First Security Wealth Access vs FNWealth Online Access

First Security Bank Trust & Wealth Management’s Wealth Access app gives authorized clients a convenient way to view portfolio and account information from a simple mobile interface. The app is designed to provide secure, on-demand access to important wealth management details while helping clients stay connected with their advisor. Key Capabilities • View portfolio and account details in one place. • Review individual holdings and account-level information. • Track recent transactions and account activity. • View asset allocation details to better understand portfolio composition. • Retrieve account statements through the app. • Communicate with a First Security Bank Trust & Wealth Management advisor, if messaging is enabled. • Access the app through a user-friendly mobile experience designed for authorized wealth management clients. Security Features The app supports security-focused access features, including two-factor authentication and biometric authentication. These safeguards help protect client information while allowing convenient access from a mobile device. Client Benefits For clients, the Wealth Access app creates a more convenient way to stay informed about their financial picture. Instead of relying only on periodic statements or direct requests, authorized users can quickly review portfolio details, monitor activity, access statements, and stay connected with their wealth management relationship team.

Manage your financial future with the same level of care and expertise you’ve come to expect from First National Wealth Management. Our mobile app, offers authorized clients access to monitor their investment portfolios, track performance, and maintain a clear view of their total net worth. At First National Wealth Management, we believe that staying informed is the key to financial peace of mind. Whether you’re at home or on the go, our app puts your most important financial data right in your pocket. Comprehensive Portfolio Oversight Gain a 360-degree view of your finances. Our intuitive dashboard allows you to: • Track Net Worth: View your total wealth across all managed accounts in one consolidated view. • Monitor Holdings: Drill down into individual holdings to see positions and current market values. • Analyze Performance: Review recent transactions and historical data to stay on top of your progress. • Asset Allocation: Understand how your money is working for you with clear visual breakdowns of your asset classes. Tailored to Your Needs No two investors are alike. The FNWM app allows you to customize your experience: • Custom Account Groups: Build and name your own account groups to view your data in a way that makes sense for your specific goals or family structure. • On-Demand Statements: Securely retrieve and view your account statements whenever you need them, reducing paper clutter and increasing accessibility. Uncompromising Security Your privacy and security are our highest priorities. The FNWM app is built with multi-layered protection to ensure your sensitive information remains confidential: • Two-Factor Authentication (2FA): An extra layer of security to ensure only you can access your data. • Biometric Integration: Support for fingerprint and facial recognition (TouchID/FaceID) for a login experience that is both secure and convenient. • Encrypted Data: We utilize industry-standard encryption protocols to protect your portfolio data at all times. About First National Wealth Management With a legacy of trust and a commitment to our community, First National Wealth Management provides personalized investment strategies and fiduciary guidance. This app is an extension of our dedication to providing modern tools for our valued clients. Please Note: Access to this app is available exclusively to authorized clients of First National Wealth Management. To request access or learn more about our services, please visit our website at www.thefirst.com/wealth-management or contact your Relationship Manager.