRA/SIPC 21 Managing Your Accounts

22. LPL Financial Member FINRA/SIPC 22 Managing Your Accounts

23. LPL Financial Member FINRA/SIPC 23 Managing Your Accounts

24. LPL Financial Member FINRA/SIPC 24 Managing Your Accounts

25. LPL Financial Member FINRA/SIPC 25 Password Reset

26. LPL Financial Member FINRA/SIPC 26 Change Password

27. LPL Financial Member FINRA/SIPC 27 Change Password

28. 28 Presentation title Thank you