I N S TA LL AT I O N G U I D E M SERIES
Inside the Box
S T R I K E P L AT E STRIKE BOX
Hardware X2 X1 X1 X1 X1
X2 X2 X4 X2 X2 X2
HANDING +HUH·V KRZ WR PDNH FKDQJHV WR WKH ÀHOG UHYHUVLEOH PRUWLVH FDUWULGJH EDVHG RQ \RXU GRRU KDQGLQJ DQG VZLQJ
How to change the latch-bolt position: 1 Remove the set screw with the Allen wrench.
2 Pull the latch-bolt out of the lock.
3 Rotate the latch-bolt 180° and reinstall into the lock. Push the latch-bolt into the lock and then release.
4 Reinstall the set screw and tighten securely with the Allen wrench.
How to change the locking slide position: 1 Remove the two screws as shown below.
2 Reinstall the screws on the opposite side of the mortise cartridge. THE SCREWS SHOULD BE ON THE INTERIOR SIDE OF THE DOOR.
PERMANENT POWER WIRING 2SWLRQDO SUHSDUDWLRQ IRU SHUPDQHQWO\ SRZHULQJ WKH GHYLFH
1 Remove cap from mortise power cable.
2 Connect power wires (12-24VDC) to mortise power cable with dolphin connectors.
I N S TA L L AT I O N
1 Prepare the door according to the template provided. Install the mortise cartridge as shown and secure with two screws. Feed the cable through as shown. Avoid pinching or pulling on the cable. 1.1 Place the thumb-turn spindle to help balance the inner mounting plate while assembling the handle in the next step. CABLE ROUTING Shown for left-handed door. For right-handed doors, the mortise cable is fed through the hole furthest from the door edge.
2 Put the outer & inner spindles (screw side) in the mortise hub and hand tighten the screw. Place the mounting plate on the inner spindle. Add the outer & inner levers. Lastly, put the posts through the outer lever trim holes and connect the lever screws through the inner lever trim holes. CABLE ROUTING Double check cable aligns with plastic guide leg.
3 Guide escutcheon onto the outer lever trim. Feed the wire harness through the door hole as shown. Avoid pinching the wire harness. Screw the cylinder into the lock. Tighten the screw on the cylinder side. WARNING AVOID DAMAGING THE SWITCH WITH THE SCREW DRIVER.
4 Secure the inner mounting plate. Route the wires as shown. Plug the mortise cable and the wire harness into the appropriate connectors on the circuit board. Secure the inner mounting plate with three mounting screws. Push additional slack from the wires back into the door. Click! SCALP SCREWS Click! WARNING O V E R -T I G H T E N I N G M AY WA R P H O L L O W D O O R S .
5 Line up the battery plate to the inner mounting plate, secure with the two battery tray mounting screws. IMPORTANT Make sure that the cables are properly TFU PO UIF CFUXFFO UIF QMBTUJD mOT WARNING AVO I D P I N C H I N G T H E C A B L E S B E T W E E N T H E B AT T E R Y T R AY A N D T H E M O U N T I N G PL AT E .
6 Load six AA non-rechargeable alkaline batteries. Guide the inner cover over the lever trim. Use the two mounting screws to secure the inner cover. IMPORTANT Check lock for correct operation before closing the door. Also, the thumbturn should be pointed up when the bolt is retracted. BACK COVER SCREWS WARNING I N CO R R EC T B AT T E RY O R I E N TAT I O N C A N C AU S E DA M AG E . N E V E R M I X N E W A N D O LD B AT T E R I E S .
