User guide for GreatBanc Trust Online
Contents
1. 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 Id number must be unique to the user id GreatBanc 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 64 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 and 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 Page2. Download As of Date 01 29 2007 E Settled Traded GreatBanc Trust Online User Manual Print Preview page 24 JOHN CLIENT CON Income Cash Principal Cash Liabilities 6 805 56 Saa SINE FEDERATED OBLIGATIONS PRIME OBLIGATIONS FUND 396 FEDERATED OBLIGATIONS UW S GOVERNMENT 1 3 YEAR INSTITUTIONAL FUND SUNGARD BANK MONEY MARKET FUND Tax Lot Detail lt Previous Page lof H 1 Next gt 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 1040004528 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 In
3. x in the upper right hand corner to return to the portfolio views i Inline 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 Order Changing Your Password Select Sort Order Changing Your Password Challenge Select Time Period Viewing Options Finding an Account Exiting Click on any of the topics to go directly to printing Reports ent REE erred Index BACK button on the top of your screen Please review this information thoroughly prior to using GreatBanc 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 E Last Login 08 27 2007 14 31 47 03CDT ContactUs gt User Options gt Help gt About gt Logoff My Accounts Transactions File Download Trading My Reports GreatBanc 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
4. Change Welcome Image Abstract Select Category Fubulihiiceo EH j r 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 clicking an the actual mage The picture you select wil be something you should look for each time you log into Weblint 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 2 fake Weblink site You wil only see this picture when you are at the legitimate Weblink site GreatBanc 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 opens an Adobe window to display the statement My Accounts Transactions Projections File Download Trading My Reports Statements Special Reports 1010000026 SANTOS JUAN v SUNGARD BA
5. GreatBanc Trust Online User Manual 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 Diagnose Connection Problems Reopen Last Browsing Session Pop up Blocker j Manage Add ons Work Offline Compatibility View Settings Toolbars Explorer Bars gt Developer Tools Suggested Sites OneNote Linked Notes Lync add on Send to OneNote Internet Options Be sure that all options are unchecked then click on Close Compatibility View Settings rs You can add and remove websites to be displayed Compatibdity View Add this website sungard com Websites you ve added to Compatihdity Vievr induce updated website ists from Microsoft Display intranet sites in Compatibility View Display all websites in Compatibility View page 6 GreatBanc 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 Unde
6. GreatBanc 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 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 s
7. 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 129 227 16 Mutual Pures 001413301 EINE ADM WEDINGAR TEM 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 4 595 279 37 4 145 319 48 TOTAL FOR ALL ASSETS Z gt 190644 _ 72 49 2306 AAAA GreatBanc 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 data to export the associated data elements and the desired date range where applicable Exporting Data Settled Traded Select Data to Export C Account Balafices C Holdings C Posted Transactions Tax Lot Detail Pending Transactions Cash Projections Select Data Elements Se
8. 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 t oa E Ades E Tax Lot Single Investment Email Download As of Date J01 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 GreatBanc Trust Online User Manual Account List Page 1 of lt Previous 7 Next Jump to page Go 3 055 306 37 page 23 view Al 2 4607 295 25 a wee CHRIS SIS Saree a 231581 SL 6 1010000030 BYER LESLIE 37 986 030 54 18 271 771 831 1010000094 London Drew 916 647 57 oo4 147 57 1010000142 BIDEN EU fR DU 997 803 43 779 126 29 1010000204 ACMZ20O 1010000222 ADM 1010000240 ACNMNZ24 10100004265 ACh 42 1
9. 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 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 BB corporate Bonds word or J Equities phrase to RH mutual Funds drill down to E Other 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 GreatBanc 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 Investment Investment Information Information Web Cash and Equivalents 60934N708 FEDERATED OBLIGATIONS PRIME 114 745 000000 414 745 00 114 745 00 OBLIGATIONS FUND 396 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
