Proprietary  2009 StoneRiver, Inc.

1. Emerald Web Site Overview Part IIHow to set up your web site Proprietary  2009 StoneRiver, Inc.

2. Index Before Your Begin • Custom Pages • Overview • New Page • New link to a Web page • Manage Site Navigation • Content Selection • Content Selection Overview • Select Emerald Content • Other Features • Associates • Affiliated Offices • Seminars • Links • Password Protect • Reports • Site Status • Web Site Traffic • Message Log • Message Log / Forms

3. Welcome We thank you again for purchasing an Emerald® web site. We are sure that you will find it easy to enter and format text, insert images, and create hyperlinks using our WYSIWYG html editor. Before we start we encourage you to have this guide open in one browser window and the Web site Administrator in another. In the next few slides, we will provide some important tips you should remember as you work with your Emerald Website.

4. Before You Begin Tip 1: Bookmark Bookmark emeraldsupport.com. We post helpful information to help you manage the Web site. Consider going through a WebEx training session. Attendees often benefit by the questions raised by other users at the end of the session.

5. Before You Begin Tip 2: Where to Log In Access the Web site Administrator by clicking on the Web Site Admin button. Log into the account by putting in the user name and password in the fields provided. Lose the User name and Password? Click the information button for help

6. Before You Begin Tip 2: Where to Log In This will lead to the Home page of the Emerald Web Site Administrator. The dashboard provides access to both Emerald content and customizable Web site sections.

7. Before You Begin Tip 3: Save Often Remember: Internet connections can sometimes slow down and even stop working during a session. Safeguard against data loss by bysaving changes often.

8. Before You Begin Tip 4: Preview Preview changes. At various points, it is important to preview changes in order to test page format. Consider gathering vital information, content, and images before starting. Make one pass-through of all the fields provided, then preview the site.

9. Before You Begin Tip 4: Preview When previewing, the administrator will provide a reminder that the site being previewed is a private copy of the Web site. Only those who can log into the Web site administrator can see it under development. Click Close This Window on the Preview Site Disclaimer to review the changes made.

10. Before You Begin Tip 5: Pop Up Blockers If upon previewing, the page returns to the Web Site Administratorpage, then a pop-up blocker is active on the browser. Click on the Pop-up info bar and click Always Allow Pop-ups from This Site. Click View Preview Site again. If the popup blocker has been successfully defeated, then close the pop up disclaimer and advance to a preview of the Web site.

11. Before You Begin Tip 6: Update Site Button When changes are made, the Update Sitebutton turns red. It is best to wait until a complete round of changes are made before clicking it. This way the Broker Dealer compliance department has a chance to review all changes at once. Consider waiting until they approve the changes before making another round. If you do not click the Update Site button, your broker dealer's compliance department will not see your changes.

12. Before You Begin Tip 7: Site Status Compliance departments take between 5 and 10 business days to review and approve changes. We recommend a visit to Reports / Site Status to view the status of changes submitted to compliance. If the Web site is attached to Emerald's electronic compliance manager, all posted changes will read "awaiting compliance manager approval". For items that the broker dealer compliance requires further changes, the status message will read,"Previous Changes Rejected". Once changes have been made and approved, the message will change to "Approved moved to the public site".

13. Custom Pages Overview The Emerald Web site comes preloaded with nine pages. However, we provide up to 20 custom pages as part of the Web site subscription. Additional pages can be added by selecting either "add a new custom page" or "Add a new link to an outside page"

14. Custom Pages New Page Roll over Custom Pages. To create a page, start by clicking on add a new custom page. Need extra pages? See the information Icon below

15. Custom Pages New Page Enter a Page Title. The Link Text is automatically added. Next, use the text area in the editor to enter custom text. Click Save Changes when done. Need help with the Text editor buttons? Click on the Information button One can choose to hide the page by erasing the contents in the "Link Text" field

16. Custom Pages New Link to a Web page Roll over Custom Pages. To create a link to a web page on the internet, start by clicking on add a new link to an outside page.

17. Custom Pages New Link to a Web page In a new browser window, open the web page where the link should go. Highlight the web address, right click on the highlighted text and click Copy. Close the browser page.

18. Custom Pages New Link to a Web page Right click in the URL text box and click Paste.

19. Custom Pages New Link to a Web page Type in the Link Text and click Save Changes.

20. Custom Pages New Link to a Web page As a result, one of the pages under the About Us dropdown menu will immediately link to this outside site when clicked.

