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Viewing Account Balances You may view your “Account Balance” by clicking the appropriate section below or via the menu bar along the top of the page. Account Balance This allows you to view your account balances by Investment, Asset Class, and Source. Fund Prospectuses and any Fee/Trading rules will also be available on this page. This page defaults to the investment view. Here you will see your account detailed out by investment. If a prospectus or trading fee/rule applies to any of your funds you will see the applicable icon next to it. Simply click the icon to view the information. To change the way you are viewing your account balance simply click the “Asset Class” or “Source” tabs. You may also view your account by “Source” by clicking the applicable tab. This tab allows you to view your account by asset class. To see the underlying investments of each class simply click the “+” icon next to the class to view the underlying detail. This tab allows you to view your account balances by “Source” types. To view the underlying funds of each source simply click the “+” icon next to the source and the detailed information is provided. Note At anytime while viewing these tabs you may click “Change Investment Elections” or “Transfer Funds” to make changes to your account. This concludes the “Account Balance” section of our tutorial. If you have any questions please call a service representative at 801.486.3087.