Fidelity.com Online Account Access Set Up Instructions

Online access to your accounts with Smith Anglin Financial is set up through www.fidelity.com. Even though our firm is the advisor and administrator of your account we are unable to set up your online access for you due to privacy regulations enforced by the SEC and the US Patriot Act. However, it is relatively simple to set up, please follow the directions below. Please call us first if you have any questions or problems as we may be able to help you. If it is after hours or we are unable to help you may call Fidelity directly at 1-800-544-6666.

Note: If you already have a login for fidelity.com through other sources such as a Fidelity 401(k), Profit Sharing Plan, or Pension plan, our accounts should show up in your list of accounts automatically once they have been opened. You will need to continue using the same fidelity.com login you already have and do not need to set up another one.

1. Go to www.fidelity.com.
2. Just to the right of the Fidelity logo in the upper left hand corner you will see a Log In link, please select.
3. On the right half of the screen under the heading New User there is a link for New User Registration, please select.
4. Input your Social Security Number, select Next>.
5. Input your Account number (any one of your account numbers will do), your Date of birth (MM/DD/YYYY), and the Zip code for your account. Select Next>.
6. Create a Customer ID - Enter New Customer ID (6-15 numbers and/or letters, no special characters).
7. Create a Personal Identification Number (PIN) - Enter and re-type new PIN (6-12 numbers and/or letters, no sequential or single repeating characters, no special characters).
8. Select a security question and answer that will be used to retrieve your PIN if you forget it – Select question and enter answer. Click Submit.
9. Your new User Registration is complete. Select Continue to Fidelity.com.
10. You may now enter a Primary E-mail and Secondary E-mail if you wish before clicking OK. This is not necessary so leave blank if you prefer.
11. Follow the one-time prompts to accept the User Agreements. You will need to select the radio button for Non-Professional Subscriber at the end. Type your own name as the Subscriber and re-type your name as proof of signature.
12. You will now be at the home page showing your portfolio total and list of accounts. When you are done there is a Log Out button just to the right of the Fidelity logo.

To see other family accounts with a different social security number:

The accounts listed on each login are determined by social security number so more than one fidelity login will be required to see all of your family accounts. Viewing access may be granted to anyone who has a fidelity login by following the instructions below.

1. Log in via www.fidelity.com.
2. Click the Accounts & Trade tab, select Update Accounts/Features.
3. In the upper left toolbar, under Account Features, select Account Access Rights.
4. For each account listed, there will be a link to Grant Someone: Inquiry Access.
5. Enter the Social Security Number, First Name and Last Name of the person you wish to view your accounts, select Next>.
6. Confirm the information and select Accept>. You will receive a Confirmation if the access was granted successfully.
7. As soon as you log out and the other person logs in, the account will be visible on both logins.

Don't forget to grant the inquiry access for each account listed to be able to view them all. Inquiry access may be revoked immediately and at any time.

To set up Electronic Delivery of statements, trade confirmations, prospectuses, and some other items:

Clients can enroll in electronic delivery via www.fidelity.com following the directions below.

1. Log in via www.fidelity.com.
2. Click the Accounts & Trade tab, select Update Accounts/Features.
3. In the Communication Options column, select Electronic/Paper Mail Delivery.
4. Below Online/U.S. Mail Preference click Update next to each service you want sent electronically.
5. An online consent form appears to enter e-mail address for delivery and click I Agree.
6. A confirmation message will appear to show your updated preferences.

Selecting electronic delivery reduces the amount of mailed paper items but does not get rid of it completely. Investors are protected under the SEC and for the purposes of disclosure some items must be mailed directly to the client address of record.