Opco Client Access mobile app vs Bespoke Mobile

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/

Bespoke puts your entire wealth management practice in your hands. Designed for financial advisors, account managers, and their clients, Bespoke delivers a secure, full-featured mobile experience for managing complex portfolios on the go. CLIENT PORTFOLIO MANAGEMENT Get a complete picture of every client's financial life in one place. Browse and search your full client roster, then drill into any client's holdings to view their accounts, assets, and legal entities — all with the detail you need to stay informed and act with confidence. SECURE TEAM MESSAGING Stay connected with your team and clients through built-in real-time messaging. See who's typing, track unread conversations at a glance, and access shared files — all within a secure environment.