Federal Communication Commission Interference Statement 7KLV GHYLFH FRPSOLHV ZLWK 3DUW RI WKH )&& 5XOHV 2SHUDWLRQ LV VXEMHFW WR WKH IROORZLQJ WZR FRQGLWLRQV 7KLV GHYLFH PD\ QRW FDXVH KDUPIXO LQWHUIHUHQFH DQG WKLV GHYLFH PXVW DFFHSW DQ\ LQWHUIHUHQFH UHFHLYHG LQFOXGLQJ LQWHUIHUHQFH WKDW PD\ FDXVH XQGHVLUHG RSHUDWLRQ 7KLV HTXLSPHQW KDV EHHQ WHVWHG DQG IRXQG WR FRPSO\ ZLWK WKH OLPLWV IRU D &ODVV % GLJLWDO GHYLFH SXUVXDQW WR 3DUW RI WKH )&& 5XOHV 7KHVH OLPLWV DUH GHVLJQHG WR SURYLGH UHD
Industry Canada statement: 7KLV GHYLFH FRPSOLHV ZLWK ,6('·V OLFHQFH H[HPSW 566V 2SHUDWLRQ LV VXEMHFW WR WKH IROORZLQJ WZR FRQGLWLRQV 7KLV GHYLFH PD\ QRW FDXVH KDUPIXO LQWHUIHUHQFH DQG WKLV GHYLFH PXVW DFFHSW DQ\ LQWHUIHUHQFH UHFHLYHG LQFOXGLQJ LQWHUIHUHQFH WKDW PD\ FDXVH XQGHVLUHG RSHUDWLRQ /H SUpVHQW DSSDUHLO HVW FRQIRUPH DX[ &15 G· ,6(' DSSOLFDEOHV DX[ DSSDUHLOV UDGLR H[HPSWV GH OLFHQFH /·H[SORLWDWLRQ HVW DXWRULVpH DX[ GHX[ FRQGLWLRQV VXLYDQWHV OH GLVSRVLWLI QH GRLW SDV SURGXLUH GH E
v.1.1 W W W. L AT C H .
2019/3/11 Ways to unlock – Latch Latch / Living with Latch / Troubleshooting & FAQs Ways to unlock Latch App Tip: Hold the phone close to the black Latch Lens on the lock and it will automatically find and unlock the right door. Android devices have additional settings that you can tune for the best experience. Alternatively, swipe left or right to select your door and tap the ring to unlock. Ensure your phone's Bluetooth is turned on. https://support.latch.
2019/3/11 Ways to unlock – Latch Doorcode Tip: Find your doorcodes in the left menu of the Latch App. https://support.latch.
2019/3/11 Ways to unlock – Latch Using doorcodes Tip: Tap the center of the black Latch Lens on the lock and enter your doorcode. https://support.latch.
2019/3/11 Ways to unlock – Latch Latch Keycard Tip: Tap the center of the black Latch Lens on the lock and present your Keycard. Learn more about getting and setting up a Latch Keycard. Mechanical Key https://support.latch.
2019/3/11 Ways to unlock – Latch Tip: Contact your property management for more information about keys at your property. Can't find what you're looking for? Let us know and we will get back to you as soon as possible. Contact Us Careers Company P https://support.latch.
