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HOW TO SET UP E-DELIVERY Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely emails on new account communication • Reduce the risk of identity theft by not receiving sensitive ÿnancial information through the mail • Avoid delays that may be associated with postal delivery of account communications • Become more organized and reduce the risk of misplacing important documents 1. Visit arvest.com, drop down the LOG IN TO menu, and select Investments - Wealth. 2. Select Enroll Today! to enroll in e-Delivery. 1

Key Advantages of Electronic DeliveryHOW TO SET UP E-DELIVERY . Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely

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Page 1: Key Advantages of Electronic DeliveryHOW TO SET UP E-DELIVERY . Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely

HOW TO SET UP E-DELIVERY

Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely emails on new account communication • Reduce the risk of identity theft by not receiving sensitive ÿnancial information through the mail • Avoid delays that may be associated with postal delivery of account communications • Become more organized and reduce the risk of misplacing important documents

1. Visit arvest.com, drop down the LOG IN TO menu, and select Investments - Wealth.

2. Select Enroll Today! to enroll in e-Delivery.

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Page 2: Key Advantages of Electronic DeliveryHOW TO SET UP E-DELIVERY . Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely

HOW TO SET UP E-DELIVERY

3. Under e-Delivery Preferences, select Add Email Address(es).

4. Enter either one or two email addresses.

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Page 3: Key Advantages of Electronic DeliveryHOW TO SET UP E-DELIVERY . Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely

HOW TO SET UP E-DELIVERY

5. Enter each email address and conÿrm by entering a second time. Then click Save.

6. Emails will now display. Select Quick Enroll.

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Page 4: Key Advantages of Electronic DeliveryHOW TO SET UP E-DELIVERY . Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely

HOW TO SET UP E-DELIVERY

7. Choose the document types for e-Delivery including: Statements and Reports, Trade Conÿrmations, Notiÿcations and Tax Documents.

Next, choose whether to receive Proxy/Shareholder Communications via e-Delivery, and select which email address to apply them to.

8. If applicable, for Proxy/Shareholder Communications via e-Delivery, choose a 4-digit PIN. Select Save PIN.

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Page 5: Key Advantages of Electronic DeliveryHOW TO SET UP E-DELIVERY . Key Advantages of Electronic Delivery • View documents in a secure, password-protected environment • Receive timely

HOW TO SET UP E-DELIVERY

9. Select I Agree to consent to electronic delivery.

10. A pop-up will open, displaying the e-Delivery enrollments. Click OK.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc. but are underwritten by unafÿliated insurance companies. Trust services provided by Arvest Bank.

Investments and Insurance Products: Not a Deposit Not Guaranteed by the Bank or its Afÿliates Not FDIC Insured Not Insured by Any Federal Government Agency May Go Down in Value

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