Client Access

PORTAL ACCESS ACKNOWLEDGMENT

As a client of Capital Planning, LLC (“CPC”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of CPC Internet web site. I understand that my participation will allow me to review certain investment-related information published by CPC and unaffiliated third parties. This password-protected access is made available to clients of CPC free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold CPC harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

ENVESTNET CLIENT PORTAL USER GUIDE

Charles Schwab & Co., LLC

Charles Schwab & Co., LLC

Client Access
Personal Financial Website

Personal Financial Website

Client Access
Pershing NetXInvestor

Pershing NetXInvestor

Client Access