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SECURE E-MAIL USER GUIDE FOR EXTERNAL PARTNERS

A guide for using encrypted electronic mail to protect the privacy and data integrity of sensitive information. August 2014

Data Classification: Public Inform ation

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Secure E-Mail User Guide For External Partners

SENDING SENSITIVE INFORMATION – Secure E-Mail uses a Portable Document Format (PDF) delivery method w hich encapsulates the entire e-mail message and any attachments in a single encrypted PDF.

– The encrypted e-mail is sent to recipients as an attachment to a plain text notification.

– The recipient uses a self -created, pre-registered passw ord to access the notification and any attachments .

I MPORTANT NOTE The images of e-mail messages in this document might differ slightly from those actually received. Images in this document are only samples intended to provide guidance to the reader. The w ay e-mail messages appear to you and w here the action buttons are located may be different based on your e-mail application, operating system, and configuration.

BNY Mellon Secure E-Mail Introduction BNY Mellon actively works to protect the privacy and data integrity of sensitive information while it is in our possession and control. In the course of providing services, we may exchange information with clients or their authorized representatives which is sensitive and confidential. In order to protect this information when sending via electronic messaging, we encrypt e-mail through a Secure Messaging Portal.

BNY Mellon encrypts e-mail by using a Secure Messaging Portal which encapsulates the electronic message and attachments into one secure Portable Document Format (PDF) file. To receive a Secure E-Mail from BNY Mellon for the first time, you will be prompted to register your e-mail address and create a Secure PDF password.

Following registration, you will receive the Secure E-Mail protected with your Secure PDF Password. You will utilize your password to open all Secure E-Mail from BNY Mellon going forward.

This document provides easy-to-use instructions to help you successfully receive and open Secure E-Mail (encrypted) from BNY Mellon.

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Secure E-Mail User Guide For External Partners

I NITIAL R EGI S TRATI ON PROCES S

First Time

– A plain text e-mail is sent to you indicating a Secure E-Mail is w aiting for you at the BNY Mellon Secure Message Portal.

Register On The Secure Messaging Portal

– Click the hyperlink. Your default internet brow ser opens and registers your e-mail address in the BNY Mellon Secure Message Portal.

– Follow the instructions to register a new passw ord.

When a Secure E-Mail is sent to you for the first time from a BNY Mellon sender, you w ill receive a plain text e-mail requesting you to visit the BNY Mellon Secure Messaging Portal to register and set up a passw ord.

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You have days from the day you receive your first Secure E-Mail to register. If you do not register w ithin 7 days, you w ill receive another e-mail notification indicating the time has expired. Attempts to retrieve the Secure E-Mail w ill result in an error message. You must then contact the author of the Secure E-Mail and request them to resend the e-mail.

Initial E-Mail Request Open the initial registration e-mail you received from BNY Mellon. Samples of e-mail messages are displayed throughout this document. The w ay e-mail messages appear to you and w here the action buttons are located may be different based on your e-mail application, operating system, and configuration.

Some e-mail platforms may prompt you to trust the sender’s e-mail address. This is advisable. Additionally , adding the BNY Mellon sender’s e-mail address to your address book and/or “safe” list is advisable if you are experiencing delivery issues.

Figure 1 Registration Request

Registering Your E-mail Address and Secure PDF Password Click the Registration Link to link to the BNY Mellon Secure Messaging Portal using your default internet brow ser and choose the passw ord that w ill be used to secure pdf to your email address.

Figure 2 Hyperlink To Registration Portal

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Secure E-Mail User Guide For External Partners

CREATE A S ECURE PAS S W ORD – Select a passw ord,

Create A Secure PDF Password

– Use the rules to meet requirements,

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Once the BNY Mellon Secure Messaging Portal site is open, create and confirm a passw ord to retrieve your Secure E-Mail. The follow ing rules w ill ensure you create a secure passw ord:

– Confirm the passw ord,

– Password must be at least 5 characters long, – Password must contain at least 1 uppercase character,

– Enter a hint to help you remember the passw ord, – Select and enter a challenge question, – Save your entry.

S TRONG PAS S W ORDS S HOUL D …be easy to remember, but difficult to guess. …use a combination of at least 5 alpha and numeric characters.

– Password must contain at least 1 lowercase character, – Password must contain at least 1 numeric character, – Password must match the confirmation password, – Password cannot appear in hint, – Password cannot contain the e-mail address

A green checkmark icon w ill appear next to the rule as you create the passw ord to indicate compliance w ith the rule. The system w ill not allow you to finish unless all the rules are met. Create a hint to help you remember your passw ord. This should be something only you understand. Select a challenge question and enter the answ er in the box below .

