Trading
Very user friendly platform .
Wealthscape Solutions
Doesn’t work on IPhone 17 Pro Max @ 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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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
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.
Inaccessible a lot of the time
The app is very slow to load. If it does load and I authenticate, at least 75% of the time after logging in, I receive a “System Error” pop up.
I am a new user and am comparing my experience with previous apps from former financial institutions.
The user experience needs some serious review, again comparing to other apps I have used.
I am a new user and am comparing my experience with previous apps from former financial institutions.
The user experience needs some serious review, again comparing to other apps I have used.
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Efficiency
Excellent way of checking accts !
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
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.
Now after saying no 100 times I might be in a hurry and screw up.
This offends me.
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
Excellent Website
It is easy to search for information and reports. It is also easy to gather end/of-year income tax statements.
Not Good
Something is defective in the site. Appears corrupted
Excellent Program
I am impressed how Wealthscape Investor not only minute by minute updates my portfolio in general, but details the status of individual investments throughout the day.
I rely on WI to keep track of my funds and I review WI a minimum of 10 times a day to check my portfolio balance.
I rely on WI to keep track of my funds and I review WI a minimum of 10 times a day to check my portfolio balance.
App no longer works with iOS 26.6
App no longer works with iOS 26.6. I have un-installed and reinstalled app, including reinstalling will h latest Wealthscape Investor 6.0.2 version on 8-17-2026 and it still does not work. Getting “Suspicious Link Detected” security warning with Norton 360.
Unsecure App
When opening the app, a Norton 360 warning pops up “Suspicious Link Detected
We recommend you avoid clicking links on this page to stay safe.”
Then this “System Error
A system error has occurred.
If this issue persists, please contact your financial institution for assistance.”
We recommend you avoid clicking links on this page to stay safe.”
Then this “System Error
A system error has occurred.
If this issue persists, please contact your financial institution for assistance.”
Very satisfied
I’ve had this account for over 12 years and have received outstanding support and service from the very beginning.
No longer works
App stopped working about a week ago. Now you can’t get to a login screen. Useless.
App not working
The app was great until a week ago 7/24/2026now it wont load.
No Customer Support
I’m trying to connect my Wealthscape Investor account through Plaid to my ChatGPT account to keep track of all my investment accounts. The login is broken for Wealthscape Investor and there is no support site to let anyone know! Even the app support link on the App Store only takes you to the login page. There is no support button when you login either. The old streetscape website sends you to broken links and this is a disaster that needs to be sent upwards to IT or someone to fix!
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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.