2019/3/11 Ways to unlock – Latch Press Security and Privacy Contact Us Copyright © 2018 Latchable Inc. All rights reserved. Privacy Policy Terms of service Legal https://support.latch.
0DQDJLQJ /DWFK DW \RXU SURSHUW\ ± /DWFK ,QWURGXFWLRQ WR /DWFK /DWFK LV D VPDUW DFFHVV V\VWHP RI KDUGZDUH DQG VRIWZDUH SURGXFWV ZKLFK DOORZ RFFXSDQWV DQG SURSHUW\ PDQDJHUV WR RSHQ PDQDJH DQG VKDUH HYHU\ VSDFH IURP WKHLU VPDUWSKRQH 5HDG WKH IXOO ,QWURGXFWLRQ WR /DWFK LQ 6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ :KDW LV /DWFK 0DQDJHU DQG ZKDW GRHV LW GR" :LWK /DWFK 0DQDJHU \RX FDQ JLYH DQG UHYRNH DFFHVV WR HYHU\ /DWFK GHYLFH LQ \RXU EXLOGLQJ VWUDLJKW IURP \RXU ZHE EURZVHU :LWKLQ /DWFK 0DQDJHU
0DQDJLQJ /DWFK DW \RXU SURSHUW\ ± /DWFK ,I \RX DUH QHZ WR PDQDJLQJ \RXU EXLOGLQJ V FKHFN \RXU HPDLO WR VHH LI \RX KDYH UHFHLYHG DQ LQYLWH WR FUHDWH \RXU /DWFK ,' DQG SHUPLVVLRQV IRU /DWFK 0DQDJHU DV HLWKHU D 3RUWIROLR 0DQDJHU RU 3URSHUW\ 0DQDJHU 7KH FXUUHQW 3URSHUW\ 0DQDJHU RYHUVHHLQJ \RXU SURSHUW\¶V /DWFK 0DQDJHU FDQ UHIHU WR VHW XS RWKHU SURSHUW\ VWDII DV 3RUWIROLR 0DQDJHUV 3URSHUW\ 0DQDJHUV IRU PRUH LQIRUPDWLRQ 2QFH \RX KDYH /DWFK 0DQDJHU \RX FDQ DGG WZR IDFWRU DXWKHQWLFDWLRQ WR \RXU V
0DQDJLQJ /DWFK DW \RXU SURSHUW\ ± /DWFK *URXS RQH RU PRUH GRRUV DQG VHW D VFKHGXOH IRU ZKHQ WKRVH GRRUV PD\ EH XQORFNHG
0DQDJLQJ /DWFK DW \RXU SURSHUW\ ± /DWFK $FWLYLW\ /RJ 6ZDS RXW RU XQLQVWDOO D /DWFK GHYLFH &KDQJH EDWWHULHV )LUPZDUH 8SJUDGHV KWWSV VXSSRUW ODWFK FRP KF HQ XV VHFWLRQV 0DQDJLQJ /DWFK DW \RXU SURSHUW\
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK ,QWURGXFWLRQ WR /DWFK /DWFK LV D VPDUW DFFHVV SODWIRUP GHVLJQHG DURXQG RSHQLQJ PDQDJLQJ DQG VKDULQJ VSDFHV LQ WKH IDVWHVW DQG PRVW VHFXUH ZD\ /DWFK GHYLFHV FDQ EH LQVWDOOHG RQ HYHU\ GRRU LQ D EXLOGLQJ ZKLFK ZKHQ FRXSOHG ZLWK WKH /DWFK $SS DQG /DWFK 0DQDJHU DOORZ RFFXSDQWV DQG SURSHUW\ PDQDJHUV WR XQORFN DQG PDQDJH HYHU\ VSDFH IURP WKHLU VPDUWSKRQH :LWK /DWFK 0DQDJHU SURSHUW\ PDQDJHUV FDQ JLYH DQG UHYRNH DFFHVV WR RFFXSDQWV QR PDWWHU ZKHUH WKH\ D
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK 6WHS 6HQG \RXU SXUFKDVH RUGHU DQG VRIWZDUH DJUHHPHQW 9HULI\ DQG 6XEPLW \RXU 3URMHFW 5HJLVWUDWLRQ 6RIWZDUH $JUHHPHQW /DWFK GHYLFHV DUH GHOLYHUHG SHU VSHFLILFDWLRQ RQ WKH LQLWLDO SXUFKDVH RUGHU ,I \RX QHHG D PDVWHU NH\ IRU \RXU FRQVWUXFWLRQ VLWH SOHDVH HQVXUH LW LV QRWHG RQ \RXU 32 /RFNV DUH GHOLYHUHG SHU VSHF RQ 32 )RU DSSURSULDWH KDQGLQJ FRORU PDVWHU NH\ HWF WKLV PXVW EH UHTXHVWHG RQ WKH LQLWLDO 32 $OO LWHPV RQ WKH 6RIWZDUH $JUH
