Weblink Login Guide
Contents
1. 13 WebLink Features 13 REPORT 5 14 Holdings 15 I a 15 Account LiSt n ne nnn nnn nnn nnn nnn nnn nnn nnn ncaa 16 Investment 5 16 Available Cash 17 Transactions ememmmmmMmMmMmMMMMM 18 Posted Transaction Date Selection 19 Pending Transaction Activity 19 Cash Projection ememmMMMMMB 19 REPORT 5 20 MY 21 USER OPTIONS 22 Change 52. 22 Change Email Address 22 Client Internet Access Welcome to WebLink National Penn Investors Trust Company NPITC welcomes you to WebLink The WebLink product provides you with 24 7 access to your investment portfolio The security of your information is one of our highest priorities With this in mind NPITC s WebLink site requires you to step through a multi factor authentication process The WebLink authentication process was created specifically to help protect your privacy and adhere to the standards published by the FFIEC Federal Financial Institutions Examination Council This guide walks you through this process WebLink s supported browsers include versions of Internet Explorer Chrome Firefox Safari and Opera Browser and Version Microsoft Internet Explorer 9 10 and 11 The following example displays the message received if the your browser version is not compatible with new HTMLS5 version of WebLink EJ SUNGARD Contact Us Help About User ID Alias Proceed Forgot Password General message for testing Weblink Copyright 1998 2014 SunGard Asset Management Systems All Rights Reserved WebLink has recently been enhanced to HTML5 technology The browser you are currently using to access WebLink is not supported in the new version If you wish to take advantage of the new and improved WebLink software please
3. wy NATIONAL PENN INVESTORS TRUST COMPANY WEBLINK Client User Manual Accessing Your NPITC Account Online For additional personal assistance regarding your online account access please contact your Account Officer For Account Officer contact information please see the On Line Help Contact Us section of this manual page 10 or call toll free at 1 800 826 5534 www npitc com Revised February 6 2015 Table of Contents CLIENT INTERNET ACCESS 3 Welcome to WebLink 3 Accessing Your Portfolio via the Client Web Site 5 User Login Instructions 7 7 7 mmMmM 5 ON LINE HELP 10 SYSTEM NAVIGATION 11 Start Page nnn nnn nnn nnn nnn nnn nnn nn nnn 11 Downloading and Printing 12 Downloading While Viewing a Report 12 Downloading Reports from File Download Menu 12 Printing
4. CHD 171340102 394 01 0 00 394 01 0 00 12 01 2014 DIVIDEND ON 2 220 SHS DLX 248019101 666 00 0 00 666 00 0 00 12 01 2014 PURCHASED 1 060 01 U NPB1 217991553 1 060 01 1 060 01 0 00 1 060 01 12 01 2014 INTEREST ON NATIONA NPB1 217991553 2 14 0 00 2 14 0 00 12 01 2014 PURCHASED 2 14 UNITS NPB1 217991553 2 14 2 14 0 00 2 14 Pending Transaction Activity Information is displayed for trades that have been executed and are awaiting settlement You do not have the ability to specify date ranges for viewing All of the qualified pending transactions are presented in this section Cash Projection The Cash Projection summary is a statement of the current cash balance for the account as well as a listing of the current holdings in Cash Equivalent securities Transactions are grouped by transaction type and list the effect of the transaction by showing the aggregate net cash amount for income and principal cash as well as a Total Cash column representing the net of the two columns 2299000104 MID CAP Accounts File Download Taxlots Available Cash Transactions Cash Projection My Reports vestment Summary AP 2299000104 CASH PROJECTION Days ToProject 7 View Summary Details Select the time period to run the report for Income Cash Principal Cash Total Cash CURRENT CASH AND LIQUID ASSETS 302 333 37 283 775 52 18 557 85 be DIVIDENDS RET OF CAP 2 103 39 0 00
5. 2 103 39 Y Date Transaction Description Income Cash Principal Cash Total Cash 12 05 2014 DIVIDEND ON 1 346 SHS HARRIS C 632 62 0 00 632 62 12 09 2014 DIVIDEND ON 1 119 SHS CRANE C 369 27 0 00 369 27 12 09 2014 DIVIDEND ON 1 069 SHS HANESBR 320 70 0 00 320 70 Click ona projection category to drill down 12 10 2014 DIVIDEND ON 3 904 SHS OLIN COR 780 80 0 00 780 80 z and see the details 12 10 2014 Projected DIVIDENDS RET OF CAP 2 103 39 0 00 2 103 39 OTHER DISBURSEMENTS 0 00 1 658 56 1 658 56 p 19 Report Options You can customize reports to your specific taste Selections are saved until you modify them 4 HOLDINGS Description Sort By Ticker AAP AME AJG BIG BR BRO CDNS CHD CBSH CR Security Name CUSIP 00751Y106 031100100 363576109 089302103 11133T103 115236101 127387108 171340102 200525103 224399105 HOLDINGS Description Sort By 1 1 BIG BR BRO CDNS CUSIP 217991553 00751Y106 031100100 089302103 11133T103 115236101 127387108 Security Name Place mouse over column click X to Description ADVANCE AUTO PARTS INC AMETEK INC COM ARTHUR J GALLAGHER amp CO COM BIG LOTS INC BROADRIDGE FINL SOL LLC COM BROWN amp BROWN INC COM CADENCE DESIGN SYSTEMS IN CHURCH AND DWIGHT CO INC C COMMERCE BANCSHARES INC C CRANE
