Opco Client Access mobile app vs Bernstein Private Wealth

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/

As a Bernstein Private Wealth Management client, the My Bernstein mobile app empowers you to manage your wealth effortlessly, anytime and anywhere. Seamlessly check account balances, transfer funds, deposit checks, and securely share files with your advisory team. Account Information • Access comprehensive views of all your Bernstein accounts • Monitor asset allocation, activity, holdings, and performance • Dive into transaction history for purchases, sales, additions, and withdrawals • Analyze detailed holdings by asset class and view both managed and unmanaged securities Deposits and Transfers • Use mobile check deposit for quick and easy deposits into eligible accounts • Access wire/ACH instructions to fund your Bernstein accounts • Effortlessly transfer funds from your Bernstein accounts Secure Share • Share documents securely with your advisor Wealth Hub • Link external accounts for a comprehensive view of your assets Contact Your Advisor • Instantly connect with your Bernstein advisor via phone or e-mail Safety and Security • Benefit from advanced security measures designed to protect your account Download the My Bernstein app today to take control of your financial future with confidence and ease.