Subject Line: Operations Update: Your Migration to NetX360 Action Required: Your Migration to NetX360™ As we communicated in the December 17, 2009 Operations Update, we are in the process of ® retiring the NetExchange Pro platform and migrating to Pershing’s new technology solution, ™ NetX360 . System Access At this point we hope you have had a chance to install NetX360 and browse around the application. If you have not installed NetX360, please do so by visiting www.netx360.com/download. If you participated in the beta testing period, you should first uninstall any prior versions of NetX360 from your computer. Once installed, you will be able to access NetX360 using your existing NetExchange Pro User ID and Password. We encourage you to begin using NetX360 as much as possible to perform the daily tasks that you would normally conduct via NetExchange Pro. You will be able to access both applications simultaneously until February 28, 2010. After this date, NetExchange Pro will no longer be accessible. Training Pershing is offering several training sessions to help you become proficient with NetX360. Please attend at least one of these training sessions by February 24, 2009. If you have not registered to attend a NetX360 training session, please visit the Learning Center in The Source via NetExchange Pro or on the Resources menu via NetX360 for a complete schedule of classes. NetX360: New User Wednesdays This session introduces new associates to NetX360, Pershing’s next generation workstation, by reviewing how to access key client data at the single, multiple and group levels. Customization of the workstation and helpful tools are also demonstrated. Be session’s end, you will be able to successfully navigate this powerful business management tool. Pershing e-Learning Website http://elearning.pershing.com Conference Call Numbers: Domestic: 877-322-9648 International: 954-797-0718 Conference Code: 276032 e-Learning Course Password: netx360new Wednesday, December 23, 2009 12:00 PM – 1:30 PM (ET) Wednesday, December 30, 2009 12:00 PM – 1:30 PM (ET) Conference Call Numbers: Domestic: 877-807-5706 International: 225-383-8961 Conference Code: 156976 Wednesday, January 6, 2010 12:00 PM – 1:30 PM (ET) Wednesday, January 13, 2010 12:00 PM – 1:30 PM (ET) e-Learning Course Password: netx360new Wednesday, January 20, 2010 12:00 PM – 1:30 PM (ET) Wednesday, January 27, 2010 12:00 PM – 1:30 PM (ET) Wednesday, February 3, 2010 12:00 PM – 1:30 PM (ET) Wednesday, February 10, 2010 12:00 PM – 1:30 PM (ET) Wednesday, February 17, 2010 12:00 PM – 1:30 PM (ET) Wednesday, February 24, 2010 12:00 PM – 1:30 PM (ET) System Requirements If you have not confirmed that your computer meets the NetX360 system requirements, please do so immediately. ® ® ® Microsoft Operating System Windows Vista (Service Pack 1) Windows 2000 Service Pack 4 or ® XP Service Pack 2 Processor Minimum: 1 gigahertz (GHz) 32-bit (x86) or 64-bit (x64) or faster Recommended: 3 GHz Minimum: 1 GHz or faster Recommended: 2.5 GHz RAM Minimum: 2 gigabytes (GB) or more Recommended: 4 GB Minimum: 1 GB or more Recommended: 4 GB Hard Disk Space 500 megabytes (MB) free or more 500 MB free or more Monitor Resolution 1024 x 768; 32 bit color or higher 1024 x 768; 32 bit color or higher Browser Microsoft Internet Explorer 7.0 or later Microsoft Internet Explorer 6.0 or later Internet Connectivity Internet access capabilities (or a dedicated line to Pershing) Internet access capabilities (or a dedicated line to Pershing) Input Device Microsoft mouse or compatible pointing device Microsoft mouse or compatible pointing device Additional Software Components     Microsoft.NET Framework 2.0 Service Pack 1 or later Sun™ Java Runtime Environment™ version 1.5.0_7 or later (must be installed and enabled) ® ® Adobe Acrobat Reader version 7.0 or later Adobe Flash™ Player 8 or later     Microsoft.NET Framework 2.0 Service Pack 1 or later Sun Java Runtime Environment version 1.5.0_7 or later (must be installed and enabled) ® ® Adobe Acrobat Reader version 7.0 or later Adobe Flash™ Player 8 or later Please submit any questions regarding the NetX360 migration process to [email protected]. Thank you again for your support during the migration process. For more information on NetX360, you may visit www.netx360.com.