6. COMBINED LOT TOTAL 18 557 85 18 557 85 18 557 85 ADVANCE AUTO PA 2 251 657 62 99 41 383 12 100 685 25 59 302 13 09 20 2011 CUSIP 00751Y106 U 2 271 20 68 45 1 369 00 3 065 00 1 696 00 11 15 2011 COMBINED LOT TOTAL 677 42 752 12 103 750 25 AMETEK INC COM 1 237 1 607 75 5 34 8 584 65 83 184 99 74 600 34 11 26 2002 CUSIP 031100100 U 1 261 884 25 5 18 4 578 45 45 751 09 41 172 64 01 30 2003 COMBINED LOT TOTAL 2 492 13 163 10 128 936 08 15 Account List 2299000104 MID CAP Transactions Holdings Taxlots Cash Projection Accounts File Download My Reports AP 2299000104 As Of Date 12 04 2014 View All Trade Date Settlement ls Date ACCOUNT LIST Cash Balance Market Value Tax Cost CENTRAL ACCOUNT 3 31 866 28 5 728 411 09 3 929 886 16 GROUP ACCOUNT 0 0 00 0 00 0 00 MASTER ACCOUNT 0 0 00 0 00 0 00 Account Number Cash Balance Market Value Tax Cost f LARGE CAP 2299000042 8 308 05 1 289 301 33 771 078 88 fm CORE FIXED 2299000088 5 000 38 1 077 827 91 1 043 808 99 MID CAP 2299000104 18 557 85 3 361 281 85 2 114 998 29 This view is available if you have access to multiple accounts to view a summary report for the listing of accounts Investment Summary 2299000104 MID CAP Available Cash Transactions Taxlots Cash Projection Accounts File Download My Reports Investment Summary 2 CAP 2299000104 As Of Date 12 04
7. Change Email Address Change Password Email Options Challenge Questions Start Page Options Account Group Maintenance Unregister Desktop Change Email Address Email Address Confirm Email Address To change your email address go to User Options and click the Email Options Enter your new email and then verify your new email by typing it again in the Confirm Email Address box 22
8. be selected via drop down the lookup menus Click for Calendar display You may view information from a previous date All Reports can be NATION printed or saved to DA INVESTORS TRU your hard drive Fy Contact Us User Options Sign Out h Available Cash Transactions Holdings Taxlots Cash Projection Accounts File Download My Reports 2398000088 CORE FIXED E Settlement Date 5 CORE FIXED 2299000088 As Of Date 12 04 2014 View Trade Date INVESTMENT SUMMARY Settled Trade date reporting available CORE FIXED Portfolio Total Market Value Year to Date Long Term Gain Loss 1 077 827 91 8 691 38 Total Cost Year to Date Short Term Gain Loss 1 043 808 99 38 00 Investment Authority Year to Date Qualified 5 Year Gain Loss Investment Objective NONE 0 00 Fixed Income Only TX Cash and Equivalents 5 000 38 5 000 38 0 464 iti Cost Market Val Debt Securities 1 038 808 61 1 072 827 53 9 99 536 Click on an investment category drill down view details of specific investments Other views are available by simply clicking on the desired report tab within the Navigation Bar 14 Holdings This report displays individual assets held in the account HOLDINGS Description Sort By Security Name Investment Category Industry Sector Investment Category Then Sector Ticker CUSIP Description Units Tax Cos
9. download one of the compatible browsers below If you do not wish to upgrade your browser at this time login as usual above to be directed to WebLink in its previous version Mozilla Foundation Firefox Opera Software Opera Google Chrome Microsoft Internet Explorer Apple Safari 4 100 If you log in and are not using a supported browser version you will be presented with a screen that gives you the opportunity to upgrade your browser If the browser is a supported version you will be directed to the new HTML5 WebLink site after logging in If the browser is not a supported version you are given an opportunity to upgrade or you can continue to log in without upgrading but you will be redirected to the older version of the WebLink site If you need help with the older version of WebLink please contact your Account Officer to obtain the proper WebLink User Manual New Site HTML5 NATIONAL Welcome Christian Doyle NWL User Options Sign Out Help e Conta INVESTORS TRU h Available Cash Transactions Holdings Taxlots Cash Projection Accounts File Download My Reports LARGE CAP 2299000042 As Of Date 12 04 2014 View Trade Date Settlement Date INVESTMENT SUMMARY LARGE CAP Portfolio Total Market Value Year to Date Long Term Gain Loss 1 289 301 33 54 922 67 Total Cost Year to Date Short Term Gain Loss 771 078 88 1 979 67 Investment Authority Year to Date Qualified 5 Year Gain Loss Investment Object
