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Customize your homepage based on your own preference. In each widget, you can change what information is presented and how it is presented.

Edit your widgets

1. From your home screen, touch and hold the widget you¡¯d like to edit.
2. In the pop-up menu, choose ¡®Edit Widget¡¯
3. You can now edit the widget to your preferences.

Arrange widgets:

1. On your?home screen, touch and hold the widget you'd like to move.
2. Drag the widget to a new location.

Add a widget:

1. Scroll to the bottom of your home screen.
2. Tap the ¡®Edit home screen¡¯ button.
3. Under ¡®Available widgets¡¯, choose the widget you would like to add
4. Choose ¡®Save¡¯

Remove a widget:

1. From your?home screen, touch and hold the widget you¡¯d like to remove
2. In the pop-up menu, choose?¡®Remove widget¡¯
3. Then tap ¡®Remove¡¯
4. The widget no longer appears on your home screen

Favorites

Set up favorites to see your most relevant?accounts and portfolios?at a?glance:

Shortcuts

Set up shortcuts to access frequently used functions even more easily via shortcuts:

Log in to your ÃÛ¶¹ÊÓƵ Digital Banking account, navigate to 'Assets' section from the bottom menu. Here, you will see a detailed overview of your assets by business relationship levels, including account balances, investments, and other holdings.

You?cannot use ÃÛ¶¹ÊÓƵ Mobile Banking on tablet. You can use your browsers (such as Chrome, Safari) on your tablet to access ÃÛ¶¹ÊÓƵ E-Banking.

Whenever you login to ÃÛ¶¹ÊÓƵ Mobile Banking, you will first need to be authenticated which will require a connection to the internet. This is for your security, as none of your portfolio information is stored on ÃÛ¶¹ÊÓƵ Mobile Banking.

No, ÃÛ¶¹ÊÓƵ Wealth Management clients can use ÃÛ¶¹ÊÓƵ Mobile Banking for free.

Clients of ÃÛ¶¹ÊÓƵ Advice? are reminded to refer to Section VII of the Investment Services Terms and Conditions and specifically to Clause 3 for information about the criteria applied by the firm in monitoring the client's portfolio and the limitations of the service. As part of the monitoring process, the firm¡¯s staff regularly reviews and validates the monitored results before any?ÃÛ¶¹ÊÓƵ Portfolio Health Check are delivered to the client.

Following from the monitoring results of the ÃÛ¶¹ÊÓƵ Portfolio Health Check, the firm¡¯s proprietary advisory engine may generate investment recommendations that either: (1) identify asset class and sub-asset class allocation of a client's portfolio that should be re-balanced due to deviation against the target asset allocation for the selected investment strategy of the portfolio to optimize alignment with the target asset allocation; or (2) identify a switch recommendation to investments with similar characteristics where the?ÃÛ¶¹ÊÓƵ Portfolio Health Check trigger an alert.

Additionally, the firm¡¯s in-house investment specialists may also generate investment recommendations based on the firm¡¯s internal research and other publicly available information. All such investment recommendations are further assessed with?ÃÛ¶¹ÊÓƵ Portfolio Health Check and investment suitability tools and the results are reviewed and validated by the firm¡¯s staff before any investment recommendations are delivered to the client.

For avoidance of doubt, there is no automated portfolio rebalancing and the recommendations above are provided for your consideration and further action.

Our portfolio-based approach is how we monitor the risk level of your portfolio against your selected risk tolerance. Download the factsheet for more details: