iA Mobile vs Nested

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.

Nested – One Home. One Wallet. Take control of your family finances with a simple and powerful expense manager designed for real life. Nested helps you track income, manage expenses, and plan budgets - all in one place. Whether you're managing your own spending or sharing finances with family, everything stays organized and easy to understand. KEY FEATURES • Track Income & Expenses Quickly add transactions and stay on top of your daily spending. • Smart Dashboard Visualize your finances with a clear monthly summary and spending breakdown. • Budget Management Set monthly budgets for categories and monitor remaining balances in real time. • Category-Based Tracking Organize expenses into categories like groceries, rent, travel, and more. • Family Sharing Manage finances together with your family using a shared space. • Simple & Clean Design A distraction-free experience that makes managing money easy. • Secure Sign-In Sign in with Apple or Google and keep your data safe. WHO IS IT FOR? • Families managing shared expenses • Individuals tracking monthly budgets • Anyone who wants a simple, clean finance tracker Nested helps you stay aware, stay organized, and stay in control of your money. Start building better financial habits today.