CleverAlpha vs MX Mobile Banking

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.

MX Mobile Banking is a powerful and engaging financial mobile app that will change the way you feel about financial management. MX Mobile Banking’s award winning design makes managing money not only easier and more convenient - but a lot more enjoyable and exciting as well. Not only will you be able to see all your financial data in one place, you will be able to visualize that data in meaningful and engaging ways on your device. Accolades • Finovate Fall 2014 Best of Show • CUNA Tech 2014 Best of Show • Finovate Fall 2013 Best of Show • Finovate Spring 2013 Best of Show • Finovate Fall 2012 Best of Show • Finovate Spring 2012 Best of Show • AIGA 100 Show 2012 Award of Merit Winner • CUNA ACUC Conference 2011 Best of Show With MX Mobile Banking you can: • Manage all your financial accounts in one place (checking, savings, credit cards, investments, and retirement) • Check all of your account balances • Have your transactions automatically categorized and organized • Create budgets in a new and meaningful way with MX Mobile Banking’s patented Bubble Budgets • View insightful reports & visualizations • Reach out and touch your finances