TreasuryViewer vs OWM Client Portal

View your TreasuryDirect® account on your phone! TreasuryViewer is a mobile app to buy and view your Treasury securities on Treasury Direct. We access TreasuryDirect.gov® and load the information for you. No more virtual keyboard nonsense or website trouble! Buy and trade treasury bonds commission free through our interface. This mobile app is not the official app for the US Government or TreasuryDirect® Fixed income plays an important part of any balanced portfolio. See your own fixed income securities on your phone using Treasury Viewer. Here’s how to get started: - Make a TreasuryDirect® account on TreasuryDirect.gov® - Login using our application to view previously purchased securities or to purchase treasury bills, treasury bonds, and savings bonds. - We never access your data ­— the login happens completely on your phone What’s inside the TreasuryViewer iOS app: Biometrically protected login (or mobile pin) for easy and safe login access Now with ID.me login supported! We calculate detailed financial statistics for: - Treasury Bills (T-bills) - Treasury Notes (T-notes) - Treasury Bonds (T-bonds) - Floating Rate Notes (FRNs) - Treasury Inflation-Protected Securities (TIPS) - Series I Saving Bonds (Savings I Bonds) - Series EE Saving Bonds (Savings EE Bonds) Portfolio Breakdown - See how much a security type contributes to your portfolio - Download tax documents with a single press Buy and Manage Orders -Buy Treasury Bonds, Series I Bonds, Treasury Bills and More directly from your phone! -Manage pending purchases of your Treasuries straight from your mobile device Roadmap for upcoming features (contact us with what features you would like to see): - More advanced portfolio statistics - More Treasury Direct Features Terms of Service: https://treasuryviewer.com/terms.html

The Ossola Wealth Management app enables clients to access portfolio data in a simple, elegant interface. Requirements: You must be an authorized user for the phone application. If you would like to request access, please contact your Ossola Wealth Management (OWM) team at (800) 810-5753 or (949) 255-5852. Securities and Advisory Services offered through Prospera Financial Services, Inc. | Member FINRA, SIPC