10. select the Accounts Investment Summary or Holdings pages Changes made here take effect the next time you log in Unregister Desktop Email Options Challenge Questions Start Page Options Account Group Maintenance Change Password Select Start Page Accounts Investment Summary Holdings Please logout amp login to see changes 11 Downloading and Printing The ability to print and download as well as to view data as of a certain date and on a traded or settlement basis is available in each view Downloading While Viewing a Report DA INVESTORS TRU A Available Cash Transactions Holdings Taxlots Cash Projection Accounts LARGE CAP 2299000042 Total Market Value 1 289 301 33 54 922 67 Total Cost Year to Date Short Term Gain Loss 771 078 88 1 979 67 Investment Authority Year to Date Qualified 5 Yeaegem 3000 To download the es information for the asna uivaien 1 8 308 05 current view click on iid Equity Securities 762 770 83 the Export button 99 35696 v Market Value of Category Description Cost Security Identifier Units Y 58 206 96 4 544 APPLE INC COM 5 805 35 AAPL Date Acquired Tax Lot No CUSIP Units Unit Tax Cost Tax Cost Unrealized Gain Loss Market Value oe 09 01 2005 1772 037833100 455 6 68 3 038 21 49 509 74 52 547 95 04 18 2013 2508 037833100 49 56 47 2 767 14 2 891 87 5 659 01 Downloading Reports from File Download Menu hi Av
11. you to automatically request a temporary password should you forget your password when signing on Forgot your password Enter your User ID and click on Forgot Password A temporary password will be automatically sent to your email address This feature is available only after you have completed your initial setup as described previously On Line Help The WebLink site includes an online help menu When you access the Help area the following view is presented When you click on any of the underlined topics for example Navigation Rules the information regarding that topic Navigation Rules will be 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 Welcome Christian Doyle NWL User Options Sign Ou Help Contact Transactions Holdings Taxlots Cash Projection Accounts File Download Click here for Online Hel S A whlk infinity com NPIT CWebLink Help NewWebLinkHelp WebHelp index htm https S TME ae ja 2 User Options AddVantage WebLink Overview e Navigation Rules d 2 Welcome to AddVantage WebLink the Internet enabled real time wealth management accounting GE CA Avaiabie Cash platform 1 AddVantage WebLink Suite helps you Click on x in the upper t through a secure Web based portal AddVanta hnsactions c holdings and balances While A
12. 2014 View Trade Date 9 Settlement Date INVESTMENT SUMMARY MID CAP Portfolio Total Market Value Year to Date Long Term Gain Loss 3 361 281 85 217 458 65 Total Cost Year to Date Short Term Gain Loss 2 114 998 29 24 156 83 Investment Authority Year to Date Qualified 5 Year Gain Loss Investment Objective NONE 0 00 Equity Only Cash and Equivalents 18 557 85 18 587 85 0 552 Equity Securities 2 096 T 3342 724 DO 99 448 16 R iti Cost Equity Securities 2 096 440 44 Market Value of Category Description 103 750 25 3 104 ADVANCE AUTO PARTS INC 128 936 08 3 857 AMETEK INC COM Date Acquired Tax Lot No CUSIP Units Unit Tax Cost 4 26 2002 1237 031100100 1 607 75 5 34 01 30 2003 1261 031100100 884 25 5 18 1 325 BIG LOTS INC 82 745 40 2 475 BROADRIDGE FINL SOL LLC COM Within the Investment Summary click the arrows to drill down to more detailed information for single asset classes or investments Available Cash Market Value 3 342 724 00 Cost 42 752 12 13 163 10 Tax Cost 8 584 65 4 578 45 22 862 22 The report displays account liquidity including cash and cash equivalents Transactions Taxlots Cash Projection Accounts estment Summary Available Cash AP 2299000104 As Of Date 12 04 2014 AVAILABLE CASH Description Income Overdraft Inception Date Income Cash Principal Overdraft Inception Date Principal Cash Cash M
