BNY Wealth Online vs Opco Client Access mobile app

The Wealth Online mobile app is available to BNY Wealth clients enrolled in Wealth Online. You can securely manage and transact on consumer accounts as well as monitor investment accounts, all within our mobile app. With clear navigation, a customizable view of your entire relationship and the latest intraday pricing information, Wealth Online makes accessing your accounts easy. Investment accounts on the go: - Access your investment portfolio page, a detailed view of your accounts - View Investment Management account statements and tax documents - Transfer funds between your investment accounts - Add external accounts via My Wealth - Manage alerts Banking accounts on the go: - Monitor your account by viewing available balance - Search transaction history - Funds transfer and payments - Transfers between BNY and external banking accounts - Pay bills and manage payees - Send and receive money securely with Zelle® - Mobile check deposits - Debit card controls and alerts - Stop payments, check re-order, lost/stolen card reporting - Touch ID®, Face ID® or passcode for quick access If you are not currently enrolled in Wealth Online, please visit https://login.bnymellonwealth.com/enroll , or contact your BNY Wealth team to get started. Seller: The Bank of New York Mellon Copyright: ©2024 The Bank of New York Mellon. All rights reserved.

Access your Oppenheimer & Co. Inc. account information whenever and wherever you are with the Opco Client Access mobile app. Current users of our Client Access website (https://www.opco.com/ClientAccess) that have completed the identity verification process can start using the app immediately. Users that do not have a User Name to access Client Access should contact their Financial Advisor for assistance. You will need to complete the identity verification process on the desktop Client Access site first before you can use the Opco Mobile app. MY ACCOUNTS Summary of all your accounts Holdings in your account Balances data for your account Recent activity in your account Realized Gain/Loss data for your account Access to account statements, confirms and other documents RESEARCH Latest published research Research by symbol Research advanced search Market Commentary Analyst BIOS Televised Commentary MY PROFILE Edit User Name Edit email address Change password Show/hide accounts Edit account nicknames Update eDelivery settings CONTACT US Contact your Financial Advisor Branch locator International offices Client help desk There is no fee charged to you by Oppenheimer for your use of the Mobile App. This Mobile App is intended to be used as a complement to your existing Oppenheimer Online Account. However, your wireless service provider (including any roaming wireless service provider and any Wifi Hotspots), internet service provider or telecommunications provider may impose fees or charges to you for the transmission or receipt of Mobile Communications through your usage of the Mobile App. You acknowledge and agree that you are solely responsible for any such charges. Such fees are irrespective of any fees that apply to any Oppenheimer services that may be accessible through the Mobile App. All such fees for Oppenheimer services shall continue to apply to you and you will continue to be responsible for the payment of such fees. https://www.opco.com/SocialMediaDisclosures/