INVESTOR USER GUIDE
Contents
1. secure secret word or string of characters or numbers that is used for user authentication to prove your identity chosen by yourself or temporarily assigned by your advisor The above can be provided by your advisor Alternatively you may utilize the self registration feature by selecting the Register button on the Sign In screen WEBCONNECT SELF REGISTRATION Please note that corporate accounts cannot be registered online For assistance please contact your FundEX advisor For all other accounts begin by entering the Invitation Code which can be obtained by selecting the link Click here to get your invitation code Next enter a Fund Company Account Number which can be found on the second page of your FundEX dealer statement under the column entitled Fund Co Account No Fund company account numbers are also available on Fund Company statements You may have several accounts select anyone for WebConnect registration Please enter the account number excluding spaces special characters or dashes Note The fund company account number is not your Client Number Client ID or SIN Next enter the last three digits of your Social Insurance Number and your Date of Birth Click the Continue to Step 2 button once complete Register to access your account online in just di 2 easy steps Registration Requirements Step 1 Invitation Code Invitation Code Fund Company Click here to get your invitation code Account2. which will prompt you to input the other owner s Client ID and last name June 2013 6 Page ee Teele a i ueeae Sharing With Me 2 Denotes required field want to share my account information with Client ID Last Name Confirm Agreement CONDITIONS OF USE AND CONSENT TO USE PERSONAL INFORMATION Mi gt Terms of Access T agree cance Upon clicking Validate you will be prompted to confirm the client with whom you wish to share by verifying their full name Client ID city and province Clicking on Share will instantly provide the other user with access to your account balances transactions and dealer statements With this in mind it is important to ensure that sharing is conducted with individuals you wish to have access to your personal financial information TURE ea Utah Sharing With Me 2 You are about to share your Account balances Account transactions Statements with Not the right Client ID In addition an email notification will be sent to the client as well as alerts posted within WebConnect Un sharing of information is simple as well WebConnect provides investors with full control over the family linking process Simply click on the Stop Sharing link shown below An email notification will also be sent to the client June 2013 7 Page N FundEX INVESTMENTS INC WEBCONNECT INVESTOR USER GUIDE Poueselee i useae Sharing With Me 2 Add Clie
3. Number e Last 3 Digits of SIN Account Identification Date of Birth Fund Company Account Number Where can find my account number Last 3 Digits of SIN Date of Birth January x 2013 z Cancel Continue to Registration Step 2 The system will validate the details against the FundEX trading system and then allow you to create your unique password June 2013 2 Page N FundEX INVESTMENTS INC WEBCONNECT INVESTOR USER GUIDE Access your account securely anywhere di anytime from your desktop laptop or tablet device Step 2 Password Rules Must contain at least Set Password 8 characters New Password Must contain at least Re enter Password 1 numeric character Confirm Agreement CONDITIONS OF USE AND CONSENT TO USE one uppercase PERSONAL INFORMATION character Must contain at least Terms of Access agree Cancel Complete Registration Registration Once complete you will be presented with your Client ID Please retain your Client ID for future access to WebConnect If your attempt to register is unsuccessful please contact your FundEX advisor to obtain your Client ID and a temporary password TEMPORARY PASSWORD CHANGE Upon initial sign in using a temporary password provided by your advisor a password reset is necessary Please assign a new password to replace sh the temporary one provided by your advisor Password Rules Enter your Client ID 123456789 New Temporary Password M
4. V FundEX INVESTMENTS INC WEBCONNECT INVESTOR USER GUIDE Welcome to WebConnect FundEX Investment s secure investor portal WebConnect provides instant online access to your portfolio holdings investment balances asset allocations account activity and quarterly dealer account statements WebConnect is optimized for compatibility on a variety of browsers and devices through a user friendly interface The purpose of this guide is to aid in navigating through WebConnect by providing information on The features of the Home Page The requirements for Signing In How to Self Register Password Recovery Setup E Delivery Enrolment WebConnect Navigation Family Linking Client ID Password Recovery WEBCONNECT HOME PAGE FEATURES To access WebConnect go to https client fundex com The Sign In screen will facilitate access to Login Self registering for access Resetting your password Locating the Investor User Guide under the Help link Finding a link to the previous version of Investor Web Sign In Client ID Not Registered Forgot Client ID or Password 7 For the old version of Investor Web cick here SIGNING IN To sign in to WebConnect the following unique fields are required Client ID A unique identifier provided by your advisor or obtained during self registration explained below June 2013 1 Page XN FundEXx INVESTMENTS INC WEBCONNECT INVESTOR USER GUIDE Password A