13. 308 05 0 644 Equity Securities 9995 770 83 1 280 093 28 99 356 The Print button creates a printer friendly PDF file based on the current page being viewed WebLink Features Available features include Immediate access to your portfolio information from any location via the Internet Portfolio information displayed on a Settled or Traded basis Portfolio information displayed on Current or As of Date basis Long and short term Gains Losses User selected options for customization of data displayed on reports Ticker symbol hyperlinks direct to an online quote at Yahoo Finance Portfolio information displayed graphically Cash projection information Reports that 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 13 Report Views Upon signing in to WebLink you are presented with your user defined home page Investment Summary Accounts or Holdings The default page view you choose as your homepage will have its tab in the Navigation Menu Bar replaced with the Home Icon If you have been set up for access to more than one account a drop down menu provides a list of the accounts to which you have access You may also lookup accounts by name or account number via the Look Up magnifying glass button Accounts can
14. CO COM remove a column Investment Category Then Sector Units Tax Cost Market Value 677 42 752 12 103 750 25 2 492 13 163 10 1 548 51 597 14 924 Place mouse over line 1 825 between columns to 2797 adiust column size 3 461 44 677 01 64 270 77 1 271 54 153 42 97 002 72 2 349 85 770 31 100 349 28 1 119 76 926 79 65 528 64 Select different sort options using the Sort Bv radio buttons Description Cash and Equivalents NATIONAL PENN BANK CASH TOTAL FOR Cash and Equivalents Equity Securities ADVANCE AUTO PARTS INC AMETEK INC COM BIG LOTS INC BROADRIDGE FINL SOL LLC COM BROWN amp BROWN INC COM CADENCE DESIGN SYSTEMS Investment Category Industry Sector Units 18 557 85 677 2 492 924 1 825 2 797 3 461 20 Tax Cost 18 557 85 18 557 85 42 752 12 13 163 10 35 716 57 22 862 22 89 970 52 44 677 01 Investment Category Then Sector Market Value 18 557 85 18 557 85 103 750 25 128 936 08 44 305 80 82 745 50 91 461 90 64 270 77 Unrealized Gain Loss 60 998 13 115 772 98 23 713 06 8 589 23 59 883 28 51 491 38 19 593 76 42 849 30 14 578 97 11 398 15 Unrealized Gain Loss 0 00 60 998 13 115 772 98 8 589 23 59 883 28 1 491 38 19 593 76 2299000104 As Of Date 12 04 2014 View Trade Date Add Column HOLDINGS MM Accrued Income Book Value Account Number
15. Eaming per Share Description Sort By Security Name Investment Category Industry Sector nvestmen Estimated Annual Income Industry Maturity D Ticker CUSIP Description Units Tax Cost Market ne Moody Rating Original Face Click Cash and Equivalents PE Ratio Percent of Total NPB1 217991553 NATIONAL PENN BANK CASH 18 557 85 18 557 85 11 Pledged Units Price TOTAL FOR Cash and Equivalents 18 557 85 1 Price Date S amp P Rating Unit Tax Cost Equity Securities Yield AAP 00751Y106 ADVANCE AUTO PARTS INC 677 42 752 12 columns by er AME 031100100 AMETEK INC COM 2 492 13 163 10 clicking the button in BIG 089302103 BIG LOTS INC 924 35 716 57 the top right of the report BR 11133T103 BROADRIDGE FINL SOL LLC COM 1 825 22 862 22 My Reports The My Reports tab displays a list of your available online statements providing you the capability to view and print your statement s To get set up for online statements please contact your Account Officer After this feature has been activated you will receive an email after the end of the reporting period advising you that your statement is ready to be viewed From the time this service is activated going forward you will have access to a year s worth of statements online You also have the option to save your statement to your computer if you choose vestment Summary Available Cash Transactions Taxlots Cash Project
