Common use of Access by your Advisors Clause in Contracts

Access by your Advisors. (i) If you would like to grant your advisors access to the Online Service, please contact your client service team to make the appropriate arrangements. If you grant access to such specified third parties, they will be able to view all information related to you and your accounts (including family member accounts and other accounts that are linked to your accounts) and assets provided through various designated sections of the Online Service (the “Client Information”), as well as any other information provided by those sections of the Online Service (“Other Information”). (ii) Your Responsibilities After you have granted your Agent(s) and/or Attorney(s)-in-Fact access to the Online Service by making the necessary arrangements through your client service team, your Agent(s) and/or Attorney(s)-in-Fact will be given a user name and individually selected password, which we will transmit to them. It is your responsibility to ensure that your Agent(s) and/or Attorney(s)-in-Fact will not share their passwords with any person and will take all reasonable precautions to keep the passwords confidential and to prevent unauthorized access. Upon the conclusion of each session your Agent(s) and/or Attorney(s)-in-Fact must log off the Online Service to ensure that no one else can enter your account if they leave their computer unattended. You agree to take full responsibility for the consequences of any unauthorized access, including responsibility for all orders entered through and under each of your Agent's and/or Attorney-in-Fact's passwords. Any orders received by X.X. Xxxxxx will be deemed to have been received by us at the time received and in the form received. You assume full responsibility for the disclosure of any confidential information by your employees, Agent(s), Attorney(s)-in-Fact or other third parties. You must notify us or ensure that your Agent(s) and/or Attorney(s)-in-Fact notify us immediately by calling 000-000-0000 (or 302-634-5115) if you are an international client) if you or they become aware of: • the loss or compromising of any password or other secure access information entrusted to your Agent(s) and/or Attorney(s)-in-Fact • any unauthorized use of your password(s) assigned to Agent(s) and/or Attorney(s)-in-Fact • any inaccuracies in your personal or account information You agree to hold us harmless from any loss or liability resulting from acting, purporting to act or disclosing any information in accordance with your authorization pursuant to electronic or other written instructions granting View Only, View and Update and View and Transact privileges on the Online Service to your Agent(s) and/or Attorney(s)-in-Fact.

Access by your Advisors. (i) ‌ i. If you would like to grant your advisors access to the Online Service, please contact your client service team to make the appropriate arrangements. If you grant access to such specified third parties, they will be able to view all information related to you and your accounts (including family member accounts and other accounts that are linked to your accounts) and assets provided through various designated sections of the Online Service (the “"Client Information”"), as well as any other information provided by those sections of the Online Service (“"Other Information”"). Any authorized third party whom you permit access to the Web site will also be able to print out any Client Information or Other Information. (ii) . Your Responsibilities After you have granted your Agent(s) and/or Attorney(s)-in-Fact access to the Online Service by making the necessary arrangements through your client service team, your Agent(s) and/or Attorney(s)-in-Fact will be given a user name and individually selected password, which we will transmit to them. It is your responsibility to ensure that your Agent(s) and/or Attorney(s)-in-Fact will not share their passwords with any person and will take all reasonable precautions to keep the passwords confidential and to prevent unauthorized access. Upon the conclusion of each session your Agent(s) and/or Attorney(s)-in-Fact must log off the Online Service to ensure that no one else can enter your account if they leave their computer unattended. You agree to take full responsibility for the consequences of any unauthorized access, including responsibility for all orders entered through and under each of your Agent's and/or Attorney-in-Fact's passwords. Any orders received by X.X. Xxxxxx will be deemed to have been received by us at the time received and in the form received. You assume full responsibility for the disclosure of any confidential information by your employees, Agent(s), Attorney(s)-in-Fact or other third parties. You must notify us or ensure that your Agent(s) and/or Attorney(s)-in-Fact notify us immediately by calling 000-000-0000 (or 302-634-5115) if you are an international client) if you or they become aware of: • the loss or compromising of any password or other secure access information entrusted to your Agent(s) and/or Attorney(s)-in-Fact • any unauthorized use of your password(s) assigned to Agent(s) and/or Attorney(s)-in-Attorney(s)-in- Fact • any inaccuracies in your personal or account information You agree to hold us harmless from any loss or liability resulting from acting, purporting to act or disclosing any information in accordance with your authorization pursuant to electronic or other written instructions granting View Only, View and Update and View and Transact privileges on the Online Service to your Agent(s) and/or Attorney(s)-in-Fact.