Wealthscape℠

Wealthscape℠

⭐️4.8 / 5
Rating
🙌999
Ratings
📼5 scs
Content
📦~ in 2 months
Updates frequency
🗣❌ unsupported
Your locale

All Versions of Wealthscape℠

5.5.0

April 5, 2024

This version includes the following enhancements: -Interactive Balance Over Time Chart -Account Restriction Indicator -View grouping of accounts by Client
More

5.4.2

February 15, 2024

This release contains the following: 1. User entitlement updates 2. Endorsement language clarification
More

5.4.1

February 1, 2024

MInor enhancements and additional logging

5.4.0

January 18, 2024

This version has a modern and more accessible user-interface, improved performance and enhanced log-in options.
More

3.1.1

April 19, 2022

New icon

2.2.0

April 9, 2020

- Bug fixes and other minor enhancements

2.0.10

December 11, 2019

- Bug fixes

2.0.8

November 20, 2019

- Bug fixes

1.0

February 1, 2017

Price History of Wealthscape℠

Description of Wealthscape℠

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
Show less

Wealthscape℠: FAQ

Can Wealthscape℠ support iPad devices?

Yes, Wealthscape℠ is available for iPad users.
National Financial Services LLC launched the Wealthscape℠ app.
Your iOS device must be running iOS 13.0 or above.
The overall user rating of the Wealthscape℠ app is 4.8.
Wealthscape℠ Relates To The Finance App Genre.
5.5.0 is the most recent version of the Wealthscape℠ app.
July 1, 2024 is the date of the latest update of the Wealthscape℠ app.
Wealthscape℠ officially launched on February 5, 2023.
{{ name}} is considered child-appropriate and rated National Financial Services LLC.
The following list of languages is supported by the Wealthscape℠ app: English.
No, Wealthscape℠ is not on Apple Arcade.
No, Wealthscape℠ does not support in-app purchases.
No, Wealthscape℠ does not provide support for Apple Vision Pro.

Screenshots of Wealthscape℠

iphone
ipad

More Applications by National Financial Services LLC

Alternatives to Wealthscape℠

Reviews of Wealthscape℠

  • Last account

    I wish the deposit function still had the option of remembering the last account you used as we frequently deposit a number of checks into the same account.
  • Wealthscape

    I like the new sign in and I like the check deposit. I’m not able to see past transactions, however.
  • SHAMROCK

    Awesome website. Keep up the great work!!