Bread Savings vs SRT CLT

If you’ve opened a high-yield savings account or CD with the Bread Savings online bank, this app is for you. Start saving more towards your best life, even when you’re on the go. Ready to download the app? Please sign in with your online banking username and password. Want more information? Here’s everything you can do with this Bread Savings app: • Access your savings or CD accounts quickly and securely. Touch ID and PIN authentication allow sign-in using your fingerprint or personal passcode. • Monitor your activity. View your account balances and transactions, all in one place. • Make deposits with mobile check capture. Use your phone’s camera to snap a picture of your check – easy as can be! • Transfer funds effortlessly. Generate one-time or repeating automatic transfers to other linked bank accounts. • Have it your way. Customize your interface and add your own tags, images and notes to create a personalized banking experience. • Get your questions answered. Speak with Bread Savings Customer Care at the touch of a button. Hey, if you’ve got a Bread Financial branded credit card and you’re looking to make payments to your account, we’re sorry, this app isn’t for you. Instead, Bread Financial credit card customers can go to Account Center for everything related to your account

Explore the new app for plan participants from Schwab Retirement Technologies® (Schwab RT). For information about licensing this app, please contact schwabrt@schwab.com. FEATURES FOR PLAN ADMINISTRATORS • Brand your licensed app with your own icon, logo, and colors • Provide plan-specific branding after participants log in FEATURES FOR PLAN PARTICIPANTS • Use biometrics to log in conveniently and securely • Check balances, portfolio performance, and recent transactions • View and update investment elections • Snap photos of documents and upload them securely to the plan administrator • Get a retirement income forecast • View educational videos about saving and investing principles • Research investment performance • Manage beneficiaries and other profile information DISCLOSURE vWise is not affiliated with or employed by the Charles Schwab Corporation. Schwab RT does not supervise third party firms and takes no responsibility to monitor the services they provide to you. The Charles Schwab Corporation provides services to retirement plans and participants through its separate but affiliated subsidiaries: Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Schwab Retirement Technologies, Inc.® (Schwab RT). Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Trust, custody and deposit products and services are available through Charles Schwab Trust Bank, Member FDIC. Schwab RT is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent Third Party Administrators. ©2021. Schwab Retirement Technologies, Inc. All rights reserved. (0421-15JV)