NetX360® Mobile vs AdviceWorks®

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.

Manage and view your full financial picture with the AdviceWorks app, available for clients with Cetera accounts. Experience seamless and intuitive control of your finances wherever you go! Our mobile app extends your personal relationship with your Cetera-affiliated financial professional, providing tools for greater collaboration. Contact your financial professional for access if you don’t already have a username and password. Unlock a suite of essential features: • Stay informed with a dashboard offering a comprehensive overview of your accounts and investment performance • Gain insight into your total net worth, including any linked accounts from other financial institutions, home valuation, and other non-liquid assets • Effortlessly manage financial documents, including account statements, confirms, and advisory reports • Access a secure personal document vault to store digital copies of everything from past tax returns to cherished family photos • Rest easy knowing your information is safeguarded by industry-leading security and encryption measures, including login with Face ID or Touch ID • Foster easy communication with your financial professional through accessible contact details and document sharing capabilities Cetera Financial Group® refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.