CIBC Mobile Wealth vs iA Mobile

Build your wealth with the CIBC Mobile Wealth App Access your accounts with CIBC Investor’s Edge, CIBC Imperial Investor Services, CIBC Wood Gundy and CIBC Private Investment Counsel – all in one place to monitor your investments. Are you an Investor’s Edge client? With your CIBC Investor’s Edge account, you can also discover investment ideas, trade on the go and never miss an opportunity. Choose from stocks, ETFs, cypto ETFs, options, mutual funds, GICs, bonds and more. Trade in CAD or USD in your TFSA, RRSP, FHSA, RESP, as well as many other registered and non-registered accounts. Get the benefits of our powerful desktop platform on the app. Take advantage of advanced order types, trading in extended hours, and research tools to evaluate investing ideas. Make saving easy by automatically adding money from your bank account each week or month. You can also automatically reinvest your dividends too. Enjoy low pricing to help your money go further. Plus, there’s no minimum account balance. Investor’s Edge, Imperial Investor Service and Wood Gundy clients can: Monitor investments Know exactly how your accounts are doing with detailed information, including intraday and daily change values, book values and total gains or losses. Use customizable charts Identify trends and trading opportunities, and analyze stock performance with interactive and customizable charts. You can also access advanced charts through Quotes and Research. Access eDocuments Whether it’s your trade confirmations, account statements or your tax documents, they’re all available on the go. CIBC Private Investment Counsel clients can: You can view your portfolio and portfolio holdings, which include book value, market price and market value. Get your My Investment Counsellor information If you need to get in touch on the go, your My Investment Counsellor details are available on the app. And as always, you’re protected by the CIBC Digital Banking Guarantee. Important info to know LANGUAGES English and French PRIVACY Your privacy and security come first. Learn more (https://www.cibc.com/en/privacy-security.html). LEGAL Ready to download the CIBC Mobile Wealth App? Great! When you do, it means you consent to the installation and any automatic updates/upgrades. Heads up – the app might: - Communicate with our servers to deliver features/functionality and record usage - Affect preferences or data stored on your device - Collect, use and disclose personal info, per our privacy policy Uninstall the app to withdraw consent. Your service provider might charge you fees to access our app. Check with them if you have any questions. NEED HELP? CONTACT US: CIBC Investor’s Edge https://www.investorsedge.cibc.com/en/contact-us.html CIBC Imperial Investor Services https://www.imperialinvestor.cibc.com/en/contact-us.html CIBC Wood Gundy https://www.woodgundy.cibc.com/en/contact-us.html CIBC Private Investment Counsel https://www.cibc.com/ca/private-wealth-management/find-advisor.html Or the old-fashioned way: CIBC Head Office, 81 Bay Street, CIBC Square, Toronto, Ontario, Canada M5J 0E7 DISCLAIMERS CIBC and related marks are trademarks of CIBC. To use the CIBC Mobile Wealth App, you must first be registered for online access.

iA Mobile makes it easy for you focus on your goals by always having your information at your fingertips! Take advantage of your group insurance benefits and monitor your retirement savings and investments at iA Financial Group. With iA Mobile, you can: GROUP INSURANCE - Submit your claims securely - Send photos of your receipts, if required - Track your claims - Use your health spending account to reimburse the unpaid portion of a claim - Check the eligibility of healthcare providers - Check your prescription drug coverage - Estimate the amount you will be reimbursed for your prescription drugs - Find pharmacies that offer the prescription drug you are looking for and compare prices* - Use your smartphone as a group insurance card - Obtain proof of travel insurance** - Produce the list of expenses for your income tax return The functionalities in iA Mobile vary based on the plan chosen by your employer. ** WebRx users outside Quebec can view the price of the medication they are searching for in each pharmacy found. In Quebec, WebRx does not provide prices per pharmacy; instead it provides an average provincial price for each drug being searched. ** Obtain proof of travel insurance if your group insurance plan covers emergency medical care received outside of Canada GROUP SAVINGS AND RETIREMENT - See how much you have saved to date - Track your progress toward your retirement goal - See the return on your investments - Make voluntary contributions to your group RRSP, group TFSA or VRSP - See your transaction history - Make sure that your investment asset mix still matches your investor profile - Designate or change your beneficiaries INDIVIDUAL SAVINGS AND RETIREMENT - View your investment balance - See your personal rates of return for each contract - Consult your electronic documents You must be registered for My Client Space to take full advantage of iA Mobile. To learn more about iA Mobile, go to ia.ca/iamobile.