NextGen 529 vs cPort Debit Card Control

The Active Investor app provides a secure, user-friendly platform to access and manage your account from your mobile device. With powerful, easy-to-use tools at your fingertips, plus built-in fraud protection, you have the security and convenience you want to manage your financial freedom. • Get seamless on-the-go access to your accounts across both desktop and mobile devices • Sign in to your account quickly with a secure login and forgotten password process  • Easily navigate with “Quick Links” to commonly used functions • View account balances and transaction history • Create and manage automatic investments and withdrawals • Update personal and beneficiary information  • Get SMS text alerts for online activity: financial transactions, account maintenance, and profile changes • Sign up for digital statements and tax forms Use your existing Active Investor user ID and password to access your accounts on your phone. It’s that simple. IMPORTANT: If your NextGen 529 account is held at Merrill, you will not be able to access your account using this app. Speak with your Merrill financial advisor or a Merrill Edge Customer Service Representative, for more information.

Take control of when, where, and how your cPort Visa® debit card is used. The Debit Card Control app puts cPort Members in control with features such as turning debit card(s) on and off, restricting purchases to specific merchants, and more. These features not only make finances more manageable, but they also apply more layers of security. This app is to be used in addition to your cPort CU mobile banking app and requires a separate username and password. cPort Debit Card Controls Features: • Lost or misplaced your card? Turn it off with a flip of a switch. • Avoid interruptions when you try to make transactions outside the country by setting travel notices. • Monitor your transactions with custom spending limits and alerts. • Link your card for contactless payments on your smartphone. • Locate over 70,000+ Fee-free* ATMs and Shared Branching Locations. Visit www.cportcu.org/debit-card-control for more information. *Courtesy Pay fees that may be incurred as a result of an ATM transaction are not fees imposed for the use of the ATM network, and therefore will still be assessed." Continued use of GPS running in the background can decrease battery life.