7 WAYS TO PREVENT NIGO HOW TRUST COMPANY OF AMERICA CAN HELP YOU ELIMINATE NIGO Our powerful technology platform, Liberty, not only allows you to trade and rebalance on any device, but it also includes capabilities to help you avoid NIGO anytime, anywhere: • A built-in CRM that captures client info electronically • An integrated proposal generator that uses data from the CRM CRM • The ability to automatically pass your data to the account registration process, filling out all the correct forms • Integrated eSignature capabilities through DocuSign Please contact us at 1-800-955-7808 or visit trustamerica.com/liberty-NIGO to learn more. Investor Portal eSignature Trading Document Vault Premium add-on feature 1 InvestmentNews, “Financial adviser rises in list of top jobs,” Jan 2015. 3 2012 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms. About Trust Company of America Trust Company of America (TCA) is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support exclusively to RIAs. Since 1972, TCA has been a dedicated champion of RIAs, committed to personally helping them optimize their portfolios, streamline their business processes and achieve their full potential — all without competing for their clients. Visit trustamerica.com to learn more. © Trust Company of America (TCA). All Rights Reserved.

Member FDIC Insured – No Bank Guarantee – May Lose Value. Advisor Insights 4 .