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK 7KLV LQVWDOOHU ZLOO UHFHLYH VSHFLILF SHUPLVVLRQV DQG WUDLQLQJ WR VXFFHVVIXOO\ LQVWDOO /DWFK GHYLFHV ZLWKLQ WKH SURSHUW\ 6WHS &RPPXQLFDWH /DWFK LQVWDOODWLRQ WR SURSHUW\ RFFXSDQWV DQG FRQVWUXFWLRQ WHDPV ,I \RX KDYH H[LVWLQJ RFFXSDQWV LQ \RXU SURSHUW\ WDNH D PRPHQW WR HGXFDWH WKHP RQ /DWFK /DWFK LV D IXOO SURSHUW\ VPDUW DFFHVV SODWIRUP WKDW DOORZV RFFXSDQWV XQORFN WKHLU GRRUV ZLWK D VPDUWSKRQH RU 'RRUFRGH DQG OHW IDPLO\ IULHQGV DQG VHUYLFHV
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK 6WHS 6HW XS \RXU /DWFK 0DQDJHU DFFRXQW /DWFK 0DQDJHU LV D FORXG EDVHG VPDUW DFFHVV SODWIRUP GHVLJQHG IRU SURSHUW\ PDQDJHUV WR PDQDJH ZKR KDV DFFHVV WR ZKLFK VSDFHV LQ WKHLU SURSHUWLHV :LWK /DWFK 0DQDJHU \RX FDQ FUHDWH GRRUV DQG .H\V VKDUH DFFHVV ZLWK YLVLWRUV DQG PRQLWRU WKH VWDWXV RI /DWFK GHYLFHV /HDUQ PRUH DERXW ³0DQDJLQJ /DWFK DW \RXU %XLOGLQJ´ %\ VHWWLQJ XS \RXU /DWFK 0DQDJHU DFFRXQW \RX ZLOO DOVR EH DEOH WR LQVWDOO /DWFK GHYLFHV DQG
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK :KHWKHU \RX KDYH H[LVWLQJ RFFXSDQWV RU LW¶V D QHZ FRQVWUXFWLRQ SURMHFW ZH VXJJHVW \RX ILUVW VHW XS GRRUV DQG .H\V IRU WKH PRVW HIILFLHQW DQG VHDPOHVV LQVWDOODWLRQ 2WKHUZLVH LI \RX JLYH D QHZ RFFXSDQW DFFHVV DFWLYDWH D QHZ .H\FDUG IRU WKH GRRU RU DVVLJQ WKH DVVRFLDWHG GRRU WR D .H\ DIWHU WKH /DWFK GHYLFH LV LQVWDOOHG \RX ZLOO QHHG WR SHUIRUP D GRRU XSGDWH ZLWK WKH /DWFK 0DQDJHU $SS ,GHQWLI\ WKH GLIIHUHQW GRRU W\SHV 'RRU W\SHV DUH LPSRUWDQ
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK $GG 3HRSOH WR WKH /DWFK $SS ,I \RX DOUHDG\ KDYH RFFXSDQWV LQYLWH WKHP SULRU WR LQVWDOOLQJ WKH /DWFK WR HQVXUH WKH\ KDYH DFFHVV LPPHGLDWHO\ XSRQ VXFFHVVIXO LQVWDOODWLRQ 7KLV HQVXUHV WKHUH LV QR GLVUXSWLRQ LQ \RXU RFFXSDQW¶ DFFHVV WR WKHLU VSDFH ZKLFK LV D OHJDO UHTXLUHPHQW LQ VRPH WHUULWRULHV
6HWWLQJ XS /DWFK IRU \RXU %XLOGLQJ ± /DWFK (QVXUHV WKDW DFFHVV FDQ HDVLO\ DQG TXLFNO\ EH UHYRNHG IURP FRQVWUXFWLRQ WHDPV XSRQ FRQVWUXFWLRQ FRPSOHWLRQ HQVXULQJ WKDW WKHLU DFFHVV GRHVQ¶W UHPDLQ RQFH RFFXSDQWV PRYH LQ 6WHS ,QVWDOO /DWFK GHYLFHV 2QFH \RX KDYH SHUPLVVLRQ WR LQVWDOO /DWFK GHYLFHV \RX DUH UHDG\ WR PRXQW DQG DFWLYDWH D /DWFK RQ D GRRU ,QVWDOOHUV ZLOO KDYH DFFHVV WR DQ\ /DWFK WKH\ KDYH LQVWDOOHG IRU KRXUV LQ RUGHU WR WHVW WKDW WKH /DWFK FRUUHFWO\ XQORFNV 6KRXOG LQVWDOOHUV
