DISCLOSURES 1

• How do I view disclosure information on Funds Transfer?

EXTERNAL ACCOUNTS VERIFICATION 11

• How do I verify an account before making a transfer?
• Why don't all of the accounts I've added appear on my Transfer Funds page?
• How can I get my external accounts verified using the trial deposit verification method?
• Why do I have to verify my external accounts?
• What if the trial deposit(s) made to my account fails?

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SECURITY AND SYSTEM REQUIREMENTS 2

• What is required to use Funds Transfer?
• How secure are my Funds Transfer and personal information?

Using Funds Transfer 25

• Can I set up a funds transfer now to be executed at a future date?
• Can I set up regularly recurring funds transfers?
• Can I transfer funds into someone else's account?
• Can I transfer money internationally using Funds Transfer?
• Can I use this service to transfer money between my accounts at Tower?

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EXTERNAL ACCOUNTS ELIGIBILITY 3

• Which accounts are eligible for Funds Transfer service?
• Which accounts are not eligible for the Funds Transfer service?
• Can I transfer funds to or from any financial institution or brokerage house?

FEES AND LIMITS 4

• How much does the Funds Transfer service cost?
• How much money can I transfer per transaction and per 30-day rolling period?
• Is there a minimum transfer amount for each transaction?
• What are the qualification rules for high limit inbound transfers?

SIGN UP 6

• What is Funds Transfer?
• How do I sign up for Funds Transfer?
• How do I add/change/delete investment accounts in my Accounts Portfolio?
• How do I find my account number and/or ABA Routing Number?
• What if my brokerage doesn't appear on the "Available Brokerages" list?

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