Schwab Advisor Center® Mobile vs Wealthscape℠

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)

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC. The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. Best of all, it’s portable, it’s secure, and it’s easy. The Wealthscape℠ app offers: Advanced Security -Employs Fidelity’s cyber security experience and policies -Supports biometric login (face and fingerprint scan) -Supports two-factor authentication Easy access to account information and features -Make a mobile check deposit into one or more eligible accounts -View positions and balances within each account -View account level balance over time -View account level asset allocation graphic -View account restriction indicator -View activity, including pending transactions, history and order status -Access client contact information (phone, email and address) -View client summary, positions, and history information -View market information and news -Submit equity/ETF orders -View beneficiary information Privacy Policy -View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy Screenshots are for illustrative purposes only. For investment professional use only. Not for distribution to the public as sales material in any form. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable. WealthscapeSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS'). The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments®. Listing them does not suggest a recommendation or endorsement by Fidelity Investments®. Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. © 2026 FMR LLC. All rights reserved. 1109349.3.0