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1. |
Go to www.shareowner2.com and log in. |
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2. |
Select the Accounts tab and the account you wish to use for your
Plan. |
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3. |
Select the Trading tab. |
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4. |
From the Co-Op Trade option, select the Start New Buying button. |
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5. |
Select the securities you wish to purchase and click to Add them
to your Securities Basket. You can search for securities by symbol,
name or sector. To view the entire list of available securities,
click the Find button for All Sectors. |
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6. |
If you want to change your selected stocks in the security
basket, just click the Remove button adjacent to the security you
wish to remove. |
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7. |
Once you have finished adding securities to the basket, click
the Proceed button. |
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8. |
Select your payment and purchase-frequency options. |
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9. |
Indicate the amount you wish to purchase (including commissions)
in the Security Basket section. (To remove securities from or add
them to the current Securities Basket, click the Edit Basket
button). |
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10. |
Once you have entered the investment amounts click the Proceed
button. |
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11. |
Please confirm your instructions to setup the Pre-Authorized
Buying Service. The amount of funds required will be highlighted as
the Withdrawal amount. |
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12. |
Once you are satisfied with the order, confirm it by entering
your trading password in the field provided and clicking Submit. |
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13. |
You will receive a confirmation if it is submitted successfully.
Please print this page or note the reference number for your
records.
Setup of your ShareOwner Plan must be completed by Saturday 11:59
p.m. Eastern Standard Time for the plan’s withdrawal date to
be on the following Monday. Your Co-Op trades will occur on the next
available scheduled trade date based on your plan’s withdrawal
date. |