&UHDWLQJ GRRUV ± /DWFK /DWFK 3URSHUW\ 0DQDJHPHQW )$4V KWWSV VXSSRUW ODWFK FRP KF HQ XV DUWLFOHV &UHDWLQJ GRRUV
&UHDWLQJ GRRUV ± /DWFK &RQWDFW 8V &DUHHUV &RPSDQ\ 3UHVV 6HFXULW\ DQG 3ULYDF\ &RQWDFW 8V &RS\ULJKW /DWFKDEOH ,QF $OO ULJKWV UHVHUYHG 3ULYDF\ 3ROLF\ 7HUPV RI VHUYLFH /HJDO KWWSV VXSSRUW ODWFK FRP KF HQ XV DUWLFOHV &UHDWLQJ GRRUV
KWWSV VXSSRUW ODWFK FRP KF HQ XV DUWLFOHV &UHDWLQJ GRRUV &UHDWLQJ GRRUV ± /DWFK
'HOHWLQJ D GRRU ± /DWFK /DWFK 3URSHUW\ 0DQDJHPHQW )$4V &RQWDFW 8V &DUHHUV KWWSV VXSSRUW ODWFK FRP KF HQ XV DUWLFOHV 'HOHWLQJ D GRRU
'HOHWLQJ D GRRU ± /DWFK &RPSDQ\ 3UHVV 6HFXULW\ DQG 3ULYDF\ &RQWDFW 8V &RS\ULJKW /DWFKDEOH ,QF $OO ULJKWV UHVHUYHG 3ULYDF\ 3ROLF\ 7HUPV RI VHUYLFH /HJDO KWWSV VXSSRUW ODWFK FRP KF HQ XV DUWLFOHV 'HOHWLQJ D GRRU
)$4V ± /DWFK 'HYLFH 0DQDJHPHQW +HUH \RX FDQ FKRRVH WKH SURSHUWLHV ZKHUH D 0DQDJHU FDQ VHH EDWWHU\ OLIH DQG GRRU XSGDWHV XSJUDGH VRIWZDUH DQG LQVWDOO DQG XQLQVWDOO GHYLFHV 2Q D 0DQDJHU¶V FRQWDFW FDUG \RX ZLOO VHH D VHFWLRQ IRU µ'HYLFH 0DQDJHPHQW¶ )URP WKHUH \RX FDQ VHOHFW µ$GG 3URSHUW\¶ WR DGG D SURSHUW\ WR WKHLU GHYLFH PDQDJHPHQW SHUPLVVLRQV :KHQ YLHZLQJ WKLV SURSHUW\ \RX ZLOO VHH DW D JODQFH WKH QXPEHU RI WRWDO GHYLFHV ZLWKLQ WKH SURSHUW\ WKDW \RX DUH JLYLQJ WKH 0DQDJHU SHUPLVVLRQV WR
)$4V ± /DWFK WKDW DOORZV IRU FUHDWLQJ HGLWLQJ DQG GHOHWLQJ .H\V 7KLV SHUPLVVLRQ DOVR DOORZV WKH 0DQDJHU WR YLHZ DFFHVV ORJV /LPLWHG .H\ 0DQDJHPHQW 0DQDJHUV FDQ RQO\ JLYH DQG UHYRNH H[LVWLQJ DQG IXWXUH NH\V 1R FUHDWLQJ HGLWLQJ RU GHOHWLQJ SHUPLVVLRQV 7KLV SHUPLVVLRQ DOVR DOORZV WKH 0DQDJHU WR YLHZ DFFHVV ORJV 6SHFLILF .H\ 0DQDJHPHQW 0DQDJHUV FDQ RQO\ JLYH DQG UHYRNH VSHFLILF .H\V GHVLJQDWHG WR WKH 0DQDJHU ,I 6SHFLILF SHUPLVVLRQ LV VHOHFWHG \RX ZLOO WKHQ EH SURPSWHG WR VHOHFW WKH
)$4V ± /DWFK &UHDWLQJ DQG 'HOHWLQJ 3RUWIROLR 0DQDJHUV DQG 3URSHUW\ 0DQDJHUV :KDW LV D 3RUWIROLR 0DQDJHU" $ 3RUWIROLR 0DQDJHU PD\ FUHDWH DQG GHOHWH 3URSHUW\ 0DQDJHUV DQG WKH\ PD\ FUHDWH DQG GHOHWH RWKHU 3RUWIROLR 0DQDJHUV $ 3RUWIROLR 0DQDJHU PD\ DOVR FUHDWH HGLW GHOHWH JLYH DQG UHYRNH DFFHVV $ 3RUWIROLR 0DQDJHU FDQ VHH DOO RI WKH SURSHUWLHV DQG DOO RI WKH 3RUWIROLR 0DQDJHUV DQG 3URSHUW\ 0DQDJHUV ZLWKLQ D JLYHQ SRUWIROLR :KDW LV D 3URSHUW\ 0DQDJHU" $ 3URSHUW\ 0DQDJHU PD\ KDYH DFFHVV PDQDJ
