# Wealthscape℠

> Mobile brokerage platform for financial advisors and brokers to manage client accounts. (iPhone/iPad app by National Financial Services LLC.)

- Source: https://appshunter.io/ios/app/wealthscape/id1164184928 (this page in markdown: same URL + `.md`)
- Developer: [National Financial Services LLC](https://appshunter.io/developer/496315957)
- Category: Finance
- Price: Free
- Rating: 4.80/5 from 2,815 App Store ratings · 42 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 208 MB
- Languages: American English
- Released: 2017-02-01
- Data updated: 2026-08-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthscape/id1164184928/reviews.md

## What is Wealthscape℠?

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC.

The Wealthscape℠ mobile app is available for the iPhone® and iPad®.  With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. Best of all, it’s portable, it’s secure, and it’s easy.


The Wealthscape℠ app offers:

Advanced Security
-Employs Fidelity’s cyber security experience and policies
-Supports biometric login (face and fingerprint scan)
-Supports two-factor authentication


Easy access to account information and features
-Make a mobile check deposit into one or more eligible accounts
-View positions and balances within each account
-View account level balance over time
-View account level asset allocation graphic
-View account restriction indicator
-View activity, including pending transactions, history and order status
-Access client contact information (phone, email and address)
-View client summary, positions, and history information
-View market information and news


Privacy Policy
-View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy

Screenshots are for illustrative purposes only.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only.  Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you.  Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended.  Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.
WealthscapeSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').
Third party marks are the property of their respective owners; all other marks are the property of FMR LLC.
The 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 Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 
© 2025 FMR LLC. All rights reserved.


1109349.2.0

## Key features

- Biometric login (face/fingerprint)
- Two-factor authentication
- Mobile check deposit
- View positions and balances
- Access client contact information
- Market information and news

## What do users think of Wealthscape℠?

Overall sentiment: negative

**Pros**

- 👍 Easy to use
- 🚀 Smooth check deposit
- 💡 Helpful for administrative tasks

**Cons**

- 🐛 App freezes when depositing checks
- 🐛 Crashes when making deposits
- 🐛 Unresponsive after updates
- 🐛 Login issues with new devices

**Commonly reported bugs**

- Screen freezes when using remote deposit
- App crashes when making deposits, especially multi-account deposits
- App freezes when depositing checks
- Login issues after iOS updates

**Most requested features**

- Ability to view past transactions
- Option to remember last used deposit account
- Combine reporting for multiple accounts in a household

## Recent user reviews (10 of 42)

All indexed reviews: https://appshunter.io/ios/app/wealthscape/id1164184928/reviews.md

### 1/5 — Not great

*2026-07-07, version 6.0.1*

Awful app. Can’t really do or see anything.  App is supposed to create functionality on the phone and it basically does nothing.

### 1/5 — Needs updating

*2026-06-15, version 6.0*

This system is so outdated. To do equity trades it’s still buy the shares not by the price. So for client calls and says I want $10,000 of XYZ stock. You literally have to use a calculator and just hope you time it right with market fluctuation to place the trade. Also, it still works on individual accounts instead of households so if I wanna look at a client and their spouses accounts I have to back-and-forth. There’s no way to update fee based accounts without bouncing back-and-forth between wallscape and Envestnet. It’s really not good if you’re trying to do financial planning or any type of serious wealth management.

### 5/5 — Wealthscape

*2026-03-19, version 5.11*

Excellent

### 5/5 — Wealthscape

*2026-03-18, version 5.11*

This app works amazing and the new updates make it even better

### 4/5 — Please add Service Alerts

*2026-03-17, version 5.11*

Please add Service alerts to Wealthscape App.

### 1/5 — Mobile deposit does not work

*2026-01-14, version 5.10.1*

Freezes up every time I try to deposit into multiple accounts

### 1/5 — Fix the bugs already!!

*2025-12-29, version 5.10.1*

Since the recent update my screen freezes when I try to use remote deposit. This is unacceptable for a finance platform. Get it together already. SMH

### 3/5 — App crashing

*2025-12-29, version 5.10.1*

Works great when it works but many time the app crashes when making deposits especially multi account deposits.

### 5/5 — App freezes when depositing checks

*2025-12-15, version 5.10.1*

App freezes when I am depositing checks. It’s very frustrating when I need to deposit multiple checks at once. I have to force quit and hope it will work. This is an ongoing problem that I hope gets fixed.

### 1/5 — Check deposit freeze app

*2025-12-08, version 5.10.1*

New update makes check deposit freeze the screen for deposits into multiple accounts. Have to force quit the app since it is unresponsive.

## Frequently asked questions about Wealthscape℠

### What does the Wealthscape℠ app do?

The Wealthscape℠ app provides brokers and advisors with secure mobile access to critical brokerage information. It allows for efficient practice management, improved client responsiveness, and easy access to account details and market data.

### What are the key features of the Wealthscape℠ app?

Key features include advanced security with biometric login and two-factor authentication, mobile check deposit, the ability to view positions and balances, access to client contact information, and real-time market information and news.

### Is the Wealthscape℠ app free to use?

Based on the provided information, the app is available for free to brokers and advisors with access to the Wealthscape℠ platform. There is no mention of subscription fees or in-app purchases.

### What devices is the Wealthscape℠ app compatible with?

The Wealthscape℠ app is available for the iPhone® and iPad® devices, offering a portable and secure mobile experience.

### How does the app help manage client accounts?

The app facilitates client account management by allowing users to view client contact information, summary details, positions, and transaction history. It also provides access to account balances over time and asset allocation graphics.

## Version history (last 5 releases)

### 6.0.2 — 2026-08-17

Minor enhancements and bug fixes

### 6.0.1 — 2026-06-25

Updates made to Authentication

### 6.0 — 2026-06-02

Improved authentication 
Minor enhancements and bug fixes

### 5.11 — 2026-01-15

Check Deposit Issue addressed

### 5.10.1 — 2025-12-01

Minor enhancements

## Apps similar to Wealthscape℠

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.5 (42) | Free | Finance |
| [eMoney Client Portal](https://appshunter.io/ios/app/emoney-client-portal/id6479571927) | 3.6 (28) | Free | Finance |
| [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,499) | Free | Finance |
| [NetX360® Mobile](https://appshunter.io/ios/app/netx360-mobile/id871993127) | 2.0 (75) | Free | Finance |
| [Osaic Equipt](https://appshunter.io/ios/app/osaic-equipt/id1400949150) | 2.0 (134) | Free | Finance |
| [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance |

## More apps by National Financial Services LLC

- [Wealthscape Investor℠](https://appshunter.io/ios/app/wealthscape-investor/id1250464115)

All apps by National Financial Services LLC: https://appshunter.io/developer/496315957

## Related topics

[wealthscape](https://appshunter.io/ios/topics/wealthscape) · [nylife securities](https://appshunter.io/ios/topics/nylife-securities) · [advisor 360](https://appshunter.io/ios/topics/advisor-360) · [bny brokerage account](https://appshunter.io/ios/topics/bny-brokerage-account) · [brokerage load](https://appshunter.io/ios/topics/brokerage-load) · [finra](https://appshunter.io/ios/topics/finra) · [nrp portfolio manager](https://appshunter.io/ios/topics/nrp-portfolio-manager) · [digital brokerage](https://appshunter.io/ios/topics/digital-brokerage) · [primerica online app](https://appshunter.io/ios/topics/primerica-online-app)

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*