www.SchwabAlliance - Logon

1 Schwab Signature Alliance Quotes & Research Tab Advantages a. Markets b. Industries login Page c. Stocks d. Mutual Funds At a Glance Tab e. Fixed Income a. My Profile f. Watch List b. Schwab Alerts Page Planning Tab c. My Benefits a. Charitable Giving Account Tab b. Your Tax Tools a. Balances Banking Tab b. Positions a. Investor Checking c. Performance b. Checking Setup d. History c. Lending e. Transfers & Payments d. Credit Card f. Specialty Accounts Trade Tab Priority Service Team a. Stocks b. Extended Hours c. Mutual Funds d. Options e. Bonds f. CDs g. Order Status This presentation reflects information that is designed to be informational in nature, for the specific purpose of providing an overview of the Schwab Signature Services Alliance Web site. Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any investment decision. Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy sell or continue to hold any investment 2004 Charles Schwab & Co.

2 , Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Schwab Signature Alliance Advantages Schwab Signature Alliance is a premium package of benefits designed to complement the expertise and personal services of an investment advisor Premium Products and Services Access your accounts online day and night and receive professional support through Schwab Signature Alliance . This premium suite of services includes Schwab's award-winning technology, real-time data and a dedicated support team to complement your advisory relationship, including the following online features: Real-time balances and positions Electronic delivery of trade confirmations and regulatory documents Cash management tools Trade order status Schwab Bank services How to Get More Information To access Schwab Signature Alliance benefits, call your dedicated Schwab Alliance team at , Monday Friday, 8:30 7 EST.

3 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu login Page The client-level login page enables users to access all Schwab accounts online. Clients can enter the via any Schwab login page 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu At a Glance Tab Provides a snapshot of account information and holdings, watch lists, market commentary and more 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu At a Glance Tab: My Profile Provides a snapshot view and online edit capabilities for client contact information 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab.

4 (2005-1265). To Menu At a Glance Tab: Schwab Alerts Clients can enroll themselves in electronic trade notifications and other Web- generated notifications; including regulatory, account, and research alerts 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu At a Glance Tab: My Benefits Provides quick access to the premium benefits available to clients of advisors 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab Provides real-time account information, including balances, positions, transaction history and more 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab: Balances Access to real-time cash and security balances and fund availability in one location 2004 Charles Schwab & Co.

5 , Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab: Positions Provides real-time positions with links to news and charts on account holdings 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab: Performance Real-time view of the performance of positions held in an account 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab: History Clients can view real-time positions with links to news and charts on their holdings 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab: Transfers & Payments Provides cash management tools, such as online bill payment, direct deposit and electronic fund transfers.

6 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Account Tab: Specialty Accounts Clients can set up access to their 529 College Plan account information 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: Stocks Provides access to trade functionality and order status information 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: Extended Hours Provides access to after-hours trade functionality 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: Mutual Funds Provides online mutual fund trading capability 2004 Charles Schwab & Co.

7 , Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: Options Provides option trading access dependent upon the client's options trading level approval 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: Bonds Provides access to online bond trading capability 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: CDs Provides CD information and directions on how to place an order 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Trade Tab: Order Status Provides trade status of stocks, mutual funds, options, and fixed income products 2004 Charles Schwab & Co.

8 , Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Quotes & Research Tab: Markets Market, equity, and industry information and research from respected sources, as well as, the ability to set up a customized watch list 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Quotes & Research Tab: Industries Sector and industry information and comparison charts 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Quotes & Research Tab: Stocks Equity research reports from top industry analysts and the ability to find stocks using select criteria via the Stock Screener 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab.

9 (2005-1265). To Menu Quotes & ResearchTab: Mutual Funds Clients can find and compare mutual funds using the fund search and compare funds links 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Quotes & Research Tab: Fixed Income Provides research tools and allows clients to compare fixed income products 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Quotes & Research Tab: Watch List Set up a customized watch list along with daily or weekly email notifications of your selections 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Planning Tab Provides web-based calculators, tax tools, and more 2004 Charles Schwab & Co., Inc.

10 All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Planning Tab: Schwab Fund for Charitable Giving Clients have access to uniquely flexible way to manage their giving and a tax-smart way to support charities 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Planning Tab: Tax Planning Provides clients with efficient tax reporting tools 2004 Charles Schwab & Co., Inc. All rights reserved. ("Schwab") Member SIPC. Schwab Institutional is a Return division of Schwab. (2005-1265). To Menu Banking Tab One-stop access to Charles Schwab Bank services, including lending and credit card services Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any decision. Rates reflected are for illustrative purposes only and may or may not reflect current rates.