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Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

19K ratings
206 reviews
💼 Business
💰 Finance
Free

Details

Released
June 26, 2017
Updated
October 30, 2026

Developer

National Financial Services LLC
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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 orders. Enhanced security features include biometric login and two-factor authentication.

✓Access managed brokerage accounts
✓View portfolio, positions, and balances
✓Access account statements and tax forms
✓Mobile check deposit
✓Submit equity and ETF orders
✓Biometric and two-factor authentication
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What users say about Wealthscape Investor℠

Reviews of Wealthscape Investor℠ are mostly negative: the Finance app is rated 4.7/5 from 19K App Store ratings. What users like most: easy to use, smooth performance. Top complaints: frequent crashes and bugs, slow loading times. Summarized from real user reviews.

Positive things

  • 👍Easy to use
  • 🚀Smooth performance
  • 💰Helpful for managing investments
  • 🤝Great customer service

Negative things

  • 🐛Frequent crashes and bugs
  • ⏱️Slow loading times
  • 🔒Unreliable security features
  • 🤯Confusing user interface
See all reviews
+1

What's New in Wealthscape Investor℠

6.1.0

October 30, 2026

Minor enhancements and updates

User reviews

Most RecentHighest RatedLowest Rated

Trading

Very user friendly platform .
RBRome builder

Wealthscape Solutions

Doesn’t work on IPhone 17 Pro Max @ Brenda Burns
@B@Brenda Burns

Self Directed DB Portfolio

On a laptop or desktop the site works nicely. On a phone the pages format poorly. They no longer park your cash in a money market and you have to pay a commission just to get your money into a money market little lone an SGOV. The commission is FAR to high in today’s world. It’s egregious. If your administrator tries to direct you to WealthScape, tell the “No! Absolutely not. Try again. Find me a site for my brokerage component with less cost friction!”
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BNBye now.

UI Bug

Please for the love of god can you fix the gain/loss moving to a second line. It should stay on one line
WWoodyGonzo

Forced to switch

My firm moved to NFS and I have reluctantly had to adapt to this wealthscape view. It’s been a grind. Not gonna lie.
CC-Lodge
See 201 more reviews

Developer apps

Wealthscape℠
Wealthscape℠

by National Financial Services LLC

💰 Finance

(2.9K)

Free
See 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

Is Wealthscape Investor secure?

Yes, Wealthscape Investor employs Fidelity’s cybersecurity experience and policies. It supports biometric login (face and fingerprint scan) and two-factor authentication for enhanced security.

What information can I view in Wealthscape Investor?

You can view accounts within a portfolio, positions and balances, account activity, account statements, tax forms, quote information, balance over time, top holdings, and asset allocation graphics.

What self-service capabilities does Wealthscape Investor offer?

Wealthscape Investor allows for mobile check deposits, submission of equity or ETF orders, and password management, including changing expired passwords, resetting forgotten ones, and looking up forgotten usernames.

Who can use Wealthscape Investor?

To use the Wealthscape Investor Mobile App, you must have an active Wealthscape Investor or Online Brokerage account with a participating financial institution. Contact your broker or advisor for enrollment information.

What devices support Wealthscape Investor?

Wealthscape Investor is available for iPhone and iPad devices.

How often is Wealthscape Investor updated?

The app was last updated on October 30, 2026, with version 6.1.0. This indicates regular updates to improve functionality and security.

What do users like and dislike about Wealthscape Investor?

User reviews highlight pros like ease of use, smooth performance, and helpfulness in managing investments. However, cons include frequent crashes, slow loading times, and perceived unreliable security features.

Is Wealthscape Investor free to use?

Yes, Wealthscape Investor is available for free. There are no in-app purchases or subscription fees mentioned for using the core features of the app.