SVB Securities

Reporting & Transactions

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Investment Reporting and Transactions: SVB Securities Online Capabilities
SVB Securities' Web site, SVBSecurities.com, is part of our commitment to offering our valued clients high-quality, comprehensive investment services. Our Web site provides you with transaction capabilities and account reporting so that you can monitor your account from one convenient location.

Online Transaction Capability
Our Money Fund Order System allows you to place orders electronically. Use the system to transfer funds between your SVB Silicon Valley Bank deposit account and the money market mutual fund holdings in your SVB Securities investment account. This online function enables you to:

Place secure mutual fund purchase and redemption orders at your convenience, day and night
Submit orders up to 30 days in advance
Check the status of your online order at any point in the transaction process
Communicate your order details in an easy, pre-defined format
Print order confirmations from your computer
View a summary of daily online activity

Online Account Reporting
View and monitor your investment accounts from one convenient location through SVB Securities online reports. This service is exclusively designed to give our brokerage clients secure online access to daily balances, positions and activities, monthly statements and transaction confirmations that are accessible day and night. You also have access to Investment Strategy Outlook — your source for relevant financial and technology news, market data and economic commentary. Our Reports provide:

Monthly statements detailing daily accrued dividends
Printable confirmations for every fixed income trade
Daily account balance, position and activities data
Data sortable by column headings