Schwab Advisor Center® Mobile vs Wing

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)

REAL FINANCIAL ADVICE FOR REAL LIFE Wing brings your money, investments, goals, and financial decisions together in one living financial plan. Powered by financial superintelligence, Wing helps you understand where you stand, discover opportunities, and know what to do next. From investing, taxes, and retirement to insurance, estate planning, cash, debt, credit, spending, and major life events, Wing delivers personalized financial advice to help you navigate the decisions that shape your life. CREATE YOUR GUIDANCE PROFILE Your Guidance Profile helps Wing understand the life you’re living and the future you’re building. Share your financial circumstances, priorities, and goals so Wing can personalize your plan and advice around what matters most to you. SHARE WHAT’S ON YOUR MIND Your financial life is about more than numbers. Journal lets you confidentially share your goals, concerns, everyday experiences, and life changes with your WingMate, helping it better understand your life and make your financial plan and advice more personal. SEE YOUR WHOLE FINANCIAL LIFE IN ONE PLAN Your Plan brings your financial picture, priorities, advice, and next steps together in one place. See where you stand, what’s on track, and what needs your attention, so you can make financial decisions with greater clarity and confidence. GET PERSONALIZED ADVICE YOU CAN ACT ON Go beyond financial information and generic recommendations. Wing delivers personalized advice to help you understand what to do, why it matters, and how to move forward with clear, practical next steps tailored to your financial life. PLAN FOR LIFE’S BIG DECISIONS Explore guided Experiences for buying a home, having children, getting married, starting a business, protecting loved ones, traveling the world, and leaving a legacy. Each combines planning tools with personalized guidance to help you make life’s important decisions with greater confidence. STAY CONNECTED TO YOUR ADVISORY TEAM When offered through a participating financial institution, Wing helps connect your financial life, plan, and advice with your advisory team, creating a more informed, personalized, and proactive advisory relationship. FIDUCIARY ADVICE FROM AN SEC-REGISTERED ADVISER Wing Financial, Inc. is an SEC-registered investment adviser. As a fiduciary, Wing is committed to acting in its clients’ best interests when providing investment advisory services. Disclosures Wing Financial, Inc. is an SEC-registered investment adviser. Access to certain features, investment accounts, advisory teams, managed portfolios, or experiences may require a Membership Code from a participating financial institution. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Fiduciary advice is provided where applicable through Wing Financial, Inc.