21. Custom Pages Manage Site Navigation In Manage Site Navigationthe order of the navigation links can be changed. Click on a link to select it and move it up or down in the list by clicking on the Move Up or Move Down button. Click Save Changes when done.

22. Content Selection Overview • As part of the Web site subscription users are granted access to a library of financial information in a variety of formats, to provide to customers and prospects • Choose from a list of Calculators, Newsletters, Research articles and more • All have been FINRA reviewed • If a Web site is reviewed by a Broker Dealer's compliance department usingEmerald's compliance tool, then compliance will determine what content isavailable to provide to customers The "Content Selection" is only for choosing content by selecting the check boxes next to the accompanying item. Custom or personal content can not be included in this area

23. Content Selection Calculators Click on Calculators.

24. Content Selection Calculators Choose the Calculators to make available on the Web site Alternatively, choose from up to four calculators that can be featured on the home page. These also must be checked from the list of calculators in order to have them featured Click Save Changes to store the selection

25. Content Selection E-Seminars Roll over Content Selection and click on E-Seminars.

26. Content Selection E-Seminars E-Seminars are 5 to 10 minute audio-video presentations. While not as thorough as a comprehensive seminar, they provide general information on key financial topics. Select from the available seminars by checking them off. Click Save Changes to save the selection.

27. Content Selection i-Money Roll over Content Selection and click on i-Money.

28. Content Selection i-Money iMoney presentations are 2-3 minute audio-video movies that seek to help a person think about their financial habits or customs. Review these by clicking on the title. Make selections by checking off the ones to post to the Web site. Finish by clicking the Save Changes button.

29. Content Selection Newsletters Roll over Content Selection and click on Newsletters

30. Content Selection Newsletters Each month Emerald publishes new newsletters. As new ones are posted, those for the same month of the previous year drop off, retaining one year's worth of newsletters. Select the ones to make available for the Web site. Click and Save Changes to save the selection. As with "Calculators", choose from up to four newsletters to feature on the Home page. These also must be checked from the list of available newsletters in order to have them featured

31. Content Selection Quote Requests Roll over Content Selection and click on Quote Requests.

32. Content Selection Quote Requests Quote Requestsforms provide a way for customers initiate contact. When submitted, one copy is posted to the message log; another is sent as a password-protected PDF file to the email address listed in My Profile. Check the forms to make available and click Save Changes. The password used to access the site administrator will open the file.

33. Content Selection Quote Requests A broker dealer compliance department determines what Emerald content will be available on the Web site. Should a visit to Content Selection, result in the message "Your compliance manager has not yet approved any of this content for your use", consider contacting the broker dealer compliance department to find out when the content will be made available.

34. Content Selection Research Articles Roll over Content Selection and click on Research Articles

35. Content Selection Research Articles Choose the Research Articles you wish to make available on the Web site and click Save Changes.

36. Other Features Associates Roll over Other Features and click on Associates. Click on add a new Associate.

37. Other Features Associates Type in the information for this associate and click add.

38. Other Features Associates Click on Photo to add an associate’s photo.

39. Other Features Associates Click on Browse.

40. Other Features Associates Navigate to the location of the file, then double-click on the image you want to use.

41. Other Features Associates Double-click on Upload Now.

42. Other Features Associates The image is shown as it will appear on your website. Size information is also shown. Need to resize an image? Click on the Information Icon below.

43. Other Features Affiliated Offices Roll over Other Features and click on Affiliated Offices. This feature allows the addition of other offices or satellite locations. The affiliated offices will appear in the Our Location Page.

44. Other Features Affiliated Offices Click add a new Affiliated Office. Enter the vital information for that office. Click add, when done.

45. Other Features Seminars Roll over Other Features and click Seminars. Click add a new Seminar.

46. Other Features Seminars The seminar form provides fields that hold the critical date and time information along with an area to provide descriptive information. Fill in the form, then click add. Avoid recycling past seminar entries, as the system retains the old registrants information. Rather , copy the vital information into a new seminar event. Seminars will appear on the public Web site until the date that you enter passes. Then the seminar will be hidden.

47. Other Features Links Roll over Other Features and click on Links. Click on add a new Link.

48. Other Features Links Copy and paste in the Web address for the web site to link to. Type in the Link Text. Include a Link Description if desired. Click add.

49. Other Features Password Protect Password protect allows the addition of a global password for up to two sections of the Web site. • When a user clicks on a link to one of these two pages, the Web site will ask for the password to determine if the access should be granted. • One password is created per page. It is a global password. Unique passwords cannot be created for a list of users.

50. Other Features Password Protect To protect a section with a password, click edit.