REMEMBER TO – Change your passw ord immediately if you know or even think your passw ord has been compromised. – Change your passw ords on a regular basis. – Remember to keep your passw ord in a secure location.

The system w ill not allow you to create a passw ord unless all the rules are met. If you change your Secure PDF passw ord, the new passw ord w ill only open Secure E-mail sent to you after the change. Secure E-mail sent to you prior to the change can only be opened w ith the old passw ord.

Figure 3 Registration Portal

Click the Save button at the bottom of the screen. If your registration is successfully processed, you w ill receive a message similar to Figure 4 and your Secure E-Mail w ill appear in your in-box. You can now close your internet brow ser if you choose.

Figure 4 Successful Registration

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Secure E-Mail User Guide For External Partners

HOW TO OPEN S ECURE E - MAI L

Opening Secure E-Mail

– Return to your inbox.

New Secure E-Mail – Open the Secure E-Mail from BNY Mellon’s sender.

I MPORTANT NOTES Window s OS users must have Adobe Reader X or a later version to retrieve Secure E-Mail. Apple OS users must have Adobe Reader XI or a later version to retrieve Secure E-Mail. Attachments can be opened on Android OS V2.3+ and Apple iOS V5.χ+ devices. Attachments can be opened on Apple desktop/laptop devices w ith MAC OS V10.5.8+

Prerequisites You must have the required Adobe Reader softw are installed: Window s OS users must have Adobe Reader X or a later version to retrieve Secure E-Mail. Apple OS users must have Adobe Reader XI or a later version to retrieve Secure E-Mail. Mobile users must have Android OS V2.3+ or Apple iOS V5.χ+ devices. Attachm ents in the Secure Mail can only be opened on Apple desktop/laptop devices w ith MAC OS V10.5.8+

Secure E-Mail Notification Once you have successfully registered w ith a valid passw ord, return to your e-mail inbox. Your Secure E-Mail w ill be there from a sender at BNY Mellon.

Click here to dow nload the latest version of Adobe Reader.

Figure 5 Secure E-Mail “Waiting For You” Message

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Secure E-Mail User Guide For External Partners

HOW TO OPEN S ECURE E - MAI L – Enter your passw ord.

– Click the Allow button to open Secure Mail.

Open BNY Mellon Secure PDF Attachment Click on the PDF icon or attachment to open the Secure E-Mail. The location of the icon or attachment(s) w ill depend on your e-mail application, operating system, and configuration. Use Adobe Reader X or a later version to open Secure E-Mail.

– Click here to dow nload the latest version of Adobe Reader. – Click here to refer to Prerequisites.

Figure 6 Open Secure E-Mail

– If a Security Warning dialog box opens, click Allow to trust the sender from BNY Mellon and continue, Block to prevent the activity and Cancel to abort the action. If you anticipate more Secure E-Mail from BNY Mellon, it is advisable to select the check box to remember this action.

A dialog box w ill open, prompting you to enter your passw ord. The Secure PDF Passw ord you created on the BNY Mellon Secure Messaging Portal.

Secure PDF Password Enter your Secure PDF Passw ord and click OK to continue. Cancel to abort the action.

Security Warning Dialog Box

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Figure 7 Password Dialog Box

If you have forgotten your passw ord, read Passw ord Recovery for help. When opening attachments from your desktop, open the Secure E-Mail, select the desired file from the Adobe Reader attachments panel and double-click.

. .

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Secure E-Mail User Guide For External Partners

HOW TO OPEN S ECURE E - MAI L – Use Adobe Reader X or a later version to open Secure E-Mail.

Secure PDF Once your passw ord is validated, the Secure E-Mail and any associated attachments are view able in PDF formal.

-- Click here to dow nload the latest version of Adobe Reader.

US I NG A MOBI L E DEVI CE -- Click here to refer to Android OS V2.3+ -- Click here to refer to Apple iOS V5.χ+ -- Click here to refer to MAC OS V10.5.8+

Figure 8 Attachments on Desktop

Attachments Panel Use the paperclip icon to open the Attachments panel or select the View drop-dow n menu: the Show /Hide command, the sub-menu: Navigation Panes and the command: Attachments.

HOW TO OPEN THE ATTACHMENTS PANEL – You must open the attachment panel to access attachments. – If the Secure E-Mail is received from an automated delivery system or softw are application, replies may not be received and acted upon.

