Wealthscape Investor℠

Finance

Free

Use Wealthscape Investor to access your managed brokerage accounts from anywhere. With an enhanced user experience, you’ll be able to navigate the app more efficiently and access the information you need, when you need it. Advanced security • Employs Fidelity’s cyber security experience and policies • Supports biometric login (face and fingerprint scan) • Supports two-factor authentication Easy access to answers and account information • View accounts within a portfolio • View positions and balances within each account • View activity within each account (history, order status, etc.) • View Account Statements • View Tax Forms • View Quote information • View balance over time at the account and portfolio level • View top holdings and asset allocation graphics Self-service capabilities • Make a mobile check deposit • Submit an equity or ETF order • Change an expired password • Reset a forgotten password • Lookup a forgotten username • Show/hide password on Sign In About Wealthscape Investor Mobile • The Wealthscape Investor Mobile App is a brokerage account management tool available for use by customers of participating financial institutions. • To use the Wealthscape Investor Mobile App, you must have an active Wealthscape Investor or Online Brokerage account with your participating financial institution. • For more information about enrolling in Wealthscape Investor or Online Brokerage, please contact your broker or advisor. 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. 996856.6.0

Ratings & Reviews

  • 4.7
    out of 5
    19K Ratings

RCD Issue addressed

Version 5.11

The developer, National Financial Services LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Location
    • User Content
    • Identifiers
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Sensitive Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • National Financial Services LLC
Size
  • 40 MB
Category
  • Finance
Compatibility
Requires iOS 14.0 or later.
  • iPhone
    Requires iOS 14.0 or later.
  • iPad
    Requires iPadOS 14.0 or later.
  • iPod touch
    Requires iOS 14.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2025 FMR LLC.
  • Developer Website
  • Privacy Policy

    • More by National Financial Services LLC

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