Morgan Stanley Matrix vs Columbia Private Trust

The Morgan Stanley Matrix mobile application provides our institutional clients select features from the Matrix platform. These features include Ideas and Research, Prime Brokerage, and Foreign Exchange. You can read more about each of these features below. Ideas and Research: The Ideas and Research mobile application is a powerful way for institutional clients to access Morgan Stanley’s proprietary content. From this app you can: - View the latest sales and trading trade ideas and market commentary from our desks across the globe - Access our unparalleled research from our industry leading analysts, economists, and strategists - Find and follow new authors, topics, and publications - Create your own feed based on your personal preferences - Set alerts and manage your content subscriptions Prime Brokerage: The Prime Brokerage mobile application is a platform that presents Matrix data and workflows on iOS devices. The initial rollout allows users to receive notifications alerting them to changes in wire status and approve wires on their mobile device. Upcoming functionality includes viewing securities lending information, margin data, and other account summary information. Foreign Exchange: The Foreign Exchange mobile application allows clients to enter and manage FX orders via mobile application, providing a seamless experience across desktop and mobile device platforms. From this app you can: - Input, amend, and cancel Fusion orders and algorithms - Monitor market rates in real time - View the order blotter showing executed trades - Apply optional notifications for order fills The app also has 2 factor authentication, including Touch ID and Face ID. There is no charge to download the application. A valid Matrix account is required to log in. Standard messaging and data rates from wireless provider may apply. For more info please contact the Matrix Helpdesk

With the Columbia Private Trust (CPT) mobile app, you can quickly access and track your Columbia Private Trust accounts. With the app’s simple navigation, you can conveniently monitor and stay connected to your investment accounts. View balances and transactions, and manage your contact information, all from your mobile device. Other features include: • A dashboard summarizing your investment accounts, market value, and how your money is invested • Graphical views showing the value of your investments over time • Landscape views for more detailed views of your accounts You must currently have access to your accounts on the Pacific Premier Wealth Online site to be able to use the CPT mobile app. For assistance in registering for online access, please contact Columbia Private Trust Client Services.