accessOPTIMA® Mobile vs Clear Street Institutional

accessOPTIMA® is your digital treasury management platform, offering a single, customizable point-of-access to obtain account information and tools that you need to help meet your daily cash-flow requirements and optimize your company's long-term cash management strategy. Key features include real-time reporting, integrated payment workflows, self-service capabilities, live customer support and security controls to help mitigate fraud. accessOPTIMA delivers enhanced capabilities: • Customizable dashboard lets you tailor screens with the information you need for your specific job function • Integrated payment center allow you to view multiple transactions - including wires, ACH, loans and transfers - on one screen • Real-time reporting gives you access to current account balances and transaction data, 24/7 • Responsive design provides a seamless experience across desktop, mobile phone and tablet devices • Live chat puts you in contact with our dedicated client services team for answers to questions or help resolving issues • Administrative controls offer a simple way to add or clone users and set individual permission standards • Alerts raise awareness of financial activities so you can monitor various accounts whenever a transaction occurs

Clear Street Institutional™ A mobile experience of Clear Street Studio™, optimized for trading and managing your positions. Our mission is to give every sophisticated investor access to every asset, in every market. Disclaimer Investing in financial products involves risk to your capital. Your investments may increase or decrease in value, and losses in derivatives or when trading on margin may exceed the value of your original investment. AI Assistant Disclaimer This AI-powered virtual assistant (“Assistant”) is offered to Clear Street LLC brokerage customers by Clear Street Technologies LLC to help access general information about your account, including your holdings and the historical performance of those holdings. The Assistant is an automated system that uses artificial intelligence (“AI”). It provides informational support only. The Assistant does not: * Provide investment, financial, tax, trading or legal advice * Make recommendations to buy, sell, or hold any security * Evaluate whether any investment is suitable for you * Consider your personal financial situation, objectives, or risk tolerance Any decisions you make based on information provided by the Assistant are your responsibility. We work to provide accurate and up-to-date information; however, delays, data errors, and system issues may occur. Information presented by the Assistant may not reflect your most recent transactions, valuations, corporate actions, interest or dividend payments, fees, or margin balances. For complete and accurate information, please refer to your official brokerage statements and trade confirmations available on Clear Street Studio™, which will always control in the event of discrepancies. The Assistant does not consider your financial objectives, risk tolerance, time horizon, or other personal factors. Before making any investment decision, you should consult a qualified financial professional or review publicly available information. The Assistant cannot place trades or make changes to your account. By using the Assistant, you acknowledge that: * Clear Street LLC will record and monitor your interactions with the Assistant. * Information provided through the Assistant may not be complete, current, or accurate. * You are solely responsible for any investment or trading decisions. Clear Street LLC, Member FINRA, CFTC, NFA & SIPC www.clearstreet.io/legal/regulatory-disclosures