iA Mobile vs FinPulse

iA Mobile makes it easy for you focus on your goals by always having your information at your fingertips! Take advantage of your group insurance benefits and monitor your retirement savings and investments at iA Financial Group. With iA Mobile, you can: GROUP INSURANCE - Submit your claims securely - Send photos of your receipts, if required - Track your claims - Use your health spending account to reimburse the unpaid portion of a claim - Check the eligibility of healthcare providers - Check your prescription drug coverage - Estimate the amount you will be reimbursed for your prescription drugs - Find pharmacies that offer the prescription drug you are looking for and compare prices* - Use your smartphone as a group insurance card - Obtain proof of travel insurance** - Produce the list of expenses for your income tax return The functionalities in iA Mobile vary based on the plan chosen by your employer. ** WebRx users outside Quebec can view the price of the medication they are searching for in each pharmacy found. In Quebec, WebRx does not provide prices per pharmacy; instead it provides an average provincial price for each drug being searched. ** Obtain proof of travel insurance if your group insurance plan covers emergency medical care received outside of Canada GROUP SAVINGS AND RETIREMENT - See how much you have saved to date - Track your progress toward your retirement goal - See the return on your investments - Make voluntary contributions to your group RRSP, group TFSA or VRSP - See your transaction history - Make sure that your investment asset mix still matches your investor profile - Designate or change your beneficiaries INDIVIDUAL SAVINGS AND RETIREMENT - View your investment balance - See your personal rates of return for each contract - Consult your electronic documents You must be registered for My Client Space to take full advantage of iA Mobile. To learn more about iA Mobile, go to ia.ca/iamobile.

Take Control of Your Money — and Start Making Real Progress FinPulse is your all-in-one financial system to understand your spending, plan your budget, and achieve your goals — without the overwhelm. Whether you're getting organized, saving for something important, or working toward financial freedom, FinPulse helps you turn clarity into action. HOW FINPULSE WORKS 1. Understand your money See exactly where your money goes with clear, organized tracking 2. Plan with confidence Build a budget and structure your finances around your priorities 3. Take action Get personalized insights on what to improve next 4. Make progress Track your goals, reduce debt, and grow your savings over time KNOW WHERE YOUR MONEY GOES • Secure bank connections • Automatic transaction categorization • Clear monthly summaries and spending trends PLAN YOUR MONEY WITH CONFIDENCE • Simple, flexible budgeting tools • Organize your income, expenses, and savings • Stay ahead with a clear financial structure MAKE SMARTER DECISIONS • Personalized insights based on your financial habits • Clear recommendations on what to improve next • Financial health score to track your progress BUILD REAL PROGRESS • Track savings, debt, and financial goals • Visual progress that keeps you motivated • Custom goals for what matters most AUTOMATE THE BASICS • Recurring transaction detection • Budget alerts and overspending notifications • Monthly financial summaries YOUR MONEY. FULLY SECURE. • Secure bank connections • Encrypted data storage • Privacy-first approach WHY FINPULSE? Most finance apps just show you numbers. FinPulse helps you understand what they mean — and what to do next. It’s not just tracking. It’s a system designed to help you stay in control and move forward every month. Download FinPulse and start taking control of your money today. Terms of Use: https://www.finpulse.ca/terms Privacy Policy: https://www.finpulse.ca/privacy