My MD Mobile

MD account access on the go Keep your finger on your finances! With a few taps, see the total market value of your accounts, unrealized gains/losses, transaction history, scheduled transactions and more. IMPORTANT NOTICE – READ BEFORE INSTALLING: By pressing the button above and installing the My MD Mobile app published by MD Management Limited (MD), (known as ‘the app’) you: (i) acknowledge, understand and agree that the app may contain the functions and features described below, and (ii) consent to the installation of this app, including the below functions and features, and to future updates or upgrades to the app which may be automatically installed (depending on your device settings). If enabled on your device, the My MD Mobile app may: • use your approximate location data and your location search query to help you find nearby MD offices. • access your device camera and the photos you selected when you are sending documents. • send notifications to your mobile device when you receive new secure messages from MD. We may use and disclose the information that you provide to us in accordance with your account agreement(s) and the Scotiabank Privacy Agreement (scotiabank.com/ca/en/about/contact-us/privacy/privacy-agreement.html) and the MD Privacy Agreement (md-privacy-agreement-e.pdf (mdm.ca) You can withdraw your consent to these features and future installations by deleting the app or by contacting [email protected], 1 800 267-4022 for assistance. If you have any questions about the app, please email [email protected]. MD Financial Management Inc. 1870 Alta Vista Dr, Ottawa, ON K1G 6R7 Privacy Policies and Hotline | MD Financial Management (mdm.ca) MD Management Limited – Member – Canadian Investor Protection Fund MD Private Investment Counsel offers investment counselling services, delivered by MD Financial Management Inc. Accounts held with MD Private Investment Counsel are not covered by the Canadian Investor Protection Fund. Please consult your Portfolio Manager for more information. The information presented in the app is not intended to offer foreign or domestic taxation, legal, accounting or similar professional advice, nor is it intended to replace the advice of independent tax, accounting or legal professionals. Incorporation guidance is limited to asset allocation and integrating corporate entities into financial plans and wealth strategies. Any tax-related information is applicable to Canadian residents only and is in accordance with current Canadian tax law including judicial and administrative interpretation. The information and strategies presented here may not be suitable for U.S. persons (citizens, residents or green card holders) or non-residents of Canada, or for situations involving such individuals. Employees of the MD Group of Companies are not authorized to make any determination of a client’s U.S. status or tax filing obligations, whether foreign or domestic. The MD ExO® service provides financial products and guidance to clients, delivered through the MD Group of Companies (MD Financial Management Inc., MD Management Limited, MD Private Trust Company, MD Life Insurance Company and MD Insurance Agency Limited). For a detailed list of these companies, visit md.ca. MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services through the MD Group of Companies.