Subject: RE: Souther Financial Online Banking (I) From: Paul Morris < Date: Fri, 11 Sep 2015 15:45:29 -0400 To: Melinda Roy < >, Jj Litchford Cc: Stewart Oldfield 5 > Classification: For internal use only let me reach out to them Monday first and then I will let you know and get it done, thanks for folio w -up Paul Morris Managing Director Deutsche Bank Private Bank Office: Cell: Original Message From: Melinda Roy Sent: Friday, September 11, 2015 3:30 PM To: Jj Litchford Cc: Paul Morris; Stewart Oldfield Subject: RE: Souther Financial Online Banking (I) Classification: For internal use only I looked into how to set up an online banking account - it's pretty easy. There are two forms that w e can Fedex to the client. I can pre-fill most of the information before sending over so it should n of be difficult. The client can specify a designed admin (probably Bella) and then later authorize m ore individuals to have access to the online account. After we receive the completed forms, the onli ne account should be running in a day or so. I can contact Artie Tremblay to conduct an online demo for the client once they have access. I did not have an opportunity to bring this up with Bella today. JJ and I can call them Monday to to lk about the transition if you are comfortable with that. Let me know! Original Message From: Jj Litchford Sent: Friday, September 11, 2015 11:35 AM To: Paul Morris; Stewart Oldfield Cc: Melinda Roy Subject: Souther Financial Online Banking [I) Classification: For internal use only Paul, per our conversation, these 6 wires just came Melinda has capacity today and will be ass isting. She is also going to look into the process for getting them set-up with online banking/ training so that they can be self-sufficient with these moving forward. JJ Litchford Associate Banker Deutsche Bank Trust Company Americas Deutsche Asset a Wealth Management 345 Park Avenue, 24th Floor New York, New York 10154 Orig