DST Vision vs NetX360® Mobile

With DST Vision Mobile, financial intermediaries can harness the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use and speed in mind, an advisor’s existing Vision ID and password is used to gain mobile access to key client account information while enjoying these benefits: -Fast, easy access to aggregated client account information -Improve client responsiveness -Vision ID and Password is used for mobile access -Access to real-time account information With DST Vision Mobile, you can: -View your book of business using the client and household lists aggregated across participating management companies -Search by last name to pinpoint assets held by a particular client or household -View asset information by household or individual client -View account details such as account number, value, NAV, NAV change and shares -Browse account transaction history

In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business. You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can: •Remain productive out of the office by accessing your clients’ account profile, balances, holdings and activity •View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households •Find your clients’ contact information, view their address and reach out to them •Stay on top of market shifts by absorbing real-time information and access to your “watch lists” •Be notified of time-sensitive needs via alerts and notifications •Trade equities, ETFs and mutual funds •Surface opportunities by viewing unrealized gains and losses and available funds for investing •Review top balances by market value, net worth and funds due across your book of business •Access your commission summary From your iPad, you can also access: •Access account statements, quarterly performance reports and other documents Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile. FOR AUTHORIZED USERS ONLY This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.