BNY Pershing Access vs Snap2Deduct

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.

Snap2Deduct helps you document charitable donations in one place. Use Snap2Deduct to: • Scan a photo of donated items • Review and edit detected items, quantities, and estimated values • Save donation sessions for later • Export Donation Summary PDFs for your records Snap2Deduct is designed to make donation recordkeeping simpler and more organized, whether you are dropping off a few items or tracking donations over time. Features • Photo-based donation scanning • Editable item lists and estimated values • Saved donation history • Donation Summary PDF export • Simple workflow for personal recordkeeping Important Values shown in Snap2Deduct are estimates only. Snap2Deduct is intended for recordkeeping and does not provide tax, legal, accounting, or appraisal advice.