Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

19K ratings
187 reviews
Free

Details

  • Released
  • Updated
  • June 26, 2017
  • June 26, 2026
Wealthscape Investor℠ screenshot #1 for iPhone
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About

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balances
Access account statements and tax forms
Submit equity and ETF orders
Mobile check deposit
Biometric and two-factor authentication
View quote information and balance over time
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What users say

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What's New in Wealthscape Investor℠

6.0.1

June 26, 2026

Updates made to Authentication, Username Lookup and Forgot Password flows

User reviews

Not a banking app

The purpose of this app is to track your investments. That’s it. They’re pretty upfront about it. It has no real banking functionality - no bill pay, no EFT, no wire, no real account management, etc. It’s pretty useless unless you like looking at graphs. A completely middling and unambitious app.

App

It asks to rate it every time it’s opened. 👎👎👎
😠😠😠

Does not show rate of return

This app does not show you the rate of return.

Stop

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App for Wealthscape investor

App needs update to accommodate for iPhone users with enlarged script turned on . The app currently becomes so enlarged that you cannot see what you are looking for this users have to turn off enlarged script to see the app results but suffer the inability to read the rest of their phone . Please fix this ! Thanks
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Developer apps

User experience

🐞

Reported Bugs

4 issues

Login issues on iOS 15.1

Bug

Check deposit feature not working

Bug

Blank screen on app launch

Bug

Biometric login frequently fails

Bug

Requested Features

4 requests

Add more detailed performance tracking

Feature

Improve mobile app functionality

Feature

Provide better investment research tools

Feature

Enhance customization options

Feature

FAQ

What can I do with the Wealthscape Investor app?

The app allows you to manage your brokerage accounts from anywhere. You can view your portfolio, positions, balances, account statements, and tax forms. It also offers self-service capabilities like mobile check deposits and submitting equity or ETF orders.

Is the Wealthscape Investor app secure?

Yes, the app employs advanced security features, including Fidelity's cyber security experience and policies. It supports biometric login (face and fingerprint scan) and two-factor authentication to protect your financial information.

How much does the Wealthscape Investor app cost?

The Wealthscape Investor Mobile App is available for free to customers of participating financial institutions. There are no additional costs associated with downloading or using the app itself.

Who is eligible to use the Wealthscape Investor app?

To use the app, you must have an active Wealthscape Investor or Online Brokerage account with a participating financial institution. If you are unsure about your eligibility or how to enroll, you should contact your broker or advisor.

What kind of account information can I view?

You can view detailed information about your accounts within a portfolio, including positions and balances for each account. The app also allows you to see activity history, order status, account statements, tax forms, and quote information.