Jars vs CleverAlpha

A MODERN WAY TO BUDGET How do you know if you can afford something? Do you just look at your bank account balance and hope it's enough? Jars Budgets answers that question using the power of envelope budgeting. It lets you break your bank accounts into small, purposeful containers of money—known as Jars! With an unlimited number of bank connections and unlimited number of Jars, you can know exactly how much money you have for each purpose. If you ever find yourself short in one Jar, you'll immediately know what will be impacted by overspending. Simple. Smart. Secure. Forget complex spreadsheets and manual data entry. Jars connects to all of your bank accounts, allowing you to automatically download your daily transactions. When you're ready to assign them to your Jars, the app learns your habits and makes smart suggestions, so you can finish in seconds. And don't worry! Jars uses industry-leading, private, and secure means of connecting to your accounts. Your bank login credentials are never seen or stored by Jars. We use end-to-end encryption and the best protections from Plaid to ensure your data remains safe and private. Jars also understands not everyone wants to connect their bank accounts. You can still get the full benefits of Jars by easily creating manual accounts that remain disconnected from the bank. POWERFUL, FLEXIBLE FEATURES • All Accounts, One Place Unlike banks that offer sub-account features, Jars works with all of your accounts to give you a unified view of your money. • Smart Automation Our powerful Paycheck Plans let you automate routine deposits into your Jars, saving you time and ensuring your savings goals are always on track. • Built for Collaboration A single Jars membership covers the whole family. Budgeting should be a collaborative effort, and our shared accounts make it easy. • Teach Financial Literacy to the Kids Give your kids a safe, limited view of their own finances with a dedicated Junior Accounts. It's the perfect way to teach financial responsibility early.

CLEVERALPHA - PROFESSIONAL ASSET MANAGEMENT FOR EVERYONE Take control of your financial future with CleverAlpha, the comprehensive mobile asset management platform designed to help you build and manage your investment portfolio with confidence. REAL-TIME PORTFOLIO TRACKING Monitor your investments with live updates and comprehensive portfolio views. Track performance across all your accounts in one unified dashboard, giving you instant insight into your financial health. ADVANCED ANALYTICS & CHARTS Visualize your investment performance with interactive charts and detailed analytics. View holdings breakdowns, track asset allocation, and analyze trends with professional-grade data visualization tools. MULTIPLE ACCOUNT TYPES • Traditional IRA accounts • Roth IRA accounts • Custodial accounts for minors • Individual brokerage accounts FLEXIBLE FUNDING OPTIONS Fund your accounts your way with multiple convenient options: • ACH electronic transfers • Wire transfers with detailed instructions • Check deposits via mail • Account transfers and rollovers COMPREHENSIVE ONBOARDING Our guided onboarding process helps you: • Set financial goals tailored to your situation • Determine your risk tolerance • Choose initial asset allocation • Complete identity verification securely • Set up trusted contacts for account protection DOCUMENT MANAGEMENT Access all your important financial documents directly in the app. Download statements, tax forms, and account records whenever you need them. SECURE ACCOUNT MANAGEMENT • Bank account linking for seamless transfers • ACH payment scheduling and management • Personal information updates • Password management with security requirements • Biometric authentication support PERSONALIZED EXPERIENCE • Customizable dashboard views • Performance tracking across timeframes • Employment and income verification for IRA eligibility • Tax attestation and regulatory compliance tools • Alternative investment options PROFESSIONAL SUPPORT Access help when you need it with comprehensive support resources and dedicated account assistance. WHY CHOOSE CLEVERALPHA? • Intuitive, user-friendly interface designed for iOS • Secure, encrypted data protection • Professional-grade investment tools • Complete transparency in fees and holdings • Regulatory compliant and secure GETTING STARTED IS EASY 1. Download and create your account 2. Complete the guided onboarding process 3. Choose your account type and funding method 4. Set your investment goals and risk preferences 5. Start building your financial future Whether you're just starting your investment journey or you're an experienced investor looking for a comprehensive mobile solution, CleverAlpha provides the tools and features you need to manage your assets effectively. Download CleverAlpha today and take the first step toward achieving your financial goals. --- Important: Investment involves risk. Past performance does not guarantee future results. Please read all account documentation carefully before investing.