- You can now sign up and create your Compound dashboard directly from your phone, without opening a browser. - If you have access to multiple dashboards, you can switch between them directly from the app without logging out and back in. - Bug fixes and performance improvements.

Fewer bugs, smoother flows, and a big step forward for in-app setup. This release brings Add Account to iOS along with general fixes and improvements, letting you add certain account types directly from the app so you no longer need to go to the web to get started.

General improvements and bug fixes

The Compound experience, now on mobile.

In an effort to further focus on building an exceptional web application experience, Compound will be temporarily sunsetting support for our iOS app. The app will continue to display and present your dashboard data, however we will be discontinuing help desk support for the app and any ongoing app bug fixes, and app updates. While we recognize and apologize for the inconvenience this may cause, our commitment to providing the best possible experience on web is ultimately what drove this decision. Mobile is still a key part of our longer term Product strategy, and we expect to renew investment in mobile apps in the near future. Please reach out to your advisor if you have any questions or concerns about this change, or if you'd like to participate in an early beta when we begin to relaunch our mobile client experience.

Your Compound app now offers greater detail and insight into Compound investment accounts. Specifically, you can: • View Compound Invest account information in a dedicated tab, with performance, income, trades, and deposit information • View detailed performance data for each account or all accounts, compared against market index benchmarks • View transaction details with easy-to-manage filters for trades, transfers, and dividends

Your Compound app now offers improved sign-in options, better synced net worth data (across iOS and webapp), and more transaction information for investment accounts. Specifically, you can: - Sign in with one of the recovery codes created when you set up Two-Factor Authentication - Expand or collapse different sections of the Net Worth screen and see those changes reflected on webapp and vice versa (changes in webapp will be reflected in the mobile app) - View transaction details for all synced investment accounts, including those managed outside of Compound

New improvements.

New improvements.

On your Compound app you can now access different reports (e.g. proposals, analysis, and more) that your Compound advisory team publishes for you. When you have a report available, you will see it in the new Reports tab at the bottom of the screen

New improvements.

New improvements.

Vault on mobile now supports the same advanced tagging available on the Compound webapp dashboard. Specifically, you can: - Add or remove details to a Vault file (e.g. account, document type, year/quarter, or custom tags) that are available on the webapp. (Currently, custom tags can still only be created on the webapp) - View and filter Vault files by tag, or set of tags - Share images or PDFs from apps outside of Compound (e.g. Dropbox, Google Drive) into the Compound Vault - Continue to tag Vault files as tax-related if you are a current Compound tax filing client

Trade notifications have been improved with some new features. Specifically, you can: - View detailed notes for a trade notification, which can contain pro-rata information as well as other details from your Financial Advisor - Confirm that a trade specifies approximate amounts

You can now label Vault documents as tax filing-related on your mobile device if you are a current Compound tax filing client. Specifically, you can: - Mark a document with a tax document type (e.g. W-2, 1099, 1040) and for the current tax filing year (2022), and have it automatically show up in Tax Vault on webclient for tax filing team to review - Explicitly mark any document as tax-related for the current tax filing year, and have it automatically show up in Tax Vault on webclient for tax filing team to review

You can now receive trade notifications from Compound’s investment operations team and manage trades on your mobile device. Specifically, you can: - Receive requests for confirmation of trades via push notifications - Accept or reject trade notification requests - View trade notifications that are pending your action, executing, completed, or expired