AssetMark Mobile vs CardPerks

AssetMark Mobile’s user-friendly interface and intuitive navigation empower you to access and track your investments anytime, anywhere. • Stay on top of your portfolio. An intuitive interface allows you to navigate your investments. • Access visualizations of your portfolio. Portfolio summary data and sharp graphics deliver the insights you need. • As close as your smartphone. When you can’t be at your laptop, you still can access the account information you need. IMPORTANT INFORMATION This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. Online access is subject to system availability. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact AssetMark or your Financial Advisor. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark Investment Management, a division of AssetMark, Inc., includes AssetMark, Savos, and Aris strategies. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage™, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists and service providers are separate and unaffiliated companies. Each party is responsible for their own content and services. To learn more visit: AssetMark.com or assetmark.com/mobile | This site is designed for U.S. residents. | ©2025 AssetMark, Inc. All rights reserved. 105823 | C23-20004 | 01/2025

CardPerks is your ultimate smart wallet and financial companion, designed to help you organize your cards, track your spending, and uncover hidden rewards and benefits you didn't even know you had. Whether you're a points optimizer trying to maximize your cash back or just looking for a better way to track your daily expenses, CardPerks brings all your credit card data into one beautifully designed, easy-to-use application. Key Features: Your Digital Wallet, Supercharged: Add all your credit cards to your personalized dashboard. CardPerks organizes your cards so you can see your entire financial loadout at a glance. Smart Receipt Scanner with AI: Stop manually entering your expenses. Use your camera or photo library to scan receipts instantly. Our advanced AI automatically extracts the merchant, total, date, and items, categorizing your spending effortlessly. Discover Hidden Benefits: Most credit cards come with perks you never use—like travel insurance, extended warranties, or specific category multipliers. CardPerks breaks down the benefits of your specific cards so you always know which card to use for the highest rewards. Compare Cards Side-by-Side: Thinking about getting a new card? Use our comprehensive comparison tool to evaluate fees, welcome bonuses, and earning rates across different issuers to find the perfect addition to your wallet. Stay Updated with Card News: Credit card rewards programs are constantly changing. Our curated news feed delivers the latest updates, limited-time offers, and benefit changes tailored exactly to the cards you hold. Spending Insights: Visualize where your money is going. With your scanned receipts categorized, CardPerks provides clear analytics on your spending habits over time. Privacy First (We Don't Want Your Data): Your financial life is your business alone. CardPerks does not collect, store, or ask for your personal credit card data. Stop leaving rewards on the table. Download CardPerks today and start maximizing the value of every swipe!