Figure 9 Adobe open Attachments Panel

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Secure E-Mail User Guide For External Partners

HOW TO REPL Y TO S ECURE MES S AGES – You must use the REPLY link contained in the original Secure EMail to send an encrypted reply.

– If the Secure E-Mail is received from an automated delivery system or softw are application, replies may not be received and acted upon.

Replying To Secure E-Mail Replying To Sender The reply hyperlink in the Secure E-Mail allow s you to reply to the sender using encrypted email. Only this link will allow you to encrypt the reply. When you use this link, you can only reply to the sender. The Secure E-Mail application w ill not allow any other names in the To, CC, or BCC fields.

If you do not use the Reply link found in the Secure E-Mail, any replies w ill not be encrypted.

Figure 10 Reply Link In Secure E-Mail

Figure 11 The Secure Reply E-Mail

Once you send the e-mail, you w ill receive a confirmation e-mail message indicating the secure reply has been sent. If you reply to the e-mail w ithout using the reply link found in the Secure E-Mail, the message and any attachments w ill not be encrypted.

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Secure E-Mail User Guide For External Partners

I F YOU FORGET YOUR PAS S W ORD – Get your passw ord hint by clicking the Secure PDF Passw ord HINT Link in the Secure E-mail Notification.

Password Recovery Help With Your Password

– Receive an e-mail w ith passw ord hint, created upon registration, initiated by recipient

Figure 12 Secure E-Mail Notification

To Get Your Password Hint

I F HI NT DOES NOT HEL P US E RECOVERY L I NK – Initiate the Passw ord Recovery process by clicking the Secure PDF Passw ord RECOVERY Link in the Secure E-mail Notification. – Receive an e-mail w ith a challenge confirmation link to confirm your identity

I F NO RECOVERY L I NK S ET CHAL L ENGE QUES TI ON – Set up the Challenge Question and Answ er by clicking the Challenge Question Initialization Link in the Secure E-mail Notification.

If you have forgotten your Secure E-Mail passw ord, click the Secure PDF Passw ord HINT Link contained in the body of the plain text e-mail message to have your passw ord hint sent directly to your e-mail address.

Figure 13 Password Hint Link

To Initiate the Password Self-Recovery Process If you have established your challenge question you w ill have a Recovery Link available to you in your secure e-mail notification. Click on the BNY Mellon Secure Passw ord Recovery link to initiate the passw ord recovery process. You w ill receive a challenge confirmation link to confirm your identity by answ ering the challenge question you chose.

Figure 14 Request Password Recovery

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To Initiate Challenge Question and Enable Password Self-Recovery If you have not established your challenge question and answ er, click the Challenge Question Initialization Link to establish.

– Must confirm current passw ord first. – For further passw ord help, contact [emailprotected]

Figure 15 Set up Challenge Question for Self-Recovery

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Secure E-Mail User Guide For External Partners

CHAL L ENGE CONF I RMATI ON – Use confirmation link to confirm your identity

Self- Recovery Process Challenge Confirmation Link This link w ill allow you to recovery your passw ord history page given you confirm your identity by providing the answ er to the challenge question chosen for the e-mail account. Use the challenge confirmation link to confirm your Challenge Question.

– Enter the Answ er to the challenge question you selected

If you do not use the link w ithin 24 hours as stated in the e-mail, the portal w ill not be available. Figure 16 Challenge Confirmation Link

Answ er the challenge question you selected to access your passw ord history page.

CONTACT SECURE MAI L S UPPORT F OR PAS S W ORD RECOVERY

– Send an e-mail to [emailprotected]

– Secure Mail Support w ill initiate the Passw ord Recovery Link for your account.

Figure 17 Challenge Question Dialog Box to Confirm Identity

Secure Mail Support Password Recovery Link If the self-recovery process is not successful, you can contact Secure Mail Support for assistance. Secure Mail Support can also initiate a Passw ord Recovery for your registered e-mail account. Passw ord Recovery w ill assist you to open Secure PDF documents already received.

Figure 18 Recovery Link

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Secure E-Mail User Guide For External Partners

Secure PDF Password Recovery The Passw ord Recovery link w ill link you to the passw ord management page for your registered e-mail account.

S ECURE PDF PASSWORD HI S TORY – View Secure PDF Passw ord History section

Secure PDF Passw ord History w ill display your current and previous passw ords. Use a passw ord in your history section list to open documents you already received. View passw ord history and click on the Sign Out button located at the top right of your screen.

to view current and previous passw ord(s). – Use current and previous passw ord(s) to open documents already received. If you click the Save button, it w ill require you to change your passw ord.

