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