Opco Client Access mobile app vs PFM Client App

Access your Oppenheimer & Co. Inc. account information whenever and wherever you are with the Opco Client Access mobile app. Current users of our Client Access website (https://www.opco.com/ClientAccess) that have completed the identity verification process can start using the app immediately. Users that do not have a User Name to access Client Access should contact their Financial Advisor for assistance. You will need to complete the identity verification process on the desktop Client Access site first before you can use the Opco Mobile app. MY ACCOUNTS Summary of all your accounts Holdings in your account Balances data for your account Recent activity in your account Realized Gain/Loss data for your account Access to account statements, confirms and other documents RESEARCH Latest published research Research by symbol Research advanced search Market Commentary Analyst BIOS Televised Commentary MY PROFILE Edit User Name Edit email address Change password Show/hide accounts Edit account nicknames Update eDelivery settings CONTACT US Contact your Financial Advisor Branch locator International offices Client help desk There is no fee charged to you by Oppenheimer for your use of the Mobile App. This Mobile App is intended to be used as a complement to your existing Oppenheimer Online Account. However, your wireless service provider (including any roaming wireless service provider and any Wifi Hotspots), internet service provider or telecommunications provider may impose fees or charges to you for the transmission or receipt of Mobile Communications through your usage of the Mobile App. You acknowledge and agree that you are solely responsible for any such charges. Such fees are irrespective of any fees that apply to any Oppenheimer services that may be accessible through the Mobile App. All such fees for Oppenheimer services shall continue to apply to you and you will continue to be responsible for the payment of such fees. https://www.opco.com/SocialMediaDisclosures/

Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, calculate performance for any timeframe, securely exchange files with Peak, and run custom reports. Additionally, can receive their quarterly statements electronically through the portal. Peak's custom client portal provides detailed portfolio information, such as: Summary Data - Quickly view balances, investment returns, and allocations on the account or total portfolio level. Detailed Performance - Calculate performance of your investment accounts managed by Peak with benchmark comparisons for any timeframe. Change the grouping to view performance by portfolio, account, asset class, asset category, or individual holding. Positions - See the market value, cost basis, and realized/unrealized gains/losses for each position throughout different time periods. Transactions - View all activity in each of your investment accounts. Easily filter for specific transactions or set custom timeframes. Document Vault - Securely share important information with Peak such as tax returns, insurance policies, estate documents, and financial statements. Clients can easily organize documents by creating specific folders. Required Minimum Distributions - If applicable, the portal will track the amount of client required minimum distributions each year and display whether or not those distributions have been satisfied. Quarterly Statements & Custom Reports - Clients can elect to receive their quarterly statement electronically via the portal and run custom reports on their own. Financial Planning - For those with a financial plan, clients can view important aspects such as their net worth statement, probability of success, and scenario summaries.