CREATE NEW SECURE PAS S W ORD – OPTIONAL – If you change your passw ord, your new passw ord w ill be used to open Secure PDF e-mail attachments received after this change.

Create New Secure PDF Passw ord is OPTIONAL. Changing your passw ord at this point is OPTIONAL. Secure e-mails you have already received have been protected w ith the passw ord set at the time the message w as sent. They can be opened w ith a passw ord from your Secure PDF Passw ord History. If you change your passw ord, please remember your new passw ord w ill only open Secure PDF documents received AFTER this change. Challenge Question should be set to enable self -recovery of your Secure PDF Passw ord. The challenge question you select and the answ er you provide w ill be used to confirm your identity w hen you initiate a passw ord recovery link. Figure 19 Password History & Reset Interface

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Secure E-Mail User Guide For External Partners

APPL E ( iOS ) MOBI L E DEVI CES – Secure E-Mail and attachments w ithin can be opened on and Apple iOS V5.χ+ devices.

Apple ® (iOS) Mobile Devices Secure E-Mail On Apple Mobile Devices The process to open Secure E-Mail on mobile iOS (Apple) devices is similar to the desktop process defined in the last section. You must have Adobe Reader installed.

– Apple® and the logos associated w ith it are registered trademarks of Apple Inc.

– Click here to dow nload the latest version of Adobe Reader.

1

2

3

4

Figure 20 SAMPLES Apple (iOS) Examples Steps 1-4

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1. In the notification e-mail, select the PDF Activ ity button and hold for 2 seconds. The Activity View Controller opens and displays the available App icons. You must have Adobe Reader installed. 2. Select the Open in Adobe Reader button. The password action sheet opens in modal view. 3. Enter your password and select Open. The Secure E-Mail opens. 4. View the Secure E-Mail. If you want to send a secure reply to the sender, use the Reply link in the Secure Actions section of the e-mail.

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Secure E-Mail User Guide For External Partners

APPL E ( iOS ) MOBI L E DEVI CES – Click here to dow nload the latest version of Adobe Reader.

Attachments On Apple Mobile Devices When a Secure E-Mail is sent w ith attachments on an Apple (iOS) mobile device:

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6

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Figure 21 SAMPLES Apple (iOS) Examples Steps 5-7

5. In the Secure E-Mail, select the paperclip icon located in the toolbar (bottom). The attachments panel opens. The files will be displayed in the panel. If the paperclip is not available, select the download icon located in the upper right had corner to download the attachment first. 6. Select the desired attachment. Since there may be different types of fi les, you must have the corresponding App to open each file type. For example, MS Word, MS Excel, Adobe PDF. 7. The attachment opens with its intended program (MS Word, MS Excel) and can be saved or printed.

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Secure E-Mail User Guide For External Partners

ANDROI D MOBI L E DEVI CES – Secure E-Mail and attachments w ithin can be opened on Android OS V2.3+ devices.

Android Mobile Devices Secure E-Mail On Android Mobile Devices The process to open Secure E-Mail on mobile Android devices is similar to the desktop process.

– Android and the logos associated w ith it are trademarks of Google Inc.

– Click here to dow nload the latest version of Adobe Reader.

1

2

3 Figure 22 SAMPLES Android Examples Steps 1-3

1. Click on Secure Mail link to open encrypted message. 2. Select Adobe Reader. 3. Enter Secure Password.

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Secure E-Mail User Guide For External Partners

ANDROI D MOBI L E DEVI CES – Click here to dow nload the latest version of Adobe Reader.

Attachments On Android Mobile Devices When opening attachments on an Android mobile device, an additional passw ord log on may be required, depending on the device. This passw ord is the same one you used to open the Secure E-mail. The process depicted here did not require an additional passw ord to open the attachment.

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5

6

Figure 23 SAMPLES Android Examples Steps 4-6

4. Tap screen to display the attachments panel, select the attachments (paper clip) icon. 5. Select the desired attachment (multiples are possible). 6. The attachment opens.

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Secure E-Mail User Guide For External Partners

QUESTIONS

Contact Us You can contact [emailprotected] for further assistance. You can also contact or direct other inquiries to your Relationship Manager or local BNY Mellon representative.

bnymellon.com BNY Mellon is a global inv estments company dedicated to helping its clients manage and service their f inancial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon deliv ers informed investment management and inv estment services in 35 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New Y ork Mellon Corporation (NY SE: BK). Additional information is available on www.bny mellon.com, or f ollow us on Twitter @BNY Mellon. ©2014 The Bank of New Y ork Mellon Corporation. All rights reserved. 02/2014

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