LPL Account View vs IDX

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.

*This app requires a valid IDX Identity or Privacy subscription in order to use. *For MyIDCare members receiving services through the OPM cyber incident. Unfortunately, this mobile application is not available for your use. Please visit https://opm.myidcare.com to access your account. Your cyber protection is our mission. We protect you from the start with our monitoring technology and alert notifications. If fraud occurs, we work on your behalf to restore your identity, saving you time and frustration. Rest easy with up to $1 million of insurance reimbursement coverage and the confidence that IDX Identity and Privacy is the only protection with a 100% Recovery Guarantee or your money back* IDX Identity and Privacy works around the clock to monitor your personal information and with the IDX Identity mobile app you’ll have access to your identity protection wherever you go. The IDX Identity and Privacy mobile app allows you to: • Activate and manage the monitoring services that are part of your subscription • Receive alerts and notifications • Report suspicious activity • Lock and unlock your credit report with the push of a button** • Get your monthly credit score** *Recovery Guarantee We will refund up to one year of fees that you have paid us for the Services if we fail to have removed all adverse matters posted to your record resulting from an identity theft evert within one year after your reported the event to us, provided you follow the procedures that we provide for addressing adverse matters, and provided you have enrolled in the Services prior to the identity theft event. *$1 Million Insurance Provides reimbursement for out-of-pocket expenses related to addressing the restoration of your identity. Expenses must be reported within 90 days. Stolen Funds cover principal amount incurred by the insured and caused by an unauthorized electronic fund transfer excluding any amount for which the insured received reimbursement from another source. **Requires IDX Complete subscription