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Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

19K ratings
199 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • June 26, 2017
  • August 17, 2026

Developer

National Financial Services LLC
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Wealthscape Investor℠ screenshot #1 for iPhone
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Wealthscape Investor℠ screenshot #8 for iPhone
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❓5 answered
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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
Show original description

What users say

Summarized from real user reviews of Wealthscape Investor℠. Based on 19K reviews and a 4.7/5 average, it highlights the 4 positives and 4 negatives reviewers mention most about this Finance app.

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

What's New in Wealthscape Investor℠

6.0.2

August 17, 2026

Minor enhancements and bug fixes

User reviews

Most RecentHighest RatedLowest Rated

Bad app

This app has been showing an error code and doesn’t work most the time. I’ve tried reaching out to I’ve tried deleting app I’ve tried everything. Nothing and no response
Jle9443Jle9443

Never stops pushing paperless

I like this app. It gives me the snapshot I like. I only gave it two stars because it always asked if I want to switch to paperless.

Now after saying no 100 times I might be in a hurry and screw up.

This offends me.
Mile High JBMile High JB

Broken

The app worked fine until a week ago and now it will no longer log me in. I get an error message saying the system error. I have tried deleting app and downloading again and clearing cache and still unable to log in. Have to go to the actual website to log in. Please FIX
SC728epSC728ep

Excellent Website

It is easy to search for information and reports. It is also easy to gather end/of-year income tax statements.
Barbara CorinneBarbara Corinne

Not Good

Something is defective in the site. Appears corrupted
devildogjimdevildogjim
See 194 more reviews

Developer apps

Wealthscape℠
Wealthscape℠

by National Financial Services LLC

💰 Finance

(2.8K)

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

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.