D.A. Davidson Client Access vs DayStayed

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.

DayStayed tracks how many days you spend in each state and country, automatically, so you always know where you stand on residency day-counts. Time split across state lines or borders? Residency and tax rules often turn on a day count, like the 183-day rule, and missing it by a few days can be costly. DayStayed keeps an accurate daily record in the background so you don't have to remember where you were. HOW IT WORKS - Automatic daily tracking. DayStayed records which state or country you're in each day, running quietly in the background. No check-ins required. - Manual entries and corrections. Add or fix any day yourself; your edits always win. - Threshold dashboard. See your day count for each jurisdiction you watch, how many days you have left, and alerts as you approach a limit. - Complete picture. Days you stay put carry forward, so your log stays continuous even when you don't move. FREE FOREVER Tracking, your dashboard, jurisdiction watching, and day-count alerts are free for as long as you use the app. Most competitors lock all of that behind a trial. DayStayed doesn't. DAYSTAYED PRO Upgrade when you need the paperwork: - CPA-ready audit report (PDF) with your day-by-day log, jurisdiction totals, threshold status, and methodology - Export to PDF and Excel - Multi-year history and reporting - Track unlimited jurisdictions DayStayed Pro is an annual subscription with a 7-day free trial. PRIVATE BY DESIGN Your location is yours. DayStayed never sells your data and has no ads or third-party tracking. Location is used only to determine your daily jurisdiction, and coordinates are encrypted. NOT TAX ADVICE DayStayed records facts about your location to help you track day-counts. It is not tax or legal advice and does not determine your residency or tax liability, confirm any conclusions with a qualified professional. DayStayed Pro is an auto-renewing annual subscription. Payment is charged to your Apple ID at purchase or at the end of the 7-day free trial. It renews automatically unless cancelled at least 24 hours before the period ends; manage or cancel in your App Store account settings. Terms: https://daystayed.app/terms · Privacy: https://daystayed.app/privacy