Additional Tools and User Options

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1 Overview Getting Started Site Navigation Reports Additional Tools and User Options Help and Contact Information

2 OVERVIEW Welcome to U.S. Bank TrustNow. A secure Internet site that provides you with real-time access to your Personal Trust account information. With TrustNow, you can view account balances, holdings, transactions, gain/loss detail and pending trades in your account. Once you sign on, you will be able to monitor your account activity at your convenience. You will also have the ability to print your account information or download account data into a spreadsheet. In addition, you can create customized account reports that fit your needs.

3 GETTING STARTED All you need to get started is: 1. PC with access to the Internet* 2. Web browser with 128 encryption* 3. User ID and password provided by your Relationship Manager *For more detailed information about your PC hardware and software requirements, please review the information provided on our website. Login: STEP 1: Enter the web site address (URL) in your web browser window: STEP 2: Enter your User ID and your Password on the Login Screen. Note: 1. The web address start with https NOT http 2. Bookmark this address on your web browser to simplify your future account log-on process.

4 SITE NAVIGATION The first page presented to you after you login to TrustNow is the Account & Report Selection Page* By using the drop down menu displayed below, you will be able to view a variety of account information and reports as well as options to customize the reports and information to help you use the system. * The method you use for selecting an account is determined by the number of accounts you have. ❷ Account selection menu: Select the account or group of accounts you wish to view. Reports selection menu: Select the report of your choice including: Account Summary, Investment Detail, Recent Activity, Activity Detail, Unrealized Gain/Loss, Account Profile. 3 Account tools menu: Access to account grouping instructions. 4 Site options menu: Access to links such as , Help, and Logout.

5 REPORTS Account Summary Report: Provides a snapshot of assets in an account by asset type, including the current market value well as a pie chart showing the relative weighting.

6 REPORTS Investment Detail Report: Displays information about each of your portfolio holdings, including current value, current price, estimated annual income, yield, total cost and unrealized gain/loss. Note :Use the Report Options link to customize the view of your Investment Detail report.

7 REPORTS Recent Activity Report: Displays up to five of your most recent transactions for all activity categories. To display recent activity for only one specific category (e.g. Purchases or Sales), click on the link for that category under the Recent Activity report heading.

8 REPORTS Activity Detail Report Provides a a chronological view of your account activity including totals by Additions, Income, Other, Purchases, Sales and Withdrawals.

9 ADDITIONAL TOOLS AND USER OPTIONS 1 Report Options The Report Options link allows you to customize the default view of the Investment Detail and Activity Detail reports. Downloading Information The Extract link in the Investment Detail, Activity Detail and Unrealized Gain/Loss reports allows you to download information into a Microsoft Excel spreadsheet. 3 Glossary The Glossary link provides definitions of all of the terms on the pages being viewed. 4 Printing The Printing Version link displays information in a more printerfriendly format.

10 HELP AND CONTACT INFORMATION Help Please review our on-line help section for general questions and help using the system. Contact Information Please contact Private Client Group or your Relationship Manager to find out how you can enroll and take advantage of U.S. Bank TrustNow. For questions concerning your password, User ID or system functionality, please contact our Trust Resolution Center at , Monday through Friday from 6:30 a.m. to 7:00 p.m. CT. To find a Private Client Group location near you, please visit and click on our location finder. Contact your Personal Trust Relationship Manager directly if you have questions about your accounts.