10. 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 NO BROKER OR BROKER UNIE NO WT 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 Prist 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 J 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 Receipts from account transfers generated J 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 GreatBanc Trust Online User Manual page 28 Cash Projection Summary This report pr
11. 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 NV Transactions gt Projections File Download gt Trading gt My Reports Account List Account Balances Investment Summary Asset Detail 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 GreatBanc 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 entering 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 As of Date lo 1 30 2007 as Settled Traded Jump to page co View All To download the information for the current view click on the DOWNLOAD button
12. are prompted to do so the next time you login EES This is an example of the Change Challenge challenge phrases that ial 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 Summar GreatBanc 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 GreatBanc 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 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
13. 007 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 Pened Year to Date Month to Date Calendar Quarter to Date Year to Date One Year __ BLY PURCHASED 100 SHS FORD MOTOR CO DEL COMMON STOCK ON 01 17 2007 TOTAL FOR BLY ump to page Ge View Al 345370100 w Fie JOHN CLIENT EQUITY ACCOUNT GreatBanc 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
14. 010000561 FEM TOR VWEMNDELL a a Fat pe 60 590 06 1010000605 FEM TOM JAMICE 6 492 275 15 1 765 463 15 1010000632 Crimmons 2 083 319 31 1 595 900 53 1010000650 Davidson TUA 3 014 645 95 2 330 844 45 1010000664 ACMNGO 1010470081 RHOADES Dusty 263 449 34 106 362 85 LS aa TABOR J 15 030 00 10 019 00 1010700010 SMITH CASH ADM 154 672 55 150 562 55 1010700024 SMITH FISXED IMNC 202 599 49 Peale e 1010700038 SMITH SMALL CAP 417 263 25 6 243 25 1010700047 SMITH GROWTH 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 HH cash cash and Equivalents Investment Objective Balanced ta Corporate Bonds Investment Authority NONE C is Equities HH Mutual Funds H Other 1010999975 CLIENT CASH 1010999984 CLIENT MUT FDS 1040000782 CLIENT FIXED 1n4nnn4s19 CI TENT RESFRVE Account Balance The report displays account liquidity including cash and cash equivalents Account Balances Email
15. 2 70 O De Toral Aner 1 486 776 0 1 EEJ EFI E 1720 Ps Accord eae Plus bocon Sectortikese 1 084 33 rt Ee Coralh Amd quleu hernia 2 325 784 2 529 K hhor 413 73 FI TI Taal ced Gee S IID LI 4 100 11 Tonal Asset 3 Accra 1 490 886 14 2 GEA iz C GreatBanc 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
16. 3 Cash Projection Summary 4 Cash Projection Detail 5 My Reports GreatBanc 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 Help gt About gt Logoff My Accounts Transactions Projections File Download Trading My Reports Account List Account Balances Investment Summary Asset Detail Tax Lot Detail Login gt Investmen Summary 1010999993 WEPLETON JOHN gt r SUNGARD BANK and TRUST TTEE FBO JOHN APPLETON Investment Sunxnary Download gt Email gt PNgt Preview Settled or Traded e E setted O 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
17. 4040 0096000 02 leet sesavsendsedosedsernesaee sete a 37 GreatBanc 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 GreatBanc 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 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 Safari 5 1 2 Wing Opera11 6 o ooo Wn Freiox901 Mac OS XLeopard E Safarisi Mac OS xLeopard Operae _ _ amp Mac OSX Leopard internet Explorer 8 0 6007 18702 WindowsXP Chrome 22 0 1229 79 Windows Xe Frefox3 0 10__ Wro
18. ABN AMRO BK N Y CHICAGO BRCH 1040000782 1 100 000 000000 0 85 85 000 00 a Un fildrga l n m 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 GreatBanc 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 Print Preview fal Setted Traded Jump to page Go View All To send information via email click EMAIL button From marlene carson sungard com To Ec As of Date 01 30 2007 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 GreatBanc Trust Online User Manual page 20 Reports GreatBanc Trust Online Reports 1 My Accounts a Account List b Account Balance General including Cash Management Balances c Investment Summary with Pie Chart i Investment Detail ii Tax Lot for a Single Investment d Asset Detail i 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
