Advisortrax™ - Interactive Features

When you use Citi’s Unitrax® and/or Advisortrax, you can capitalize on the capabilities of both products, providing greater functionality in the long run. For example, you can use Advisortrax to:

• Access investor e-mail addresses stored in Unitrax
• Produce printable statements on demand for a desired date range
• Produce a variety of chart and graphs, such as Portfolio Allocation and Market Value Analysis, on demand
• Conduct redemption scenarios that individually break out applicable deductions
• Download transactions to QuickenTM software, Canada’s most popular personal financial software package