NetX360® Mobile vs Wealthscape℠

In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business. You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can: •Remain productive out of the office by accessing your clients’ account profile, balances, holdings and activity •View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households •Find your clients’ contact information, view their address and reach out to them •Stay on top of market shifts by absorbing real-time information and access to your “watch lists” •Be notified of time-sensitive needs via alerts and notifications •Trade equities, ETFs and mutual funds •Surface opportunities by viewing unrealized gains and losses and available funds for investing •Review top balances by market value, net worth and funds due across your book of business •Access your commission summary From your iPad, you can also access: •Access account statements, quarterly performance reports and other documents Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile. FOR AUTHORIZED USERS ONLY This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC. The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. Best of all, it’s portable, it’s secure, and it’s easy. The Wealthscape℠ app offers: Advanced Security -Employs Fidelity’s cyber security experience and policies -Supports biometric login (face and fingerprint scan) -Supports two-factor authentication Easy access to account information and features -Make a mobile check deposit into one or more eligible accounts -View positions and balances within each account -View account level balance over time -View account level asset allocation graphic -View account restriction indicator -View activity, including pending transactions, history and order status -Access client contact information (phone, email and address) -View client summary, positions, and history information -View market information and news Privacy Policy -View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy Screenshots are for illustrative purposes only. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable. WealthscapeSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS'). Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments®. Listing them does not suggest a recommendation or endorsement by Fidelity Investments®. Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. © 2025 FMR LLC. All rights reserved. 1109349.2.0