19. File Download Select File Type Click the file type C Excel and click NEXT C Comma Delimited Semi Colon Delimited 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 M 10033 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 GreatBanc Trust Online User Manual page 18 Printing Download gt Email Quick Print Print Preview fal Setted O Traded Jump to page ce View All As of Date 01 30 2007 Next gt lt Previous ay 1 of To print the view click on the PRINT PREVIEW 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
20. GREATBANC LRU set C amp WM PA NOY GreatBanc Trust Online User Guide For assistance please contact your client service team 888 647 4282 v 2 0 Last update December 3 2013 CHICAGO NEW YORK CORPORATE HEADQUARTERS e 801 WARRENVILLE RD SUITE 500 e LISLE IL 60532 e TEL 888 647 4282 e FAX 630 810 4501 www greatbanctrust com GREATBANC TRUST COMPANY IS A SUBSIDIARY OF U S FIDUCIARY SERVICES INC ANEMPLOYEE OWNED COMPANY GreatBanc Trust Online User Manual page 1 Welcome to GreatBanc Trust Online In our dedication to be the premier financial services provider for the markets we serve GreatBanc Trust Online invests in technology that equips you with industry leading tools This new version of GreatBanc 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 GreatBanc 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 GreatBanc Trust s robust Web portal requires account activation If you have any questions please contact your regular GreatBanc Trust client services office at 888 647 4282 GreatBanc Trust professionals are available Monday through Friday betw
21. ND ON 1 219 512 SHS 58 54 58 54 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 49 71 49 VANGUARD TOTAL BOND MARKET INDEX Projected DIYIDENDS RET OF CAP Total 145 58 10 31 2006 Disclaimer Messane GreatBanc Trust Online User Manual page 29 Cash Projection Detail Download Email gt Print Preview Number of Days to Project 7 Go lt Previol 15 Page 1 of 1 Next gt Jump to page Go 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 TO FOR 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 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 GreatBanc 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
22. NK and TRUST TTEE FBO JUAN SANTOS 1 j DATED UNDER AGREEMENT 01 01 1997 4TH LINE OF LONG NAME Available Statements List alee as dicen Download gt Email ous Page TOf I Next Jump to page Go View All Generated Statements a AA A 272 CA 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 ae 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 Sungard Bank And Trust North Er Detoher H 2814 To Ortaber 31 DHE 1 Memaonal Drive Aroa Nama SANTIS JUAN Cambridez Min 02142 Account Sumber IHE himins Chem Paga Marant sungmi Ai Pela eee il oy shes A LR FR 1234 Grease Onks War Ralston blanagerdternaiLcorn Alp nretin Ca 34221 noe ete oer Harbars Spak BTR barbara For Your lnformation Mano Bolo ANI Cheon To Tar Accom dd mancar Diversifocation Summary Tat Cesc Markit Valuc Porcini o CASH Ea TAESTE EFI DHE FF EFI DUE 35 10 mi E EQUEITIES 143 TIA F 197 443 13 7 D H FIXE L 7 211 59 40 143 20 l Ts E MUTAL PUNDE 201 G11 J I 36 283 17 Ji ie o HEAL ESTATE MISEKS 1d i C 190 200 00 3 y SSDT 1d GEL CI
23. 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 GreatBanc Trust Online site and click OK While in GreatBanc Trust Online click on Tools select Compatibility View Settings and add the website to the Compatibility View list GreatBanc Trust Online User Manual page 9 Accessing GreatBanc Trust Online Once you have set up your computer properly please visit GreatBanc Trust Company s Website at www GreatBancTrust com From the Website s right menu bar please choose GreatBanc Trust Online TRUST GOMPANY The Power Source GreatBanc Trust Online On June 1 2013 we will transition to a new service About Us for online access At that point you will have a choice of two portals to your account On June 1 a Contact Us new link on this page will send you to a site with current information The existing portal below will GreatBanc Trust Online still be available for information prior to June 1 Please download the pre June 1 data however Our Affiliates because it will be accessible only until August 31 2013 Charitable Giving Online account access through May 31 2013 Business Continuity Plan Please contact your client services manager if you ESOP Services have any questions Thank you for your understanding as we upgrade the service we ESOP Participant Education provide you ESOP Sponsor Information r Jina ig e