16. IONAL PENN BA INVESTORS TRUST COMPANY User ID Password What is your favorite vacation destination Desktop Registration C Yes this is my computer that use regularly s Mo this is not my computer If you are using this computer at home or work you can register this computer So you can skip the security questions or PIN Code in the future This should only be done on your own secure computer where nobody else uses it never select this option on a shared computer in a public location Cancel Sign in Enter your current Password You can elect to have the site remember your computer if you wish and you will not be prompted for the security question in the future Click on Sign In If you are logging on to WebLink from a registered computer you will be prompted for your password only wy NATIONAL PENN B INVESTORS TRUST COMPANY User ID Password Cancel Sign in Forgot Password Enter your current Password Click on Sign In If this is the first time you have logged into the WebLink site enter the password we assigned to you and you will be prompted to change your assigned password Change Password CLIENTO1 This page allows you to update your password The Following rules apply when you change your password New Password must contain at least 4 characters New Password must contain at least 1 different character s from previously used password Old Password 00000000 New Password 0000000000
17. Strong Confirm New Password 0000000000 Cancel Change Password Enter a new password at the New Password and Confirm New Password boxes following the password requirements Click on Change Password You will then be prompted to select an image and personalized caption which both will become part of your login process from this point forward The purpose of the image and caption is to thwart others from using a fraudulent website to persuade you into disclosing your password The personalized picture and caption are a verification check to ensure you are logging into the genuine WebLink site and your login screen will always display the image and caption Select Personalized Login Page Image Use this page to select your preferred image from the list of available ir will appear on your login page after you enter your username This wi Your Selected Image Cli Your Personalized Caption di in Click on an image 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 P Your Personalized Caption no sugar Enter a personalized caption and click on Save You must set at least three Challenge Quest
18. ailable Cash Transactions Holdings Taxlots Cash Projection Accounts File Download My Reports download specific Select Output Format Excel information click on the File Download tab and use Tee the menu options select the data to be downloaded ee ee Data To Export Date Options Available Data Elements Available Accounts 2299000042 LARGE CAP 2299000088 CORE FIXED 2299000104 MID CAP 212 File Download As Of Date 12 04 2014 Year to Date Long Term Gain Loss Welcome Christian Doyle NWL User Options Sign Out My Reports View Trade Date Settlement Date 2299000042 LARGE CAP x Cash Projections Holdings Pending Transactions Posted Transactions TaxLot Detail belected Data Elements Accounts To Download Save Template Printing Available Cash Transactions Holdings Taxlots Cash Projection Accounts File Download My Reports 2299000042 LARGE CAP RGE CAP 2299000042 As Of Date 12 04 2014 View Trade Date Settlement Date S To print a report of the current INVESTMENT SUMMARY view click on the Print button LARGE CAP Portfolio Total Market Value Year to Date Long Term Gain Loss 1 289 301 33 54 922 67 Total Cost Year to Date Short Term Gain Loss 771 078 88 1 979 67 Investment Authority Year to Date Qualified 5 Year Gain Loss Investment Objective NONE 0 00 Equity Only Cash and Equivalents 8 308 05 8
19. anagement Funds NATIONAL PENN BANK CASH MANAGEMENT 1 Total Cash Balances 17 File Download View My Reports Trade Date Settlement Date Principal Cash 302 333 37 18 557 85 283 775 52 2299000104 MID CAP Market Value 83 184 99 45 751 09 924 1 825 Income Cash 302 333 37 0 00 302 333 37 Transactions 2299000104 MID CAP estment Summary Available Cash Transactions Taxlots Cash Projection Accounts File Download My Reports AP 2299000104 TRANSACTIONS Posted Transactions Income Cash Principal Cash Net Cash Beginning Balance 300 771 33 300 771 33 0 00 Ending Balance 302 333 37 302 333 37 0 00 Date Range N Posting Date Transaction Description Ticker CUSIP Net Cash Principal Income Cash Tax Cost 12 01 2014 DIVIDEND ON 1 271 SHS CHD 171340102 394 01 0 00 394 01 0 00 12 01 2014 DIVIDEND ON 2 220 SHS DLX 248019101 666 00 0 00 666 00 0 00 12 01 2014 PURCHASED 1 060 01 U NPB1 217991553 1 060 01 1 060 01 0 00 1 060 01 12 01 2014 INTEREST ON NATIONA NPB1 217991553 2 14 0 00 2 14 0 00 12 01 2014 PURCHASED 2 14 UNITS NPB1 217991553 2 14 2 14 0 00 2 14 12 01 2014 TAX LOT ADJUSTMENT NPB1 217991553 0 00 0 00 0 00 1 060 01 12 01 2014 TAX LOT ADJUSTMENT PB1 217991553 0 00 0 00 0 00 2 14 12 01 2014 TAX I OT AD IUSTMENT UR 1 217991553 0 00 0 00 0 00 1 062 15 Click ind
