Wealthscape℠ 5.5.0
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Free Version
Publisher Description
For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC.
The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape℠ platform. Best of all, it’s portable, it’s secure, and it’s easy.
The Wealthscape℠ app offers:
Advanced Security
-Employs Fidelity’s cyber security experience and policies
-Supports biometric login (face and fingerprint scan)
-Supports two-factor authentication
Easy access to account information and features
-Make a mobile check deposit into one or more eligible accounts
-View positions and balances within each account
-View activity, including pending transactions, history and order status
-Access client contact information (phone, email and address)
-View market information and news
Privacy Policy
-View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy
Screenshots are for illustrative purposes only.
For investment professional use only. Not for distribution to the public as sales material in any form.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments®. Listing them does not suggest a recommendation or endorsement by Fidelity Investments®.
Fidelity investments® provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
©2024 FMR LLC. All rights reserved.
1109349.1.0
Apr 5, 2024
Version 5.5.0
This version includes the following enhancements:
-Interactive Balance Over Time Chart
-Account Restriction Indicator
-View grouping of accounts by Client
About Wealthscape℠
Wealthscape℠ is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Wealthscape℠ is National Financial Services LLC. The latest version released by its developer is 5.5.0.
To install Wealthscape℠ on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-04-05 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Wealthscape℠ as malware if the download link is broken.
How to install Wealthscape℠ on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Wealthscape℠ is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Wealthscape℠ is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
