D.A. Davidson Client Access vs Entrust Self

As a D.A. Davidson client, you now have secure access to your account information wherever life takes you. Our free, user-friendly Client Access Mobile App enables you to view balances, holdings, and activity information from the convenience of your phone. The strength of our advice is enhanced by providing clients easily accessible account information; combining the accessibility of our Client Access Mobile App and the guidance of your Financial Advisor, you can be confident in the availability of your account information – when, and where, you want it. This is D.A. Davidson’s way of offering our straightforward approach to clients on the go. To access your account information and take full advantage of the app, you must be a D.A. Davidson client and be a registered user of D.A. Davidson Client Access. To sign up for access, visit https://access.davidsoncompanies.com and follow the prompts in the “Self-Enrollment” Section. ____________________________________ IMPORTANT DISCLOSURES - Account data shown in store images is intended for illustrative purposes only, does not reflect actual account data, and is not a recommendation. - This app is free to download; however, a data plan is required and your mobile carrier may apply data and access fees. Please consult with your mobile carrier to determine your mobile plan details.  - Prices and information obtained from outside sources are considered reliable but are not guaranteed by D.A. Davidson. Actual prices may vary, and upon sale, you may receive more or less than your original purchase price. Please consult with your Financial Advisor for additional information. - Investment products are not federally or FDIC insured, are not guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value. - Investment advisory products and services are made available through D.A. Davidson & Co., a registered investment adviser. - D.A. Davidson values your privacy. Please review our privacy policy at: http://www.davidsoncompanies.com/indv/a_indv/important_disclosures.cfm#privacy - The D.A. Davidson Client Access Mobile application falls under the terms and conditions found in the D.A Davidson Client Access User Agreement that is agreed to when signing up for D.A. Davidson Client Access. You can find and review the User Agreement by logging in to Client Access and clicking on the User Agreement link found along the bottom of each page.

SELF-DIRECTED IRA INVESTING STREAMLINED Looking for a way to plan for retirement that suits your needs and expertise? With Entrust, you can do so via a self-directed IRA (SDIRA) that allows you to invest in what you want. With a SDIRA, you’re not limited to stocks, bonds, or other traditional investments. Instead, you can invest in alternative assets such as real estate, private equity, private lending, precious metals, and more. An Entrust Self-Directed IRA allows you to: • Invest - Transfer or rollover your existing IRA or 401(k) to start investing in alternative assets • Manage - Purchase alternative assets, make contributions, set up beneficiaries, and more • Take control - Discover strategies and techniques to help you diversify and grow your retirement savings via our online learning center With our app, you can manage your SDIRA on the go. The Entrust app is currently designed for existing account holders. Don’t have an account yet? Go to theentrustgroup.com/open-a-self-directed-ira to get started. SDIRA INVESTING ON THE GO With the Entrust app, invest with your SDIRA from anywhere. Use it to: • Fund your account • Purchase alternative investments • Complete, edit, and submit necessary forms • Browse private offerings on Entrust Connect • Open additional accounts EASY ACCOUNT MANAGEMENT Managing your SDIRA and investments has never been more convenient: • View and download statements and tax forms • Make payments • Manage beneficiaries • Update personal information • Complete and submit fair market valuations • Take distributions • Give account access to your advisor EFFORTLESS REAL ESTATE ASSET MANAGEMENT Say goodbye to writing checks. Use the myDirection Visa debit card to manage real estate expenses: • Apply for the myDirection card • Add funds to your card • Certify transactions • Add your card to Apple Wallet EXPLORE NEW OFFERINGS Looking for new investment ideas? Consider our online marketplace, Entrust Connect. Use it to find private offerings that other Entrust clients have already invested in. The marketplace is continually updated and includes offerings for almost every interest. SAFE & SECURE Your data security is our priority. The Entrust app meets or exceeds all privacy and security standards set by Apple. This includes multi-factor authentication to prevent unauthorized access. It also works with Apple’s keychain access, so users can securely pre-populate their credentials. WE’RE HERE FOR YOU Got questions about the Entrust app or your account? Contact us directly via secure message within the app. Disclaimer: Entrust does not promote any investments. Rather, Entrust provides the administration, information, and tools to make self-direction straightforward and compliant. We help you get started quickly and stay with you every step of the way.