Before installing Digital Certificates, you will need to add LPL.COM as a Trusted Site on the current computer. The steps are described below.

1. Launch Internet Explorer.
2. From the menu bar, choose Tools > Internet Options.



Note: If the menu bar is not visible, right-click on blank space in the toolbar area of the browser window, and then select Menu Bar.

3. In the Internet Options dialog box, click on the Security tab. (See below.)



4. In the Select a zone to view or change security settings section, select Trusted Sites, and then click the Sites button. (See below.)



The Trusted Sites dialog box opens. (See below.)



5. In the Add this website to the zone edit box, type in "https://*.lpl.com". (See below.)



6. Click the Add button. The entry now appears in the Websites list box. (See below.)



7. Click Close. The Trusted Sites dialog box closes, and the system returns you to the Internet Options dialog.
8. Click OK. The Internet Options dialog box closes.

This completes the addition of LPL.COM to your computer's list of Trusted Sites.

1. As prompted, enter your current BranchNet Username and Password in the fields provided, and then click Submit. (See below.)



Note: Be sure to enter your BranchNet password, and not the Certificate Code, in the Password field of the Security Website login box. If you enter an invalid username or password, the system will warn you and let you try again. If you enter an invalid username or password five times, the system will lock you out of the Security Website: you will need to request a new Certificate Code via BranchNet's Security Center or by calling Technology Order Fulfillment.

Upon successful entry into the system, the first Digital Certificate Enrollment page opens.

2. Click the Prepare your computer link. (See below.)



3. When asked if you want to run or save this file, click Run. (See below.)



4. When asked if you want to run this software, click Run. (See below.)



5. Upon completion, click the Continue button. (See below.)



The next Digital Certificate Enrollment page opens. (See below.)



The Digital Certificate Enrollment page displays (1) general information regarding Digital Certificates; (2) the number of installed certificates along with detailed information as to computer location, last login, date enrolled, expiration date, and description; (3) the number of available certificates; and (4) the Digital Certificate Enrollment section. Keep in mind that each field in the Digital Certificate Enrollment section is a required field.

Note: If you have reached the maximum number of downloaded certificates and need additional ones, contact Technology Order Fulfillment.

6. In the Digital Certificate Enrollment section --
• Enter your Certificate Code in the field provided. (See below.)



• In the Computer Location field, enter a unique description of your computer's location, for example, "Office1" or "Laptop2". (See below.)



Note: The computer location description must be unique from other descriptions already in use, and must consist of letters or numbers only: symbols and special characters are not allowed. Note also that if you enter a term or description that is in use, the system will display an error message and prompt you to enter a different description. As necessary, refer to the Location column in the Installed Certificates section of the current page to see a list of computer locations that are already in use.

• In the Description box, enter information that describes the computer on which you are installing the Digital Certificate.



• Read the text in the Digital ID Subscriber Agreement box, and then check the corresponding check box if all of the above information is true. (See below.)



7. When ready, click Submit. (If you click Cancel, the system will end your security website session, and return you to the Security Website login page.)
8. Upon successful validation of the form, the system displays a pop-up message to make sure you select "Yes" in the two "Potential Scripting Violation" dialog boxes that will appear in the next sequence of screens. (See below.)



Click Continue.

9. The first Potential Scripting Violation dialog box opens and asks if you want to request a certificate. (See below.)



Click Yes.

10. In the next dialog box, click Set Security Level.
(See below)



11. Verify that the security level is set to Medium, and then click Next.
(See below)



12. Click Finish.
(See below)



13. Click OK.
(See below)



14. The second Potential Scripting Violation box opens and asks if you want to add the certificates now. (See below)



Click Yes.

Note: If you click No in either of the Potential Scripting Violation dialog boxes, the system generates a "Process Failure" message and prompts you to try again or call LPL Financial's Technology Support Help Desk. If you click the close button in the upper right corner of the message box, the system will end the current session and return you to the Security Website login page.

15. Upon successful completion, the Digital Certificate Enrollment screen will let you know that the Digital Certificate has been successfully installed. (See below.)



16. Click Continue. The browser will close automatically.

Note: If the system cannot close the browser window automatically, a message box will ask if you want to close the window. Click Yes.