GS Custody Solutions vs Crownmark Wealth

Welcome to the Goldman Sachs Custody Solutions App, the digital-forward solution for the modern client. Goldman Sachs Custody Solutions clients can view portfolio summaries, positions, transaction history, and more readily on their mobile device. The Goldman Sachs Custody Solutions App securely offers on-the-go capabilities to take action on high-priority items. With the Goldman Sachs Custody Solutions App, clients of Goldman Sachs Custody Solutions can: • Access secure and easy login using Face ID or fingerprint • Take action on external account linking and verification • View account balances and portfolio summary • View cash transaction activities and transfer status • View and manage personal profile details Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions ("GSCS"), a registered broker-dealer and member FINRA/MSRB/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Additional brokerage services are provided by Goldman Sachs & Co. LLC ("GS&Co."), which is an SEC-registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. Research GSCS and GS&Co. at FINRA's BrokerCheck. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities. GSCS and GS&Co. are subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, "Goldman Sachs") are engaged in businesses and have interests other than the services provided by GSCS and GS&Co. Margin loans are provided by GSCS. Other loans may be provided by Goldman Sachs Bank USA, Salt Lake City Branch, member FDIC, or other Goldman Sachs entities. For GS Select: Loans are offered by the Salt Lake City branch of Goldman Sachs Bank USA. Member FDIC. Goldman Sachs Private Bank Select and GS Select are registered trademarks of GS&Co. Credit and collateral criteria as well as additional terms and conditions apply. Securities-based lines of credit may not be used to purchase or carry margin securities may not be suitable for all loan parties. You should consider whether a securities based loan is suitable before proceeding. © 2024 The Goldman Sachs Group, Inc. All rights reserved. Investment products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, GOLDMAN SACHS BANK USA • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

Crownmark Wealth is your personalized gateway to a comprehensive private wealth experience—powered by the cutting-edge capabilities of the Black Diamond® Wealth Platform. Designed for discerning individuals, families, and business owners, our app seamlessly integrates financial planning, investment oversight, and legacy strategy into a single, intuitive digital experience. Whether you're building generational wealth, managing multi-entity assets, or planning for retirement, Crownmark Wealth offers the clarity, confidence, and connectivity today’s elite wealth builders demand. With the Crownmark Wealth App, you can: - Monitor Portfolio Performance in Real Time Access detailed account data, performance reporting, and allocation insights with institutional-level transparency. - Stay Aligned with Your Financial Plan Review progress toward your goals, adjust strategies alongside your advisor, and stay agile in a changing market environment. - Centralize Your Wealth Universe View your entire financial picture—across custodians, entities, and family members—in one secure, unified platform. - Engage in Dynamic Estate & Legacy Planning Organize and update estate documents, visualize wealth transfer strategies, and collaborate with your advisor on family governance and next-generation education. - Communicate with Your Advisory Team Instantly Send secure messages, share documents, and schedule meetings—all directly through the app for unmatched responsiveness and peace of mind. Whether you’re overseeing complex financial holdings or simply want a modern, elegant way to stay connected to your wealth strategy, Crownmark Wealth delivers private office-level service and insight anytime, anywhere. This is not just another financial app. This is your private wealth experience, elevated.