Schwab Advisor Center® Mobile vs FireLight eApp™

The Schwab Advisor Center® Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. * This application is for advisors whose firms' custody assets with Schwab and must be approved and activated by the advisor’s Firm Security Administrator (FSA) before use. MANAGE REMOTELY Manage client accounts wherever you are with convenient access to account balances, positions, history and status of submitted requests. FAST & EASY ACCESS Conduct quick and easy searches for client account data using account name or number, in an easy-to-navigate format designed specifically for your iPhone and iPad. SECURE INFORMATION Multiple security layers keep data safe. Passwords and client data are not stored on your mobile device. QUICK SUPPORT Contact your service team or Advisor Platform Support directly from your phone with one-touch access. DEPOSIT CHECKS IN A SNAP With Schwab Mobile Deposit™, you can deposit checks directly into your client’s Schwab Brokerage and IRA accounts by snapping a few photos. Schwab is committed to providing powerful and flexible technology to advisors and their clients. This application is part of an expanding ecosystem of robust, integrated platform and mobile solutions. System availability and response times are subject to market conditions and mobile connection limitations. Apple, the Apple logo, iPad, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. Schwab Advisor Center is a website of CS&Co for the exclusive use of its independent investment advisor clients. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned, affiliated with or supervised by Schwab. Charles Schwab & Co., Inc., 211 Main Street, San Francisco, CA 94105 Copyright © 2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CS14169-00 (1023-3NX9)

As an advisor, it is key to be able to capture business anytime, anywhere, no matter if you’re selling Annuities, Life, Long Term Care or Mutual Funds products. FireLight® is an electronic application platform that simplifies the application process, providing advisors a step-by-step guided process to gather all required form information to be submitted to the carrier. The FireLight eApp by Insurance Technologies provides advisors immediate and secure account access to capture client data on up-to-date carrier applications as well as client signatures, expediting the sales application process. Features: • Easy check out, check in application package process • Required data field display • Real-time form completion display • Signature capture • Application history tracking How the FireLight eApp works: 1. Check out an existing application from the FireLight web portal. 2. Complete data entry and capture client signature. 3. Check in the application to the FireLight web portal to submit for final processing. A network connection is needed to check out and check in an application, but once the application is checked out, all data entry and signatures can be done offline. While an application is checked out all data is stored securely. This app can only be activated by authorized FireLight users whose firm or carriers are a licensed FireLight client with Insurance Technologies. To submit applications electronically using the FireLight eApp obtain an access pin from your FireLight web access or speak with your home office to determine if your firm is a licensed FireLight client. To start using the FireLight eApp: 1. Log in to your FireLight web portal with existing credentials. 2. Go to My Preferences. 3. Under Mobile Access, click Add New Device. 4. An Access Pin will be provided. 5. Enter the Access Pin and Create a Device Name (e.g., Work iPad) to activate FireLight eApp (you will only be required to enter the Access Pin during initial setup of the app).