5. nt ID Client ID CLIENT ID PASSworD Recovery In the event you forget your password or Client ID please click on Forgot Client ID or Password on the home page Sign In Help Client ID M Remember my Client ID Not Registered Password Forgot Client ID or Password e Select either Forgot Password or Forgot Client ID amp Password and follow the on screen instructions You will receive an email containing a secure link to WebConnect where you must successfully answer the security question in order to reset your password If you have not completed the password recovery setup previously shown you must contact your FundEX advisor to reset your password e Reset your password in just 4 easy steps a denotes required field Forgot Password Forgot Client ID and Password Go Back to Login June 2013 8 Page
6. sented with the e Delivery enrollment screen or continue to WebConnect If you wish to enroll in e Delivery follow the on screen instructions You may modify your statement delivery preference at anytime in WebConnect under My Profile Preferences WEBCONNECT NAVIGATION Once logged into WebCONNECT navigating the site is easy The website contains 4 main sections e Home e Account Details e My Profile e Documents The Home and Account Details tabs contain information about your account holdings at FundEX June 2013 4 Page INVESTMENTS INC INVESTOR USER GUIDE Help Francais Sign Out WEB CONNECT w You are signed in as ClientID Home Account Details My Profile Documents DASHBOARD MY ALERTS a MY ADVISOR Balances as of June 07 2013 CONSOLIDATED BALANCE ACCOUNT MARKET VALUE re e eee gt renee eee Scsabesshanansdinternsattiiadcaat ie shee See ene Sempeteee see The My Profile section contains your contact information on file with FundEX Your Preferences for e Delivery enrolment password recovery and changing your password are found here Under the Family Linking tab you can view and share access with other users for more details refer to the Family Linking section on the next page Home Account Details My Profile Documents MY PROFILE PREFERENCES FAMILY LINKING E Delivery Enrollment Settings Edit Status Not enrolled Security Question Edit Question What was the name of your firs
7. t pet WebConnect Password Edit The Documents tab contains your quarterly account statements Statements may be retrieved for a period of up to years June 2013 5 Page Account Details My Profile Documents STATEMENTS MY ADVISOR mei ge ee View statements posted in DATE DESCRIPTION STATUS March 31 2013 Statement Viewed Download December 31 2012 Statement Viewed fig Download September 30 2012 Statement Viewed Download June 30 2012 Statement Viewed E Download March 31 2012 Statement Viewed Download Top Show 5perpage 7 Page 1 of 2 Next FAMILY LINKING WebConnect allows sharing access with other WebConnect users in your household Sharing permits the other user to view your account transaction activity and statements Home Account Details My Profile Documents MY PROFILE PREFERENCES FAMILY LINKING share your investment information with others PEALE Sharing With Me 2 Add Client ID a bial l pies QHbheribics Chent ID The Family Linking tab displays ownerships that you are sharing and ownerships that others are sharing with you The tab entitled I Am Sharing With displays all Client IDs that have access to the account The tab entitled Sharing With Me displays the Client IDs linked and consolidated to your account Sharing with another client is simple Go to My Profile gt Linked Accounts Initiate sharing by clicking on Add Client ID
8. ust contain at least 8 characters ae EEA Must contain at least 1 numeric Confirm New Password character Must contain at least one uppercase character PASSWORD RECOVERY SETUP During registration you will be asked to provide information that will assist in resetting your password if and when required Completing this page will allow you to use the Forgot your password function on the home page You may update this information at anytime in WebConnect under My Profile gt Preferences June 2013 3 Page WW FundEX INVESTMENTS INC WEBCONNECT INVESTOR USER GUIDE Password Recovery Setup In the event that you forget your password the following security question and your email address will be required to reset your password If you wish to change your email you will also have to update your security question Your Email Re enter Email Security Question Choose Question Answer E DELIVERY ENROLMENT SETUP Next you will be prompted to select your FundEX statement delivery preference Want to get your statements more A quickly and save some trees We now provide your FundEX statements right here on WebConnect Every client who signs up can save the equivalent of 3 large trees over the course of 20 years Click here to enroll in Edelivery Remind me next time Continue to WebConnect Not Interested in Edelivery Continue to WebConnect Upon making your selection you will either be pre
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