NextGen 529 vs Corient Canada Vault

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.

By accessing your personal Corient Canada Vault, you can easily (and securely) access, store, share, and manage your personal, financial, and business documents on the go, 24/7. Your personal Vault will allow you to receive and share critical documents and information securely with the Corient team, giving you the peace of mind you deserve. Powered by FutureVault, the Corient Canada Vault offers bank-grade security with end-to-end encryption, multi-factor and biometric authentication, and a proprietary security layer to protect your most important information, data, and documents. Key benefits of the mobile app include the ability to: • Access your information and documents on the go, 24/7. • Upload documents on the go using your camera as a scanner. • Download documents securely from the Vault. • Manage documents across multiple entities and family members. • Securely share your documents with your Trusted Collaborators. • Review your reminders and notifications. Note: To log in to the app, you must be a Corient client or a trusted collaborator with an active account.