Securities in accounts carried by National Financial services LLC

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The Brokerage Portfolio Account

A Full Service Brokerage Account - with the flexibility to trade and invest in a wide variety of securities.

Invest in thousands of publicly traded securities including stocks, bonds, mutual funds, and U.S. treasuries (even precious metals).

Access over 4,000 fund choices from mutual fund families including Fidelity, Franklin, Alliance, Dreyfus, and Putnam.

Receive $100 million in account protection.

Automatic Money Market Sweep Account
to make settling trades and transactions easier.

Choose from a variety of municipal and taxable money market funds for your money market sweep account.

Your cash never stands idle. Every day all cash dividends, interest, and transaction proceeds over $1.00 are invested automatically in the money market fund of your choice, earning competitive money market returns.

Unlimited Checkwriting - for convenient access to your money market fund or loan balances.

Write as many checks as you like with no minimum amounts.

Order additional checks for your account free of charge.

A VISA Gold Debit/ATM Card - To purchase goods and services and make cash withdrawals-anywhere.

Pay for goods and services anywhere you see the VISA symbol displayed worldwide.
Avoid finance charges and monthly credit card bills. Each debit card transaction is automatically deducted from your money market sweep account.
Receive exclusive features as a VISA Gold cardholder including auto rental discounts, travel accident insurance, emergency card replacement, and more.
Make cash withdrawals at over 450,000 ATM locations.

Margin Account Borrowing - To leverage your purchasing power.

Benefit from lower cost borrowing and no repayment schedules when compared to traditional lending sources.
Access cash without the need to liquidate securities.
Protect your account from overdrafts with a margin line of credit.

Extra options and services to customize your account - You can choose any one or a combination of these services to tailor your account to work more effectively for you.

Bill Center - Make payments to virtually any business, merchant or individual. Authorize when and how much to pay; even set automatic payments. Review transactions on-line.

Direct Deposit - Save time by having your paycheck or social security check invested automatically into your money market sweep account.

Automatic Investment Programs

Periodic Investment Program (PIP) - Purchase mutual funds automatically on a regular basis, to take advantage of dollar cost averaging.
Equity Dividend Reinvestment Program - Automatically reinvest dividends and capital gains distributions.
Systematic Withdrawal Plan (SWP)- Make regular, automatic redemptions from your money market sweep account.

Performance Reporting - Account and Portfolio performance reporting.

Plus the tools you need to keep on top of your portfolio.

A Consolidated Statement - Your monthly statement goes beyond basic account information to provide you with an easy-to-read summary of all your financial activity. Additional features include:
- Asset allocation chart
- An income summary page
- Portfolio detail on securities positions and current market value

Tax Lot Accounting - Provides detailed, essential cost basis and realized and unrealized gain/loss information on statements.

Year-End Tax Reporting - You'll receive a consolidated year-end 1099 form to make tax preparation easier for you. No need to match up multiple forms to get the whole picture; one statement ties it all together.

Annual cost for Brokerage Portfolio account services is $125. Contact your broker/advisor or firm today to learn more about how the Brokerage Portfolio account can help you successfully manage your assets.

Securities in accounts carried by National Financial Services, LLC ("NFS"), are protected by the Securities Investor Protection Corporation ("SIPC") up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional unlimited insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

Accounts carried with National Financial Services, LLC,
Member NYSE, SIPC