)$4V ± /DWFK UH FUHDWH D QHZ FRQWDFW FDUG XVLQJ WKH VDPH HPDLO DGGUHVV WKHQ WKH ROG )LUVW 1DPH DQG /DVW 1DPH ZLOO VWLOO SHUVLVW ,I \RX ZRXOG OLNH WR HGLW FRQWDFW FDUG SURILOH LQIRUPDWLRQ \RX ZLOO QHHG WR FRQWDFW /DWFK &XVWRPHU 6XSSRUW WR GR VR 3RUWIROLR 0DQDJHUV FDQ GHOHWH WKHPVHOYHV IURP D SRUWIROLR VR ORQJ DV WKH\ DUH QRW WKH ODVW UHPDLQLQJ 3RUWIROLR 0DQDJHU 7KH ODVW UHPDLQLQJ 3RUWIROLR 0DQDJHU FDQQRW EH GHOHWHG 7KLV LV WR HQVXUH /DWFK DOZD\V KDV DW OHDVW RQH SRLQW RI FRQWDFW IRU D SRUWI
)$4V ± /DWFK :KDW LV D 1RW ,QVWDOOHG GRRU" 2QFH \RX KDYH FUHDWHG D GRRU LW QHHGV WR EH DVVLJQHG WR D /DWFK GHYLFH 7KLV RFFXUV GXULQJ LQVWDOODWLRQ RI WKH /DWFK GHYLFH 8QWLO WKHQ WKH GRRU ZLOO UHPDLQ XQLQVWDOOHG
)$4V ± /DWFK PDNLQJ DFFHVV FKDQJHV IRU D JURXS RI SHRSOH MXVW FKDQJH WKHLU .H\ DQG HYHU\RQH ZLWK WKDW .H\ ZLOO EH XSGDWHG +RZ GR , JLYH VRPHRQH D QHZ .H\ ZLWKRXW FKDQJLQJ WKHLU GRRU FRGHV" ,I \RX UHYRNH VRPHRQH V .H\ WKHLU GRRU FRGHV IRU WKDW .H\ V GRRUV ZLOO EH SHUPDQHQWO\ GHOHWHG 7R DYRLG WKLV \RX PXVW ILUVW JLYH WKHP WKH QHZ .H\ ZLWK WKRVH VDPH GRRUV )RU H[DPSOH 7UDF\ KDV .H\ $ ZLWK 'RRU DQG 'RRU 7R PRYH 7UDF\ WR .H\ % DOVR ZLWK 'RRU DQG 'RRU JLYH 7UDF\ .H\ % ILUVW DQ
)$4V ± /DWFK 0DQDJLQJ HYHU\RQH LV HDVLHU ZKHQ \RX KDYH WKH IHZHVW QXPEHU RI .H\V &RQVLGHUDWLRQV :KLFK JURXS RI SHRSOH PD\ XQORFN WKH VDPH VHW RI GRRUV GXULQJ WKH VDPH KRXUV" :KLFK JURXS RI SHRSOH PD\ VKDUH WKH VDPH VHW RI GRRUV" ([DPSOH .H\V IRU D UHVLGHQWLDO FRPSOH[ 0DLQ 6W LV D SURSHUW\ ZLWK DSDUWPHQWV DQG DPHQLWLHV ZLWK GLIIHUHQW W\SHV RI SHRSOH ZKR QHHG DFFHVV 9HQGRUV WKDW ZRUN RQO\ GXULQJ EXVLQHVV KRXUV PD\ JHQHUDOO\ RQO\ DFFHVV HQWUDQFHV VRPH DPHQLWLHV DQG DOO VHUYL
)$4V ± /DWFK (PSOR\HH %XVLQHVV KRXUV .H\ ZLWK DOO GRRUV H[FHSW RFFXSLHG DSDUWPHQWV ZLWK GRRU VFKHGXOHV VHW WR DP WR SP DQG JLYHQ ZLWK 0D\ VKDUH .H\ WXUQHG RII 5HVLGHQFHV .H\ ZLWK DOO HQWU\ GRRUV JLYHQ WR UHVLGHQWV ZLWK 0D\ VKDUH .H\ WXUQHG RQ 7RXU .H\ ZLWK DOO XQRFFXSLHG DSDUWPHQW GRRUV JLYHQ WR DOO HPSOR\HHV ZKHQ JLYLQJ D WRXU ZLWK 0D\ VKDUH .H\ WXUQHG RQ VR WKH\ FDQ GHPR IXQFWLRQDOLW\ WR SURVSHFWLYH UHVLGHQWV 9HQGRUV .H\ ZLWK DOO WKH HQWUDQFHV VHUYLFH VSDFHV D
