Recommended Software Settings - v2020.com

1 Vision2020: Advisor Portal Recommended Software Settings Date March 2, 2018 Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 2 Adobe Reader 11 and DC Access your Adobe Reader Select Edit from the Menu Bar Select Preferences at the bottom of the dropdown Under Categories Select internet Under Web Browser Options Check the box for Allow speculative downloading in the background Uncheck the box for Allow fast web view Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev.

2 3/2/2018 3 Under Categories Select Security (Enhanced) Click the Add Host button In the host name line Add the following URLs https://*. https://*. Click the OK button Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 4 Under Categories Select Trust Manager Click the Change Settings button In the Allow/Block Web Sites section Enter the following URLs and click the Allow button: https://*.

3 Https://*. Click the OK button Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 5 Adobe Reader 10 Access your Adobe Reader Select Edit from the Menu Bar Select Preferences at the bottom of the dropdown Under Categories Select internet Under Web Browser Options Check the box for Display PDF in Browser Check the box for Allow speculative downloading in the background Uncheck the box for Allow fast web view Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev.

4 3/2/2018 6 Under Categories Select Security (Enhanced) Click the Add Host button In the host name line Add the following URLs https://*. https://*. Click the OK button Under Categories Select Trust Manager Click the Change Settings button Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 7 In the Allow/Block Web Sites section Enter the following URLs and click the Allow button: https://*.

5 Https://*. Click the OK button Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 8 internet explorer Microsoft is ending support of previous internet explorer versions that are older the version 11 As of January 12, 2016, only the most current version of internet explorer available for a supported operating system will receive technical supports and security updates. internet explorer 11 is the last version of internet explorer , and will continue to receive security updates, compatibility fixes, and technical support on Windows 7, Windows , and Windows 10.

6 Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 9 internet explorer 11 Settings Go to login page at Select Tools from the browser menu bar Select Compatibility View Settings Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 10 In the Add this website field You will see Click Add should now appear in the section Websites you ve added to Compatibility View Please also add Click Close Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev.

7 3/2/2018 11 Select Tools from the browser menu bar Select internet Options On the General tab in Browsing history section Click the Settings button Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 12 Under Temporary internet Files Click Every time I visit the webpage Click OK On the Security tab Click Trusted sites Then click the Sites button Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev.

8 3/2/2018 13 In the Trusted sites window Add the following URLs https://*. https://*. https://*. Click the Close button On the Security tab In the Security level for this zone section, click the Default level button If the box Enable Protected Mode is not checked, please check it (requires restarting internet explorer ). Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 14 On the Advanced tab Click the Restore advanced Settings button Note: You will need to restart the browser before the changes will take effect Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev.

9 3/2/2018 15 Deleting Temporary internet files Select Tools from the browser menu bar Select internet Options In the Browsing History section, select Delete Check the box titled Temporary internet files Uncheck all other boxes Click Delete Recommended Software Settings | GUIDE For Broker-Dealer Use Only Rev. 3/2/2018 16 Deleting Temporary internet files Check the box titled Temporary internet files Uncheck all other boxes Click Delete