PAS NetXi vs AssetMark Mobile

Park Avenue Securities Mobile provides you with an essential solution for managing your investments. Now you can stay connected while you are on the go – wherever you use your iPhone or iPad. Park Avenue Securities Mobile lets you manage your financial portfolio in an efficient and user-friendly environment designed for your mobility. Through Park Avenue Securities Mobile, you have fully featured access to account information, such as balance, holdings, activity and order status. Park Avenue Securities may also (optionally) enable you to use PAS Investor Mobile to view real-time quotes and place trades for equities while on the go. Anytime, anywhere – that is the power of mobility. That is the power of Park Avenue Securities Mobile. With your iPhone or iPad, you can access - Account balances and holdings - Transaction history - Order Status - Market information and quotes - Your securities watchlist - Equity order entry (if enabled by your financial institution) From your iPad, you can also access account documents such as statements, trade confirmation and tax documents. Please note: - Account access, trade execution and system response may be affected by a variety of factors, including trading volumes, market conditions, phone and computer networks. - Fees, markups or commissions may be charge on trades. Please contact your financial institution for details. - Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial institution for details. IMPORTANT INFORMATION FOR USERS – To use Park Avenue Securities Mobile, you must be a client with an account at Park Avenue Securities and have access to your account information via the Park Avenue Securities website. Park Avenue Securities also has to specifically activate the Park Avenue Securities Mobile application for its account holders. If you are unable to download the application or have any questions, please contact your investment professional at Park Avenue Securities.

AssetMark Mobile’s user-friendly interface and intuitive navigation empower you to access and track your investments anytime, anywhere. • Stay on top of your portfolio. An intuitive interface allows you to navigate your investments. • Access visualizations of your portfolio. Portfolio summary data and sharp graphics deliver the insights you need. • As close as your smartphone. When you can’t be at your laptop, you still can access the account information you need. IMPORTANT INFORMATION This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Online access is subject to system availability. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or your Financial Advisor. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Investment Management, a division of AssetMark, Inc., includes AssetMark, Savos, and Aris strategies. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage™, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services. To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents. | ©2025 AssetMark, Inc. All rights reserved. 105823 | C23-20004 | 01/2025