20. ddVant right efe gals am el 108 0 0 lt SunGard implements and maintains t to the main site Using Weblink Help This latest release of WebLink include a 2 Support technology Features of this new version include c 2 About Weblink Help ket Value 301 33 m it 78 88 CUSTOMIZABLE BANNER You can customize the WebLink Title bar to display the institution s logo a name and color scheme nt Authori DEFAULT Homepace You can set a default page that appears when you first log into WebLink to gain quick access to your favorite page You have the choice to set the Accounts Investment nd Equiva Summary or Holdings page as your homepage The Homepage also displays system messages and alerts from your administrator e SIMPLIFIED NAVIGATION Navigation Bar tabs provide links to the various lists and reports available Securities for selection as well as a Homepage tab e Easy Access To Your Accounts The Accounts List page displays accounts you have access to based on your selected sort and provides the option to view a list of all your accounts using the 1d Reviewing the Help information thoroughly will allow you to take full advantage of the features offered in WebLink Click on any topic to view its details Contact Us To view your Account Officers contact information click the Contact Us link in the upper right hand corner of the screen and then view the info
21. enter your password You can select your questions from a list of pre defined questions or you can add your own question s Click on Save after you have entered your answer Set Challenge Question TRBEWL Minimum Answers Minimum Red Herring 3 Remaining 3 1 Remaining 1 Red Herring questions are designed to fool fraudsters into answering false questions They will be mxed with your normal challenge questions When you see Red Herring question the proper answer is to LEAVE IT BLANK Configure Challenge Herring Question lt 4 eo A E Delete Challenge Question Select Question Type Challenge with Answer No challenge questions have been added Question Option Select From List Add My Own Question Challenge Question where did you attend high school addition to Challenge Answer new york logins Your 9 If you select private computer ime you Tog in you shou at 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 Once you have set your Challenge Questions you will be logged into the WebLink site Click on User Options at the top right hand side of your screen Choose the Email tab and enter your email address in both boxes and submit This will allow
22. ime you will enter the User ID and Password supplied by your account officer WebLink will then prompt you to change your initial password to a new password of your choosing Your password must be 8 or more characters in length and contain at least one of each of the following character types 1 Alpha the choice of upper and lower case is optional 2 Numeric 3 Special for example amp etc The password is case sensitive and may not contain spaces If the new password you enter does not adhere to these standards you will be prompted to try again 5 The following screen shots and information are to assist you with the WebLink login steps wy NATIONAL PENN DA INVESTORS TRUST COMPANY User ID Proceed Forgot Password We are pleased to announce an upgrade to the WebLink system scheduled to take place early Monday morning December 8 2014 If you have this current site bookmarked please visit NPITC com after Monday morning and click on Account Access on the left hand navigation bar to get to the new web address Please use this new address to update your bookmark As always we appreciate your continuing confidence in us Weblink Copyright 1998 2014 SunGard Asset Management Systems All Rights Reserved Enter your User ID and click on Proceed If you are logging on to WebLink from an unregistered computer you will be prompted for a password and the answer to one of your security questions wy NAT
