Investor User Guide
Contents
1. Re enter Email Security Question Choose Question Answer j 5 E Delivery Enrolment Setup Upon logging into WebConnect you will be presented with a campaign page for e delivery enrolment Want to get your statements Ay more quickly and save some trees e now provide your annual statements right here on febConnect Every client who signs Up can save the equivalent of 3 large trees over the course of 20 years You could also WIN a 16GB iPad2 if you sign up between now and March 31 2012 Upon making your selection you will either be presented with the edelivery enrollment screens or continue onto WebConnect You can always change your choice for edelivery in your Preferences section within WebConnect WebConnect Navigation Home and Account Details will contain information about your account at FundEx The My Profile section contains your contact information on file with FundEX Investments Inc It is also where your Preferences are kept for things like E Delivery enrolment Password Recovery and changing your password WEB CONNECT Frances Sign Cut INVESTMENTS INC Y H lances at f January 04 72013 TOTAL 14 275 45 UOC TONLE Account Deltas ACCOUNT MARKET VALUE RRSP 15 602 71 SPOUSAL RRSP 672 74 Total 14 275 45 Ouse Ce v s The My Alerts tab will display any new notifications for instance when a new statement is posted The Documents section will2. statements Please enter the account number with no spaces special characters or dashes please also 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 The system will then validate the details against the FundEX trading system and provide verification and allow you to setup your own password Once complete you will be presented with you Client ID which is your WebConnect login NOTE You must contact your advisor s office to get setup for corporate accounts New Password Page If you are using WebConnect for the first time and were provided with a temporary password from your advisor you will need to complete a password reset To reset your password Use your temporary password and follow the password Rules Password Recovery Setup Upon successful initial sign in you will be asked to provide information that will assist you in resetting your password if when required Completing this page will allow to you use the Forgot your password function on the home page You can always update this information in your Preferences area under My Profile within WebConnect 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 Your Email
3. N INVESTMENTS INC WEB CONNECT Investor User Guide Welcome to WebConnect FundEX is pleased to introduce our new secure portal for our investors that will provide online access to your portfolio holdings investment balances asset allocations and account activity WebConnect also provides you with the ability to retrieve and view your quarterly account statements online New industry rules require mutual fund dealers like FundEX to issue mutual fund statements quarterly beginning March 31 2012 previously we were only required to issue statements annually Electronic statements instead of paper will help reduce costs and environmental impact by providing statements and notifications online You will be able to access and retrieve statements anywhere anytime The purpose of this guide is to help you navigate through WebConnect The portal is optimized for use on a variety of different browsers and devices Home Page To login into FundEX WebConnect go to https client fundex com On the Home Page you will be able to Sign into FundEX WebConnect Register yourself for access to WebConnect if it has not already been supplied by your advisor Reset your password Find a copy of this manual under the Help link Find a link to the previous version of the Investor web site Ae ae eS Sign In Client ID Signing In Signing in to WebConnect requires you to enter two unique fields Client ID This is your unique identifier tha
4. contain any statements that have been generated for you to view ocami Cartas STATEMENTS 4 b View siaementt posted in AN m a n DATE DESCRIP THON STATUS Mo Hatoments matcheny cunent cmigra Password Reset In the event you forget your password please click on the Forgot your password on the home page Reset your password in just 4 easy steps Step 1 denotes required field Client ID Go Back to Login You will then be asked to enter your Client ID and an email message will be sent to your address on file Within that email message will be a secure link that will bring you back to WebConnect where you must answer your security question successfully in order to reset your password
5. t has been provided to you by your advisor or during the self registration process explained later in this guide Password The secure password chosen by you or temporarily assigned to you by your advisor NOTE If you currently have access to the existing FundEX Investor website you can continue to use that login id and password for WebConnect Your advisor can provide you with your Client ID and a temporary password by contacting them directly Alternatively you may also use the self registration section Begin by clicking the Register button on the home page Register to access your account online in mi just 2 easy steps Registration Requirements Step 1 Invitation Code Fund Company Account Number Last 3 Digits of SIN lt Date of Birth Account Identification Fund Company Account Invitation Code Number Last 3 Digits of SIN Date of Birth January 2012 eee Begin by entering an Invitation Code Click on the link below the Invitation Code box to find the current code Next enter in one of your Fund Company Account Numbers The fund company account number can be found starting on the second page of your official FundEX statement under the column called Fund Co Account No You may have more than one fund company account but any of them will work for WebConnect registration Additionally the fund company account number s are also available directly on Fund Company account
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