24. 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 Kange Date Range From 8 23 2006 4 2 Bal _ a nom pa Mo August fal Sun Mon Tue Wed Thu Fri Sat lt Previous 30 31 rages 3 4 5 Posungoatebmira 6 7 8 9 1011 12 01 01 2007 EA msi 16 17 18 19 20 21 22 23 24 25 26 01 24 2007 27 eee 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 cd View All BUY 10 19 2006 1 000 SHS 4 000 00 903377101 10 19 2006 10 31 2006 1 000 000000 USX U 5 STEEL GROUP COMMON Due To Broker 4 000 00 Due From Broker Due To From Broker 4 000 00 GreatBanc Trust Online User Manual page 27 Pending Transaction Detail Email Print Preview BUY 10 19 2006 1 000 SHS Transaction Code SMAC BUY CUSIP 903371101 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 31 2006 Income Investment
25. come 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 4 5397 979 37 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 TexGost 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 GreatBanc 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 gt Next gt Jump to page 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 RC YD 505 000 00 0 00 DISBURSEMENT 01 30 2
26. een 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 GreatBanc Trust Online User Manual page 2 Table of Contents WELCOME TO GREATBANC TRUST ONLINE csccccscsccsccccsccccscscsscsccsccscscees 1 Two systems through August 31 2013 Error Bookmark not defined Updates 10 SVS EIN eens E E 1 TABLE OF CONTENTS eoresc ocovececs lt ouecacesenewecosctascvevewece E E O E 2 GETTING SIAR TED ca ccccrecetescacsssescuvceseccnwaccesnvesesecensscdescseaeiesesenedecckeacsasevesesvoaneees 5 ODUM al WIC WIIG E A e R A R R Aen 5 Supported Web broWwWSerS occccccccccccoooooooocccccccccoooooooeooocccoooooooo0e0eeeees 5 Using Internet EX DIOL EE cciccrsoccescocseotscneocscsssnsadenemeccsesseecesesseeeconsaeonsessesensusese 6 Internet Explorer Browser Settings csccsccscsscssccsccsccsccsccsccsccsscsccsccscesces 6 Accessing GreatBanc Trust Online ccsccscsscsscssccsccsccsccsccsccsccsccsccsccscees 9 Choose your portal evecsecncsnccvancararerccenacace dense ssssve sees Ea 9 First Time Logon Instructions cccccccccsccsccscsscssosscsscssoscoccocccccescescescsscscess 10 Subsequent LOGON Instructions cccsccsccscssccsccsccsccsccsccsccsccsccsccsccsccsces 13 GREATBANC TRUST ONLINE FEATURES csccccscscsscsccscscssc
27. io 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 GreatBanc 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 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
28. ite 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 r 0 0 of0 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 GreatBanc 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 ES 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 GreatBanc Trust Online User Manual page 14 GreatBanc Trust Online Features Available features include J J Immediate access to your portfolio Information from any location via the Internet Portfol
29. l ic Personal Investment Services click here to see our corporate brochure Institutional Investment Services Publications amp News As a rule whatever is fluid soft and yielding will overcome whatever is rigid and hard This is another paradox What is soft is strong Choose your portal Through August 31 2013 GreatBanc 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 GreatBanc Trust Online User Manual page 10 First Time Logon Instructions In order to conform to the Federal Financial Institutions Examination Council FFIEC Authentication Guidance GreatBanc Trust Online requires you to step through a new multi factor authentication process This guide walks you through this process When you log onto the GreatBanc 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 utili
30. lect Format Comma Delimited semicolon Delimited Tab Delimited C Fixed Length Select Accounts to be Downloaded Available Accounts 1010000026 SANTOS JUAN 1030000033 JonesgRobert O ON JOHI 1010000080 BYER EsLIE Select Date Options Select Date 01 30 2007 E Accounts to Download 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 GreatBanc 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 Password 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 Pas
31. osing 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 GreatBanc 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 SUNGARD 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 j E Mee Select an image and apply a personalized caption for it Your Selected Image Your Personalized Caption
32. ovides a projection window by which the GreatBanc 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 IncomeCash Principal Cash Current Cash 10 128 61 1 373 249 80 1 363 171 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 RESERWES 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 1 265 747 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 information minadi 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 lofi Next gt Jump to page col View All DIYIDENDS RET OF CAP Transaction Description Income Cash Principal Cash 10 31 2006 DIVIDE
