PRACTICE360

PROVIDING CLIENT SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES

PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITION, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION