BNY Pershing Access vs Aon YPR

Get on-the-go access to your accounts held in custody at BNY | Pershing. You may see our name on statements and trade confirmations. We work behind the scenes on behalf of your advisor so they can focus on providing you with advice. Advisor Solutions, which is the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY, N.A., provides operational, technology and client-related support. Its affiliate Pershing LLC (Pershing) provides clearing, brokerage custody and other related services and BNY, N.A. provides bank custody. And we are all committed to the safekeeping, servicing and reporting of assets for investors like you. Our mobile solutions let you securely: • View account statements, trade confirmations and tax statements • Get instant access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more • View a comprehensive account summary at a glance—right from the home screen • Pay bills via single sign-on to Bill Suite™ • Securely reset passwords • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds • Deposit checks into eligible investment accounts at Pershing with our mobile check deposit service Pershing LLC (member FINRA, NYSE, SIPC) Pershing Advisor Solutions LLC (member FINRA, SIPC) and BNY, N.A. (member FDIC) are subsidiaries on The Bank of New York Corporation.

Whether retirement is a long way off or just around the corner, make Your Plan Resources part of your retirement planning toolkit. Your Plan Resources is your personalized online connection to information about the benefit you’ve earned under your employer. You can use this app to access Your Plan Resources on the go to learn more about your benefit, which is a key part of your financial future. With Your Plan Resources, you can: • Estimate the value of your current or future benefit by making a few simple assumptions • Create, save, and compare multiple benefit estimates, and if you are eligible and the feature is available, submit your retirement election online • Download plan-related forms and documents, and if available for your site, receive documents through your secure mailbox • Access links to useful retirement-related websites