Wealthscape℠ vs AdviceWorks®

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC. The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. Best of all, it’s portable, it’s secure, and it’s easy. The Wealthscape℠ app offers: Advanced Security -Employs Fidelity’s cyber security experience and policies -Supports biometric login (face and fingerprint scan) -Supports two-factor authentication Easy access to account information and features -Make a mobile check deposit into one or more eligible accounts -View positions and balances within each account -View account level balance over time -View account level asset allocation graphic -View account restriction indicator -View activity, including pending transactions, history and order status -Access client contact information (phone, email and address) -View client summary, positions, and history information -View market information and news Privacy Policy -View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy Screenshots are for illustrative purposes only. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable. WealthscapeSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS'). Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments®. Listing them does not suggest a recommendation or endorsement by Fidelity Investments®. Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. © 2025 FMR LLC. All rights reserved. 1109349.2.0

Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.