Live Reviews:
Wealthscape Investor℠

Wealthscape Investor℠

⭐️4.7 / 5
Rating
🙌9.8K
Ratings
📼8 scs
Content
📦~ in 2 months
Updates frequency
🗣❌ unsupported
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All Versions of Wealthscape Investor℠

5.5.0

April 5, 2024

This version includes the following enhancements: -interactive balance over time graph at the portfolio and account level -new account level Snapshot landing screen
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5.4.3

January 30, 2024

Minor updates and logging improvements.

5.4.2

January 18, 2024

This version includes a new Tax form tile to inform customers when their tax forms will be available.
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5.4.1

October 30, 2023

This release includes a minor check deposit fix

5.4.0

October 23, 2023

This release includes: -2 factor authentication improvements -Positions grid performance updates -Mobile check deposit enhancement to support deposits to single and multiple accounts -Minor trading update
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5.2.1

June 6, 2023

Bug Fixes

5.2

December 13, 2022

This release includes: - Privacy Policy Updates - Today's Market Feature - Portfolio Graphics enhancements
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5.1.1

October 13, 2022

Fix for remote check deposit agreement bugs that prevented displaying the agreement for acceptance.
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5.1.0

October 11, 2022

View Tax Forms

5.0.0

August 23, 2022

Our latest version includes: • Enhanced Navigation • The ability to lookup a Quote
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Price History of Wealthscape Investor℠

Description of Wealthscape Investor℠

Use Wealthscape Investor to access your managed brokerage accounts from anywhere. With an enhanced user experience, you’ll be able to navigate the app more efficiently and access the information you need, when you need it. Advanced security • Employs Fidelity’s cyber security experience and policies • Supports biometric login (face and fingerprint scan) • Supports two-factor authentication Easy access to answers and account information • View accounts within a portfolio • View positions and balances within each account • View activity within each account (history, order status, etc.) • View Account Statements • View Tax Forms • View Quote information Self-service capabilities • Make a mobile check deposit • Submit an equity or ETF order • Change an expired password • Reset a forgotten password • Lookup a forgotten username or user ID • Show/hide password on Sign In About Wealthscape Investor Mobile • The Wealthscape Investor Mobile App is a brokerage account management tool available for use by customers of participating financial institutions. • To use the Wealthscape Investor Mobile App, you must have an active Wealthscape Investor or Online Brokerage account with your participating financial institution. • For more information about enrolling in Wealthscape Investor or Online Brokerage, please contact your broker or advisor. Screenshots are for illustrative purposes only. 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 Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE,SIPC. 245 Summer Street, Boston, MA, 02210 ©2024 FMR LLC. All rights reserved. 996857.4.0
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Wealthscape Investor℠: FAQ

Is Wealthscape Investor℠ compatible with the iPad?

Yes, the Wealthscape Investor℠ app is compatible with iPads.
The creator of Wealthscape Investor℠ is National Financial Services LLC.
The minimum required iOS version for the app to work is 13.0 or higher.
Wealthscape Investor℠ has an exceptional rating of 4.7 out of 5, which is a testament to its quality.
Finance Is The Primary Genre Of The Wealthscape Investor℠ App.
The current version of the Wealthscape Investor℠ app is 5.5.0.
Wealthscape Investor℠’s most recent update was on July 3, 2024.
The app first launched on February 5, 2023.
Safe for children to use, no mature themes or inappropriate content.
Wealthscape Investor℠ currently features the following languages: English.
Unfortunately, Wealthscape Investor℠ is not on Apple Arcade.
Unfortunately, in-app purchases are not part of Wealthscape Investor℠.
Unfortunately, Wealthscape Investor℠ is not tailored for compatibility with Apple Vision Pro.

Screenshots of Wealthscape Investor℠

iphone
ipad

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Reviews of Wealthscape Investor℠

  • Love Frost Bank

    I’ve been banking with Frost for over 35 years and they are so good looking out for my banking needs.
    Alex (investment banker) with Frost is very helpful and has made me money along the way. This app is very easy to understand so you can analyze how your money is working for you. Again Alex and James Miller Thank you for you being there for me and all of you dedicated years at Frost.
  • The Best Financial Company

    The Westminster Financial Companies, especially Ken Warnick from their Dayton offices, is an educated experienced and helpful financial professional. He and they have successfully managed my accounts for over 30 years. They are top advisors.
  • Terrible user experience

    The latency is terrible. The user experience is horrendous. It’s not easy to use. In this industry you must compete with the other easy to use applications like robinhood that have attracted all their customers with their simple UI. The only reason I use MS is because my money manager was already set up with them. I would suggest another platform to anyone unless these problems get fixed.