33. r 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 GreatBanc Trust Online User Manual page 11 If this is the first time you have logged into GreatBanc 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 CITI New Password 0000000000 Confirm New Password 0000000000 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 cho
34. rline 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 GreatBanc 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 GreatBanc 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 amp Bottom margins should be set to 1 Clear Header and Footer information Tools gt Popup Blocker If you are using Windows XP Service Pack 2 SP2 please ensure that the following adjustments are made If on IE 7 or above do the following GreatBanc Trust Online User Manual page 8 Popup Blocker Settings Add GreatBanc Trust Online URL in the Trusted Site If 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 GreatBanc Trust Online site to be sent to your browser To do this open Internet Explorer and on the Tools menu point to
35. sccscscsscsccscscees 14 Available features include csccscscssccscscccccsccscsccsccsccscsscsccscescsscsccscssces 14 ON LINE HELP 2222224445240244 0022404241 3220404502404444 AE E EA sessaeseeevessteiaseeseensteseeues 15 CONT T SAE ES DUE cerns cute DA ERE E NA E DRA EDS reese A RES NAS EA ER DUN 15 DOWNLOADING AND PRINTING ccccscsccscsccsccccscsccscccsscscsscscsscscsscscsscscees 17 Downloading While Viewing a REPOrt cccceccsccsccsccsccccccsccscsscsscesccscees 17 PEIOUN PR cericans ease so ER E ESA E E E E OE AA E EE 18 E mailing Viewed InfOrmation scscsccsccscsccsccscsccsccsccscsscscssccscsccscsscees 19 GreatBanc Trust Online User Manual page 3 REPORTS wae as rc cance E E S 20 Gr at Banc Trust Online Reports occccccccccooooooooccccccooooooo00e0eeeeoooses 20 TRUST REPORT VIEWS eneses IAE EA EA ATA AE AAAT TA ESTADE ATADA ATAN 21 ASSEL Detar ss 122401 20 52 E E A I UU EAN OU SOCIE ES OU AE LAA AUTOS 22 Tax Lot Single Investment i sisccesccsvccavesdcccevessvaisevesiec cavers EEEn DEEDE ian 22 ACCOUNT Listono a A 23 Investment Summary Pie Chart with Asset Breakdown ceccce 23 Account Balan Ce wisiscseswesscesesadeceuswessesewesasnswwssscesawesactuwwssecesedodseestseensiswenceates 24 Tax LOU Det aul iesicsenscccacorsesiietisssacaaasesiectassues a a a 24 Transaction ACHIVILY dada CAE ARIAS a Ea EEEE ARAS TEA Dada 24 Posted Transaction Activity Summary and De
36. sword Old Password New Password Confirm Password Aae SQ Ae 8 z e as i a gt Sa Sea Say Spee a i a A a a a A A a gO L nen Chan g n g y Our Dp asswordg J y Ou Mus t en te r De twee if and 3 2 Cherec te rs Submit h RM ensmos ha naccuAaArd Pie e gt 4 Y 4 NA 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 GreatBanc 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 Password BC Chalenge_ _ start Page__ _ Account Group Maintemance Change Email Address Email Address Confirm Email Address GreatBanc 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 send 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
37. tail ccceccccccooooooes 25 Posted Transaction Activity Summary Date Selection ccccccoooooes 25 Pending Transaction Activity ccscccccccsscccccsccsccsccsccsccscescesccscescesccscescees 26 Pending Transaction Detail csccscsccsscssccscsscssccsccsccsccscssccsccsccscesccsceees 27 Cash Projection Reprisen E closes A A R 27 Cash Projection SUMmMmary cccccococccccccooooocccooo000c0c000000000000000000000000000s0es 28 Cash Projection Detail 2 csscsivcsder secr ARIAL ATA IA ADA DA ATADA EDAD ADN AVIA NADA K SSSA 29 REPORT OPTIONS aieeaii eA A E N 30 DOWNLOAD CAPABILITIES eisene acne ea eetates 31 USER OP TIONS nrar E E RANCS ES 32 Automatic Password EXPiratiON ccccccssccscccsccsccsscccccsccccccsscccccsscccccsscees 32 Change Password Dialogue BOX cccccscsscsscsscsscssccsccsccscssccscesccscesccscees 32 Change Email eascann E E E ENa 32 Change Challenge vss cssccsiecokesbsscceca evs desea a eressacabeeceseabucuent 33 GreatBanc Trust Online User Manual page 4 Change Start Or Landing Page cccceccsccsccsscssccsccsccsccsccsccsccscesccsccscees 33 ACCOUNT Group MAINTENANCE ccccccccscccccccccccccsccsccsscccccssccscccccsscesccsscees 34 Change Welcome ussas TARA ATTAC ATACAR AIRA TE ATTAC ATAN 35 WEBSTATEMENTS cbecaccsscccioreveccceustonsvesecuseucanaes btesssesswcssccatustedes wesuecn ereauseanteees 36 Statement Availability 220002002066
38. zes 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 on Login UserID Alias client01 Password eeeceeeee 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 you
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