ID/Password Requirements. Initial authentication of a shareholder in FAN Web is accomplished with account number and Social Security Number (SSN) and is used to issue a personal identification number (PIN) to the shareholder. Thereafter, shareholder authentication may be accomplished by any of the three following methods, determined by the FAN Web options selected by the Trust: Method One Required – Account number is used as the identification (ID) of the shareholder. Required – The PIN is used as the access to the entered account. Optional Requirement – Social Security Number (SSN) may be chosen as an additional required field by the Trust, as part of the FAN Web options, to add another level of authentication to access the entered account number. Method Two Required – Social Security Number (SSN) of the shareholder.
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Samples: Transfer Agency and Services Agreement (ALPS Series Trust), Alps Series Trust (ALPS Series Trust), Alps Series Trust (ALPS Series Trust)
ID/Password Requirements. Initial authentication of a shareholder in FAN Web is accomplished with account number and Social Security Number (SSN) and is may be used to issue a personal identification number (PIN) to the shareholder. Thereafter, shareholder authentication may be accomplished by any of the three following methods, determined by the FAN Web options selected by the Trust: Method One Required – Account number is used as the identification (ID) of the shareholder. Required – The If a PIN is issued, the PIN is used as the access to the entered account. Optional Requirement – Social Security Number (SSN) may be chosen as an additional required field by the Trust, as part of the FAN Web options, to add another level of authentication to access the entered account number. Method Two Required – Social Security Number (SSN) of the shareholder.
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Samples: Transfer Agency and Services Agreement (USCF Mutual Funds Trust)