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Schwab Advisor Mobile Connect and Schwab Advisor Portfolio Connect are products of Schwab Performance Technologies® ("SPT"). Schwab Advisor Services™ includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. SPT provides technology solutions to independent investment advisors, while CS&Co provides them and their clients with custody, trading, and related support services. SPT and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other. SPT's intelligent integration solutions integrate data about accounts custodied at CS&Co. Schwab Advisor Mobile Connect displays data about accounts custodied at CS&Co.

Independent investment advisors are not owned by, affiliated with, or supervised by CS&Co.