How to: Obtain Online Access

Follow these instructions if you wish to link your Shareholder Account to your Web Account to obtain Online Access.

Step One: Login to Transfer Online Web Application

1. Open a web browser.

2. Go to the Login Page for the Transfer Online web application.

   Still Need to Signup?

   See How to Signup as a Shareholder for more details.

   

   Fig. 7 TOL Login Page

Step Two: Navigate to the Account Linking Workflow

1. Select the Add / Remove Accounts option at the top of the page:

   

   Fig. 9 Add / Remove Accounts

2. Select the Add An Account option.

   

   Fig. 11 Add Account, Button Location

Step Three: Begin Workflow to Obtain Online Access and Link Accounts

1. Begin the workflow for linking accounts.

2. Click YES or NO for each option that appears.

   

   Fig. 13 Step 1: Do You Have a Security Code?

3. Continue to Step Four: Determine Method to Verify and Link Account.

Step Four: Determine Method to Verify and Link Account

See below for more comprehensive guides for each of the three methods that exist throughout the workflow:

• Method One: Use a Security Code

• Method Two: Use Information From Certificate

• Method Three: Provide General Account Information