)$4V ± /DWFK 5HYLHZ WKH GRRU XSGDWH WDVNV RQ WKH GD\ WKDW WKH DFFHVV VWDUWV :KDW DUH GRRU XSGDWH WDVNV" 2QFH WKH GHYLFHV KDYH EHHQ XSGDWHG WKH SHUVRQ ZLOO EH DEOH WR DFFHVV WKH GRRUV E\ XVLQJ WKHLU VPDUWSKRQH GRRUFRGH RU /DWFK .H\FDUG 1RWH
)$4V ± /DWFK 0DNH D .H\ :KHQ VHOHFWLQJ GRRUV VHOHFW WKH GD\V DQG WLPH WKDW \RX ZDQW WKDW GRRU WR EH RSHQDEOH 8SGDWH WKH UHOHYDQW GRRUV LI QHFHVVDU\ (GLWLQJ D VFKHGXOH 7R FKDQJH D VFKHGXOH 6HOHFW WKH .H\ LQ WKH .H\V PHQX 6HOHFW 'RRUV (GLW WKH VFKHGXOH IRU WKH UHOHYDQW GRRUV , FDQ W VHW D VFKHGXOH IRU D GRRU ,I 6FKHGXOHV LVQ W DYDLODEOH IRU D GRRU \RX PD\ QHHG WR XSJUDGH WKH ILUPZDUH RQ WKH /DWFK &RQWDFW VXSSRUW#ODWFK FRP IRU JXLGDQFH 'RRU XSGDWHV 'RRUV ZLW
)$4V ± /DWFK ,PSRUWLQJ SHRSOH IURP D &69 ILOH :LWK ,PSRUW \RX FDQ XSORDG SHRSOH DOO DW RQFH IURP D &69 MXVW IROORZ WKHVH VWHSV 6HOHFW ,QYLWH LQ 3HRSOH 6HOHFW /DWFK $SS 6HOHFW ,PSRUW &69 6HOHFW ,PSRUW 'RZQORDG WKH &69 WHPSODWH WR HQVXUH \RXU GDWD LV LQ WKH ULJKW IRUPDW &KRRVH \RXU &69 ILOH RU GUDJ D ILOH LQWR WKH EURZVHU ZLQGRZ 6HOHFW ,PSRUW &69 5HYLHZ \RXU GDWD LI WKHUH DUH DQ\ LVVXHV \RX FDQ PDNH WKH FKDQJHV WR \RXU RULJLQDO &69 ILOH DQG UH XSORDG
)$4V ± /DWFK 6RPHRQH ZKR ZLOO XVH WKH /DWFK DSS &UHDWH WKHLU DFFHVV LQ /DWFK 0DQDJHU *LYH WKHP WKHLU /DWFK NH\FDUG 7KH FDUG ZLOO SURPSW WKHP WR DFWLYDWH WKHLU NH\FDUG RQOLQH $IWHU DFWLYDWLQJ WKH\ PXVW RSHQ DQ\ QRQ LQWHUQHW FRQQHFWHG GRRUV ZLWK WKH /DWFK DSS EHIRUH WKHLU NH\FDUG ZLOO ZRUN 3OHDVH QRWH 7KHLU NH\FDUG PXVW EH DFWLYDWHG EHIRUH WKH\ RSHQ GRRUV ZLWK WKH /DWFK DSS IRU WKH ILUVW WLPH ,I WKH\ YH DOUHDG\ XVHG WKH /DWFK DSS WR RSHQ WKHLU GRRUV WKH\ ZLOO EH VKRZQ KRZ WR PDQ
)$4V ± /DWFK &DQ , OHW JXHVWV DQG YHQGRUV LQ UHPRWHO\ ZLWK /DWFK 0DQDJHU"
)$4V ± /DWFK 6D\ JRRGE\H WR OHQJWK\ DQG H[SHQVLYH ORFNRXWV 'RRUFRGHV DUH GLJLW FRGHV WKDW \RX FDQ UHPHPEHU LQ WKH HYHQW WKDW \RX UH ORFNHG RXW ,I VRPHRQH IRUJHWV WKHLU GRRUFRGHV JUDQW WKHP D WHPSRUDU\ JXHVW GD\ FRGH WR JHW EDFN LQ /HDUQ PRUH DERXW FUHDWLQJ WHPSRUDU\ JXHVWV ,I D /DWFK GHYLFH ORVHV SRZHU /DWFK 0 DQG /DWFK & 3URSHUW\ SRZHU RXWDJHV /DWFK 0 DQG /DWFK & DUH ERWK EDWWHU\ SRZHUHG DQG ZLOO ZRUN DV QRUPDO LQ WKH HYHQW RI D SURSHUW\ ZLGH SRZHU RXWDJH /HDUQ PRUH DERXW EDWWHU\ SRZHU
)$4V ± /DWFK ,VVXHV ZLWK XQORFNLQJ 7R WURXEOHVKRRW DQ XQORFN LVVXH WU\ WKH IROORZLQJ /DWFK $SS &KHFN WKH IROORZLQJ ILUVW (QVXUH \RX UH RQ WKH ODWHVW YHUVLRQ RI WKH DSS 'HYLFH %OXHWRRWK LV WXUQHG RQ
