GS Custody Solutions 2024.11.01

The Goldman Sachs Custody Solutions App represents a modern approach to digital asset management for clients navigating the complexities of investment portfolios. Through this application, users are afforded a seamless way to access essential information, including portfolio summaries, individual positions, and detailed transaction histories directly from their mobile devices.

Notably, the app enhances operational efficiency by enabling clients to address high-priority matters while on the move, ensuring that vital actions remain accessible at any moment. Key features include:

• Secure and user-friendly login options using Face ID or fingerprint authentication.
• Functionality for linking and verifying external accounts.
• The ability to view current account balances alongside a comprehensive portfolio summary.
• Detailed insights into cash transaction activities and transfer statuses.
• Management of personal profile details with ease.

The range of custody, clearing, and certain brokerage services is provided by Folio Investments, Inc., operating as Goldman Sachs Custody Solutions (GSCS), a registered broker-dealer and member of FINRA/MSRB/SIPC. Investment portfolios may be managed by an advisor or remain unmanaged and are not registered investment companies. Additional brokerage services are offered through Goldman Sachs & Co. LLC (GS&Co.), which is also a registered broker-dealer and investment adviser. For further information, clients are encouraged to research GSCS and GS&Co. via FINRA's BrokerCheck.

As part of The Goldman Sachs Group, Inc., a globally recognized institution in investment banking and financial services, GSCS and GS&Co. are equipped to offer comprehensive financial solutions while adhering to regulatory standards. It is worth noting that Goldman Sachs engages in various financial ventures beyond the specific services provided by its custody solutions division.

Margin loans extend through GSCS, while additional lending options may be sourced from Goldman Sachs Bank USA's Salt Lake City Branch, also a member of FDIC and other Goldman Sachs affiliates.

Investment products associated with GS Select: Loans are issued through the Salt Lake City branch of Goldman Sachs Bank USA. Membership in FDIC is established. The trademarks Goldman Sachs Private Bank Select and GS Select are owned by GS&Co. Credit assessments and collateral requirements apply; therefore, clients should evaluate whether a securities-based loan aligns with their financial strategy before pursuing funding options.

© 2024 The Goldman Sachs Group, Inc. All rights reserved.

Investment products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, GOLDMAN SACHS BANK USA • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.