LPL Account View vs Osaic Equipt

Get fast and secure access to your LPL accounts all from the convenience from your mobile device. LPL Financial’s Account View app provides a range of financial solutions that align with your needs, so you can focus on your financial aspirations and see how you’re trending toward your goals. LPL Financial’s Account View mobile app features include: Monitor accounts • Track your total portfolio in a single location • View total portfolio value, including the ability to look at value over different time periods • Watch your account balances and position information updated throughout the trading day • Monitor transaction activity including purchases, sales, deposits, and withdrawals • Analyze your exact allocations across all asset classes Account Management • Easily self-enroll in paperless delivery options • View account documents, including statements and confirmations Daily Market Updates • Get investment research and daily market updates Accessibility and security • Biometric login available for your security and convenience • Enhanced security with 2-factor authentication option We are committed to continuing to evolve the products and innovative solutions we provide to help you stay informed about your investment accounts. LPL Account View is supported on iOS devices with iOS 15 and later.

Stay Connected - eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone. Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Market information and quotes • Statements and Documents Please note: • 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 advisor for details.