COMMLink® vs Fiduciary Decisions

The Commonwealth Financial Network® COMMunity Link® Mobile App lets advisors stay connected to their businesses and our platform when they’re on the go. Place a trade, move money, confirm a balance transfer, receive alerts, review your compensation report, view your CRM contacts, and more. It’s all available with easy access from your smartphone or tablet. IMPORTANT INFORMATION REGARDING THIS APP The COMMunity Link® application is exclusively for use by Commonwealth advisors and advisors’ staff and employees. A COMMunity Link login is required. Use of the COMMunity Link Mobile App is subject to all applicable Commonwealth policies and procedures, including those set forth in the Compliance Manual and Commonwealth’s Privacy Notice.

Fiduciary Decisions & Insights (FDi) is the industry leader for independent, comprehensive, informative and cost-effective benchmarking services for the Defined Contribution space. FDi’s Meeting and Hours Tracker is a mobile app version of all of the great functionality that you value from the Fiduciary Decision's website including: - Ability to select your clients from your plan list - Drop downs to select from work and meeting types that align with the categories from the Value and Fee Benchmarking report - Tracking of meeting, prep & follow-up and travel hours - Ability to add additional staff hours - Custom notes for each entry - Log to view all work and meetings for a plan - Meeting & Hours Tracker is integrated with the Value and Fee Benchmarking Report so your last 12 months entries will automatically be pulled into your current benchmarking report requests This app is only available to licensed Fiduciary Decisions & Insights users with valid login credentials and requires Wi-Fi or cellular data to function (no offline access). Please contact us with any support needs or feedback suggestions via phone at 866-516-4909, via email at service@fiduciarydecisions.com or visit us at www.fiduciarydecisions.com