23. ion 2299000042 Accounts File Download My Reports 2299000042 LARGE CAP MY REPORTS Statements 3 Account Num 2299000042 L 2299000042 L 2299000042 L Interested 1000017 NPITC 1000017 NPITC 1000017 NPITC Description Quarterly SINGLE PO Quarterly SINGLE PO Quarterly SINGLE PO Start Date 01 01 2014 04 01 2014 07 01 2014 End Date 03 31 2014 06 30 2014 09 30 2014 21 User Options The User Options menu allows you to change your login password email address challenge questions homepage account grouping settings and registered computers In each option enter and confirm your information as required then save your changes Change Password User Options User Name Christian DX User Email christian do Change Password Email Options Challenge Questions Start Page Options Account Group Maintenance Unregister Desktop Change Password Old Password New Password Confirm Password To change your password go to User Options and click Change Password Type in your old password enter your new password and then verify your new password by typing it again in the Confirm Password box As a reminder your password must be 8 or more characters in length and contain at least one of each of the following character types 1 Alpha the choice of upper and lower case is optional 2 Numeric 3 Special for example amp etc
24. ions with valid responses Set Challenge Question TRBEWL Minimum Answers Minimum Red Herring 3 Remaining 3 1 Remaining 1 Red Herring questions are designed to fool fraudsters into answering false questions They will be mixed with your normal challenge questions When you see Red Herring question the proper answer is to LEAVE IT BLANK Page 25 0 0of0 d Add Challenge Question Challenge Answer Red Herring i Delete No challenge questions have been added Click on Add to set each question Set Challenge Question TRBEWL Minimum Answers Minimum Red Herring 3 Remaining 3 1 Remaining 1 Red Herring questions are designed to fool fraudsters into answering false questions They will be mixed with your normal challenge questions When you see Red Herring question the proper answer is to LEAVE IT BLANK 5 Configure Challenge Red Herring Question Challenge Question AMMIAN BANANA 1 Delete Select Question Type Challenge with Answer No challenge questions have been added p Question Option v Select From List C Add My Own Question Challenge Question What is your pet s name PLEASE R addition to your credent p Challenge Answer ate Er te VOU y tad e picure 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
25. isors have delivered highly ethical trust and investment services to memb Weblink Login Guide of our community Our legacy is built on exceptional service and a long standing commitment put the care of our clients assets at the core of all we do Over the years we continually enhanced our range of services to meet evolving client needs in 1994 created National Penn Investors Trust Company NPITC a subsidiary of National Pe QUIC K LINKS Wealth Management N A Today our dedicated and experienced professionals administer m than 2 8 billion in client assets with assets under management of more than 2 3 billion i RA 2 4 r Avold F UD Our advice is well conceived and grounded in experience a combination of investment prowe Bank wi commitment to research and an ability to truly listen We ve earned the confidence of our cliei san wherever gt by managing every portfolio with discipline consistency and a keen eye on quality and risk control Additionally at the heart of it all we communicate a Apply for aloan gt Ultimately we believe our clients are the backbone of the communities we serve families If you prefer to access the login site through a saved Favorite of Bookmark you will need to save the login page address https iaf infinity com IAF IdP ITCTRPWL plugins common app xhtml ClientID WeblinkUI User Log On Instructions If you are using WebLink for the first t
26. ive NONE 0 00 Equity Only Old Site MEET ir company Last Login 06 11 2008 07 56 37 92 EDT ContactUs User Options Help About Logoff Transactions Projections File Download Account List Account Balances Investment Summary Asset Detail Tax Lot Detail Login gt Investment Summary 1120000764 HUGHES J 3 Lookup TRUSTEE U IRA DTD 9 6 94 BY JAMES G HUGHES Investment Summary is Download gt Print Preview As of Date 06 10 2008 settied O Traded Cash and Equivalents 3 476 20 3 476 20 3 476 20 Equity Securities 407 294 02 407 294 02 470 677 43 Net Due To Due From Broker Year to Date Long Term Gain Loss 5 439 24 Year to Date Short Term Gain Loss 1 31 Year to Date Qualified 5 Yr Gain ll cash and Equivalents Equity Securities Investment Objective Equity Only Investment Authority SOLE Accessing Your Portfolio via the NPITC Web Site Navigate to the NPITC website www npitc com Simply click on the Account Access link which can be found on right side of the NPITC homepage The WebLink Login screen then appears Click on the Account Access link NATIONAL PENN Our Services INVESTORS TRUST COMPANY PRINT amp Our People Publications amp Media Participant Fund Options Our Story Since 1930 when National Bank of Boyertown first activated its trust powers our collective Account Access teams of expert adv
