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Frequently Asked Questions for PNC Wealth Insight®

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What new capabilities will I receive as a PNC Wealth Insight user?

After developing a fluent investment user interface, we went a step further by integrating exclusive features you’ll receive as a valued Wealth Management client. Select paperless statements, grant access to your accounts to an Interested Party, export data using Quicken Direct Connect functionality, consolidate accounts, carry over your Brokerage Plus accounts for online trading, access tax documents, and have access to a highly-seasoned Wealth Management team at your fingertips.

Important Legal Disclosures & Information

PNC Wealth Insight® includes all PNC accounts of which our clients individually are the sole or joint owner, as well as other PNC accounts (“Non-Ownership Accounts”) in which our clients have an interest (for example as a fiduciary, such as a trustee or executor, or beneficiary of a trust) or for which our clients have been authorized to see information.

Based upon our clients’ PNC Online User ID, PNC Wealth Insight® may include information regarding one or more Non-Ownership Accounts. This means that the information available to them on the various PNC Wealth Insight® tabs reflects both assets of which they are a sole or joint owner and the assets of those Non-Ownership Accounts, where they may not directly own the trust or other account assets and may not be entitled to receive the income from the trust or other account. PNC Wealth Insight® helps to identify the Non-Ownership Accounts included in PNC Wealth Insight® by using the following account relationship icon: Future enhancements to PNC Wealth Insight® capabilities may separately identify Non-Ownership Account income or assets in order to refine the information we share with our clients.

Net Worth is provided for informational purposes only and is not to be relied upon by you or any third party to make financial or other decisions. Net Worth may include information on assets not held in a PNC account. PNC does not represent that the value of such assets is accurate or that you have any ownership interest or right to access such assets. PNC obtains information from third party sites once a day. Therefore, the information could be different than shown for your accounts on the third party site. Please refer to the User Agreement for more information.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRAand SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”).

“PNC Wealth Management” and “PNC Wealth Insight” are registered service marks of The PNC Financial Services Group, Inc.

Important Information about Procedures for Opening a New Account 
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.

Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.