)$4V ± /DWFK /DWFK $SS 5HVHWWLQJ 3DVVZRUG ,I \RX DUH XQDEOH WR ORJ LQ 2SHQ WKH /DWFK $SS $W WKH ERWWRP RI WKH /RJ ,Q VFUHHQ VHOHFW µ, )RUJRW 0\ 3DVVZRUG¶ (QWHU WKH HPDLO UHJLVWHUHG ZLWK \RXU /DWFK $FFRXQW 7KLV ZLOO VHQG D PHVVDJH LQFOXGLQJ D WHPSRUDU\ SDVVZRUG WR \RXU /DWFK UHJLVWHUHG HPDLO 5HWXUQ WR WKH /DWFK $SS &RS\ RU HQWHU WKLV SDVVZRUG LQWR WKH SDVVZRUG ILHOG 1RWH WKH SDVVZRUG LV FDVH VHQVLWLYH ,I XQDEOH WR ORJ LQ SOHDVH UHSHDW WKLV SURFHVV 2QFH ORJ
)$4V ± /DWFK 5HVHWWLQJ DQG VHWWLQJ \RXU SDVVZRUG IRU ERWK WKH 0DQDJHU $SS DQG WKH /DWFK 0DQDJHU :HE WRRO IROORZ WKH VDPH SURFHVV ,I UHVHWWLQJ RU FKDQJLQJ \RXU SDVVZRUG IRU HLWKHU WKH 0DQDJHU $SS RU WKH /DWFK 0DQDJHU :HE 7RRO SOHDVH IROORZ WKH GLUHFWLRQV EHORZ 5HVHWWLQJ 3DVVZRUG ,I \RX DUH XQDEOH WR ORJ LQ 2SHQ WKH /DWFK 0DQDJHU :HE 7RRO $W WKH ERWWRP RI WKH /RJ ,Q VFUHHQ VHOHFW µ)RUJRW
)$4V ± /DWFK ,I \RX UXQ LQWR LVVXHV ZKLOH UHVHWWLQJ \RXU SDVVZRUG RU ZKLOH DWWHPSWLQJ WR ORJ LQ SOHDVH UHDFK RXW WR RXU 6XSSRUW 7HDP DW VXSSRUW#ODWFK FRP &KDQJLQJ EDWWHULHV 7KH /DWFK 0 V $$ EDWWHULHV VKRXOG ODVW PRQWKV XQGHU QRUPDO XVDJH XVLQJ [ $$ 'XUDFHOO QRQ UHFKDUJHDEOH EDWWHULHV 0DQDJLQJ WKHP LV VLPSOH -XVW IROORZ WKHVH VWHSV 5HDGLQJ EDWWHU\ OLIH 9LHZ GHYLFH EDWWHU\ OLIH XVLQJ WKH /DWFK 0DQDJHU RU 0DQDJHU $SS %DWWHU\ OLIH LV UHIUHVKHG HYHU\ WLPH D GHYLFH LV XSGDWHG ,I
)$4V ± /DWFK 8SGDWH WKH GHYLFH ,PSRUWDQW IDLOLQJ WR XSGDWH WKH GHYLFH DIWHU EDWWHU\ UHSODFHPHQW FDQ UHVXOW LQ XQUHOLDEOH IXQFWLRQDOLW\ +RZ GR , XSGDWH D GHYLFH" 7XUQLQJ RQ 7ZR )DFWRU $XWKHQWLFDWLRQ IRU /DWFK 0DQDJHU 7ZR )DFWRU $XWKHQWLFDWLRQ HQVXUHV WKDW \RX UH WKH RQO\ SHUVRQ ZKR FDQ DFFHVV \RXU DFFRXQW HYHQ LI VRPHRQH NQRZV \RXU HPDLO DQG SDVVZRUG ,I \RX UH D 3RUWIROLR 0DQDJHU \RX FDQ DOVR HQIRUFH 7ZR )DFWRU $XWKHQWLFDWLRQ IRU DOO 3RUWIROLR DQG 3URSHUW\ 0DQDJHUV RI \RXU 3RUWI
)$4V ± /DWFK
)$4V ± /DWFK 7DS &KDQJH SKRQH QXPEHU (QWHU WKH DXWKHQWLFDWLRQ FRGH VHQW WR \RXU H[LVWLQJ SKRQH QXPEHU (QWHU \RXU QHZ SKRQH QXPEHU (QWHU WKH DXWKHQWLFDWLRQ FRGH VHQW WR \RXU QHZ SKRQH QXPEHU +RZ GR , HQVXUH SHRSOH KDYH WKH FRUUHFW DFFHVV" /DWFK LV GHVLJQHG WR OHW WKH ULJKW SHRSOH LQ %HORZ DUH VRPH KHOSIXO EHVW SUDFWLFHV DQG WLSV WR HQVXUH SHRSOH KDYH WKH DSSURSULDWH DQG WLPHO\ DFFHVV WR VSDFHV LQ \RXU EXLOGLQJ (QVXUH \RXU SURSHUW\ PDQDJHUV DQG VWDII DUH HGXFDWHG RQ /DWFK