CIBC Mobile Wealth vs NestExpenseTracker

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.

NestExpenseTracker turns your paper and digital receipts into an organized, easy-to-follow record of your spending. - Scan a receipt and let the app pull out the merchant, date, and line items automatically - Add expenses manually in seconds when there's no receipt to scan - Organize spending by category and see monthly reports and budgets at a glance - Set a monthly budget per category and get notified when you're nearing or over it - Recurring expenses (like subscriptions or rent) can auto-add themselves on a schedule you choose - Split any expense with the people in your household, and see exactly who owes what - Settle up balances directly in the app, no spreadsheets, no guesswork - Everything syncs automatically across your devices and with the household members you invite Whether you're tracking your own spending or splitting bills with roommates, partners, or family, Receipt Scanner keeps everyone on the same page. Terms of Use: https://nestexpensetracker.legal.craftloop.ca/terms