Manage Direct puts all the tools in one convenient place so you can manage your:

• Account Information - edit your securities registration list, bank information, and personal data.

• Linked Accounts - establish and access Minor accounts for your children or Custom accounts for specific savings goals.

• Securities - redeem, transfer, change registrations, schedule purchases, and more.

• Shared Securities - view details and manage redemptions for securities with granted View and Transact rights.

• Taxes - view yearly taxable transaction reports and print IRS Form 1099-INT.

• Smart Exchange^SM - manage electronic versions of the paper securities you traded in through SmartExchange^SM in your Conversion Linked Account.