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2. Object moved - Account View

   myaccountviewonline.com/AccountView

   Object moved to here.

3. Username - wealthvision.myaccountviewonline.com

   wealthvision.myaccountviewonline.com/lpl/CS/Home

   Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA/SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application.

4. Sign In > Forgot Your Password? -...

   wealthvision.myaccountviewonline.com/lpl/SignIn/PasswordForgot?lpl

   Securities and Advisory Services offered through LPL Financial - A Registered Investment Advisor, Member FINRA/SIPC. Please refer to the Disclaimer page for limitations and conditions regarding this application.

5. Accounts Held at LPL

   myaccountviewonline.com/.../Viewing_Accounts_Held_at_LPL.htm

   Features in the Accounts Held at LPL section. Click on the Account Name to open the context menu. You can then click “view details”, “Positions”, “Transactions”, or “Statements” to go directly to that information for the selected account.

6. Working with the Home Page - Account View

   myaccountviewonline.com/.../working_with_the_home_page/viewing_home_page.htm

   From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your accounts. Asset allocation chart. Value over time chart. Business announcements. Financial headlines and market data. Information on Go Green.

7. Working with the Home Page - Account View

   myaccountviewonline.com/.../working_with_the_home_page/Viewing_Home_Page.htm

   From the Home page you can view information related to your account, current market trends and news. The Home page displays: Summary of your acco unts. Asset allocation chart. Value over time chart. Business announcements. Financial headlines and market data. Information on Go Green.

8. Viewing Account Details

   myaccountviewonline.com/accountview/content/eqhhelp/clientview/working_with...

   This section displays the summary of LPL/Non LPL accounts. The information provided for each account is: To view more details about an account, click to expand an account name. The details displayed for LPL/Non LPL Accounts are mentioned below.

9. Guided Wealth Portfolios - Account View

   myaccountviewonline.com/prospectview/home/IBSFinancialGroup

   Manage your wealth with an investment portfolio matched to your goals. It's an easy online process that requires only $5,000 to get started.

10. Accounts Held Outside of LPL

    myaccountviewonline.com/.../Viewing_Accounts_Held_Outside_LPL.htm

    The Accounts Held Outside of LPL section displays information about each networked outside account in your portfolio. Description of each column in the Accounts Held Outside of LPL section: Column Name

11. Security Information - wealthvision.myaccountviewonline.com

    wealthvision.myaccountviewonline.com/lpl/Legal/Security?lpl

    Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.