B B & T

T A M L I N K

BB&T TAMLink®

Now you can check the status of your asset management or trust account at BB&T whenever you want. With free* access to BB&T TAMLink and your unique user ID and password, you can review, download and print account information – eliminating the need to wait until month’s end to view recent transactions.

TAMLink is timely, with transactions updated daily from the Trust accounting system.

TAMLink also offers you the choice of online statements. Online statements are available by the third business day of the month. In addition, annual statements are available via TAMLink and by mailed hard copy.

STEP 2

Select TAMLink under the

Business Services Logon

dropdown and click Go.

STEP 1

Go to BBT.com. Choose the Business tab at the top of the page.

* BB&T TAMLink is free to BB&T Retirement and Institutional Services customers. For customers choosing both BB&T TAMLink statements and mailed statements, a modest cost per mailed statement may be charged.

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STEP 3

Enter your unique User ID and Password and enter or click the Logon button.

STEP 4

Ensuring the security of your personal information online is a top priority for us. When you sign in to TAMLink for the fi rst time, you will be asked to create your new password. Click Continue, and you will be asked to set up three challenge questions. Passwords and challenge question answers are case sensitive, so properly safeguard your responses for future use. You will routinely answer a challenge question when accessing TAMLink. Once you complete the challenge questions, select Continue to Your Account.

If you forget your password or lock yourself out of TAMLink, select the I Forgot My Password tab on the login page and you will be prompted to answer a challenge question. Once the challenge question is satisfi ed, a new password will be emailed to you. You will be prompted to change this password on your next login. Please note: in order for the I Forgot My Password tab to work, you must add a valid email address to TAMLink. This can be done on the User Options tab.

STEP 5

Your landing page is customizable through User Options>Start Page Options. You may choose Accounts, Investment Summary, or Holdings.

You have the ability to toggle between accounts by using the drop down feature located in the upper right portion of every screen.

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STEP 7

TAMLink provides these reporting options.

STEP 6

Online Help

Online help is available in the upper right corner of each screen. When clicked, the Help feature will open in a new window, so please ensure your pop-up blocker is not enabled for this site. The Help feature provides complete instructions for all areas within TAMLink. To exit, simply close the pop-up box.

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HomeYour selected landing page that can be confi gured in User Options>Start Page Options. You may choose Accounts, Investment Summary, or Holdings.

Available CashShows a summary of cash available in your account.

TransactionsOffers the ability to review transactions within your account for specifi ed date ranges up to 12 months into the past.

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HoldingsShows a detailed list of assets within your account. You can add columns by clicking the plus (+) sign located at the far right of the column header and choosing from one of the available data elements. You can also remove a column by clicking the “x” that appears to the right of a column’s name.

Clicking on a specifi c holding will yield tax lot information. Clicking on a ticker symbol, if available, will link you to Yahoo Finance. Available sort options include: Security Name, Investment Category, Industry Sector, or Investment Category then Sector.

Tax LotsDisplays a list of holdings with tax lot level information.

Cash ProjectionProvides a view of anticipated cash receipts and disbursements for your account over a user-defi ned time period, up to 99 days into the future. Projections are limited to and based upon information present within the Trust accounting system.

AccountsA summary view of account information (i.e., market value, tax cost, cash balance, etc.) for all accounts.

File DownloadDownload account information in one of six supported formats: Excel, Comma Delimited, Semi-Colon Delimited, Tab Delimited, Fixed Length, or Quicken. Save a download template based on need for future use.

My ReportsOnline statements are available here.

STEP 8

Additional Reporting Information

Certain reports may be viewed using trade date or settlement date accounting methodology and may also be viewed as of a specifi c date. You may print and export information from specifi c reports by clicking the export or print icons.

The Investment Summary option for your landing page has certain features unique to it. The report provides a visual summary of your account by Asset Category.

By clicking on each category, the application expands to show all assets that belong to that category. Once a category is expanded, you can further expand each holding to view tax lot details or you view information on Yahoo Finance by clicking on a ticker symbol (when available).

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Technical requirements: A personal computer or compatible mobile device with Internet access running one of the following browsers of equal or newer version: Internet Explorer (IE) 9.0; Chrome 27.0; Safari 6.0.5; Fire Fox 25.0.1; or Opera 17.0. Browsers not listed here or older versions may not be compatible with the application. The number of securities and transactions in your portfolio, and the capacity of your computer, data line, browser and ISP may affect the speed of retrieval of account data to your computer screen.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC. Only deposit products are FDIC insured.

Services provided will be itemized and customized to each plan. All services listed may or may not be included, depending on the specifi c needs of the plan sponsor and participants. Investment solutions are provided by Branch Banking and Trust Company. Investment advisory services are provided by BB&T Institutional Investment Advisers, a wholly owned subsidiary of Branch Banking and Trust Company.

Securities and Advisory products or services are:

BB&T and its representatives do not offer tax or legal advice. Consult your individual tax or legal professional concerning your personal situation.

© 2016, Branch Banking and Trust Company. All rights reserved.

C0016900002

Rev. 6/1/16

NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

NOT FDIC INSURED

MAY GO DOWN IN VALUE NOT GUARANTEED BY THE BANK