St ifel Mobile. Available for both iphone and Android Platforms Minimum operating requirements: ios 4.3 or higher/android 2.

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Russell Clinton Fletcher
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1 Stifel Mobile St ifel Mobile Available for both iphone and Android Platforms Minimum operating requirements: ios 4.3 or higher/android 2.3 or higher 1

2 Stifel Mobile - Downloading To install Stifel Mobile on an Android, navigate to and open the Google Play Store app. Key in Stifel, and open the result that reads Stifel Mobile. Select INSTALL. When the app permissions window appears, select ACCEPT. After the download is complete, select OPEN to launch Stifel Mobile. 2

Store, key in Stifel, and open Stifel Mobile from

Select FREE once, and then it will turn into an

3 Stifel Mobile - Downloading To install Stifel Mobile on an iphone, navigate to and open the App Store. Select the search feature at the bottom of the App Store, key in Stifel, and open Stifel Mobile from the choices listed below. Select FREE once, and then it will turn into an INSTALL button. Select INSTALL, and it will install Stifel Mobile to your home screen. Locate Stifel Mobile and launch the app. 3

Stifel Mobile - Navigation Navigation controls for Stifel Mobile

contains the Log In page for Stifel Mobile.

4 Stifel Mobile - Navigation Navigation controls for Stifel Mobile are located along the top and bottom of the Screen The Home tab contains the Log In page for Stifel Mobile. The Contact Us tab provides contact information for Stifel Client Services Department. The Locations tab allows you to search for a Stifel location near you. The FAQ tab provides frequently asked questions regarding Stifel Mobile. 4

5 Stifel Mobile Signing In To log in to Stifel Mobile, select the Log In box. Enter your Client ID and password, and press Log In. If you do not have a Client ID and Password, please go to and sign up for Stifel Access. You can select Save ID to have your Client ID auto-populate for future logins. 5

Stifel Mobile - Accounts Note: Values can be refreshed by dragging down on the screen you wish to refresh.

Select the account you wish to view for more detail.

A list of the account holdings will populate, showing Price/Quantity, Daily Change, and Market Value.

6 Stifel Mobile - Accounts Note: Values can be refreshed by dragging down on the screen you wish to refresh. Upon login, a summary of your portfolio values will appear. Select the account you wish to view for more detail. The Holdings page will display the account detail for the portfolio selected. A list of the account holdings will populate, showing Price/Quantity, Daily Change, and Market Value. Selecting a position will enable you to view additional security information. Selecting Get Quote will pull up the selected security within the Quotes tab. Market Prices are delayed by 15 minutes. Contact your Financial Advisor for current price quotes. 6

Stifel Mobile - Accounts The Balances page will display the

The Orders page will display any order executed on the

7 Stifel Mobile - Accounts The Balances page will display the value of each asset class that makes up the total account value. The Activity page will display all transactions for the last three months. Each column is sortable by selecting the appropriate heading. The Orders page will display any order executed on the current date and any Good Till Cancel orders outstanding. Each column is sortable. Selecting an order will enable you to view additional order detail information. 7

To view a different Exchange, select Exchange and choose from either the NYSE, NASDAQ, or AMEX.

8 Stifel Mobile - Markets The Markets page will display lists of securities for a specific Exchange. It will default to display the Most Active Securities. To view a different Exchange, select Exchange and choose from either the NYSE, NASDAQ, or AMEX. The Gainers tab will display a list of securities with the greatest percentage gains of the day for the selected Exchange. The Losers tab will display a list of securities with the greatest percentage losses of the day for the selected Exchange. Market Prices are delayed by 15 minutes. Contact your Financial Advisor for current price quotes. 8

To view a chart for the selected symbol, rotate phone to landscape view.

9 Stifel Mobile - Quotes The Quotes page will allow you to view information on an individual security. To do this, key in a symbol in the white search field and press Go on your mobile device keyboard. To view a chart for the selected symbol, rotate phone to landscape view. To change the date range on the chart, select the desired tab located below the chart. Pressing any location on the chart will provide you that day s closing price and volume. Market Prices are delayed by 15 minutes. Contact your Financial Advisor for current price quotes. 9

Stifel Mobile - Quotes To find news articles

To see the full news article, select the

and scroll down to the proper Expiration

10 Stifel Mobile - Quotes To find news articles for a company, select the News tab. To see the full news article, select the desired headline from the list provided below. To pull up Stock Options on a security, select the Options tab. To change the option, select Change Option and scroll down to the proper Expiration Date, Strike Price, and Type. Market Prices are delayed by 15 minutes. Contact your Financial Advisor for current price quotes. 10

To log out of Stifel Mobile, select Log Out in the upper right and

11 Stifel Mobile The More icon shows the contact information for Stifel Client Services. To log out of Stifel Mobile, select Log Out in the upper right and then select Log Out again once the popup appears. Stifel, Nicolaus & Company, Incorporated Member SIPC & NYSE 11

12 Apple, the Apple logo, iphone, and ipad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc.

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