27. ividual transaction to drill down and see the Transaction Details gms Posted Transaction Details Account Number 2299000104 Transaction Type DIV Posting Date 12 01 2014 Transaction Number DIVIDEND ON 1 271 SHS CHURCH AND DWIGHT CO INC COM AT 0 31 PER Transaction Description SHARE PAYABLE 12 01 2014 EX DATE Cusip 171340102 11 06 2014 Trade Effective Date 12 01 2014 Principal Investment Change 0 00 Settlement Date 12 01 2014 Income Investment Change 0 00 Principal Cash 0 00 Income Cash 394 01 Principal Share Change 0 Income Share Change 0 Vault Number Check Number Tax Code 1 Tax Code Description DIVIDENDS QUALIFIED Income Code Income Code Description Disbursement Code Description Broker Code Broker Code Description Registration Code Registration Code Description Funds Code 0 Funds Code Description FED FUNDS Market Value 0 00 Book Value 0 00 Gain Loss Amount 0 00 Bank Fees Agent Fees Fed Tax Cost 0 00 Trade Services Fees 2 14 Fees And Postage Other Fees 50 12104044 Accrued Interest 0 Broker Commission 0 944 18 Posted Transaction Date Selection TRANSACTIONS Posted Transactions Income Cash Principal Cash Net Cash Beginning Balance 300 771 33 300 771 33 0 00 Ending Balance 302 333 37 302 333 37 0 00 Date Range MonthToDate a Month To Date Posting Date ption Ticker CUSIP Net Cash Principal C Income Cash Tax Cost One Year 12 01 2014 Date Range HS
28. rmation within the pop up window User Options SignOut ContactUs Contact Us Details Admin Officer Terry L Morris Phone 510 371 2085 E mail terry morriseinpitc com poe tn oe Investment Officer Terry L Morris Phone 610 371 2085 E mail tenry monris npitc com 10 system Navigation Each tab within the Navigation Menu Bar represents a different grouping of reports or specific actions that you may take When accessing specific reports or pages you can click on certain areas and links to drill down to a more detailed level of information In addition to this User Manual you can refer to on line help to learn more about each area w NATIONAL Welcome Christian Doyle NWL User Options Sign Out Help Contact Us DA INVESTORS TRU File Download My Reports Accounts Cash Projection Taxlots Transactions Holdings Available Cash LARGE CAP As Of Date 12 04 2014 View Trade Date Settlement Date navigation tabs categorize information Your User Options change into categories each represents information start page password email that be accessed from within that page etc are available here Links to WebLink Reports and features are displayed across the top of your screen via a tab structure Start Page You can change the start page in WebLink Click User Options then Start Page Options and then
29. t Market Value Unrealized Gain Loss AAP 00751Y106 ADVANCE AUTO PARTS INC 677 42 752 12 103 750 25 60 998 13 AME 031100100 AMETEK INC COM 2 492 13 163 10 128 936 08 115 772 98 AJG 363576109 ARTHUR J GALLAGHER amp CO COM 1 548 51 597 14 75 310 20 23 713 06 BIG 089302103 BIG LOTS INC 924 35 716 57 44 305 80 8 589 23 BR 11133T103 BROADRIDGE FINL SOL LLC COM 1 825 22 862 22 82 745 50 59 883 28 BRO 115236101 BROWN amp BROWN INC COM 2 797 89 970 52 91 461 90 1 491 38 CDNS 127387108 CADENCE DESIGN SYSTEMS IN 3 461 44 677 01 64 270 77 19 593 76 CHD 171340102 CHURCH AND DWIGHT CO INC C 1 271 54 153 42 97 002 72 42 849 30 CBSH 200525103 COMMERCE BANCSHARES INC C 2 349 85 770 31 100 349 28 14 578 97 CR 224399105 CRANE CO COM 1 119 76 926 79 65 528 64 11 398 15 DLX 248019101 DELUXE CORPORATION COM 220 89 734 66 132 245 40 42 510 74 AN st a Hyperlink to Yahoo Click to oT down for a single Finance online quote investment s tax lot information Taxlots 2299000104 MID CAP Transactions Holdings Cash Projection Accounts File Download My Reports AP 2299000104 As Of Date 12 04 2014 View Trade Date Settlement Date Description Tax Lot Units Unit Cost Tax Cost Market V Unrealize Acquired Date NATIONAL PENN BA 2 269 18 057 96 1 18 057 96 18 057 96 0 00 11 15 2011 CUSIP 217991553 U 2 669 499 89 1 499 89 499 89 0 00 12 04 2014
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