Schwab Advisor Center® Mobile vs DipSense

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)

DipSense shows a Panic Index (0–100) for the stocks you follow — a quick read on how fearful or overheated the market looks for each one. When conditions line up, DipSense surfaces a simple, playful signal; when they don't, it just says "follow the market." No noise, no hype. Features: • Panic Index for stocks worldwide — US, Hong Kong, Shanghai/Shenzhen, Tokyo, Europe and more • Clean signals: "Get on board?" when a stock looks washed out, "Time to cash out?" when it looks overheated • Self-calibrating — every stock is measured against its own history, so signals fit each stock's character • Holding Mood (members): enter your holdings and see one mood for your whole portfolio, from carefree to sleepless • Free: track 3 stocks. Membership: unlimited stocks plus Holding Mood • Available in English, Chinese, Japanese and Spanish DipSense is an informational and educational tool only. It does not provide investment advice or recommendations, and market data may be delayed. Always do your own research. Terms of Use (EULA): https://dipsensea.web.app/terms Privacy Policy: https://dipsensea.web.app/privacy