Screenshots

Description

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.)


Self-service capabilities
• Make a mobile check deposit
• Submit an equity or ETF order
• Change an expired password


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.


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 Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE,SIPC.


245 Summer Street, Boston, MA, 02210


©2021 FMR LLC. All rights reserved.


996856.1.0

What’s New

Version 4.6.2

Our latest version includes:
• Ensuring the back button is available when an account is in context

Ratings and Reviews

2.7 out of 5
55 Ratings

55 Ratings

dbhou65 ,

I’m going to give you a second review on the latest version

I wonder where the ideas come from for the improvements and whether anyone tests what is done. I will repeat the irritation that one has to kill the app in order for the bio login (iOS) to work a second time. I also see the daily gain/loss is missing from the spreadsheet view. One has to go into each individual fund to see that information. How is that an improvement?

Frustrated client again ,

Check deposit not working

Whenever I bring up the check deposit function, the area where I should be able to type in the check amount does not bring up the keyboard. The app won’t let me move forward to snap check images without typing in an amount. No matter how much I have deleted and reinstalled the app, shut down and restarted the iPad, it won’t bring up the keyboard to type in check amount. And it is not an issue with the iPad, because the keyboard comes up when I click on “make a trade function.”

KodiParker ,

Better looking interface

Although the interface looks better, now I cannot see the days change in value of my stocks only the total gain/loss. Am I missing something?

App Privacy

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

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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