Wealthscape Investor‪℠‬ 4+

National Financial Services LLC

    • 4.7 • 11.3K Ratings
    • Free

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.)
• View Account Statements
• View Tax Forms
• View Quote information


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 or user ID
• 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.


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


©2024 FMR LLC. All rights reserved.


996857.4.0

What’s New

Version 5.6.0

Enhancements and bug fixes

Ratings and Reviews

4.7 out of 5
11.3K Ratings

11.3K Ratings

Bmaustin ,

Love Frost Bank

I’ve been banking with Frost for over 35 years and they are so good looking out for my banking needs.
Alex (investment banker) with Frost is very helpful and has made me money along the way. This app is very easy to understand so you can analyze how your money is working for you. Again Alex and James Miller Thank you for you being there for me and all of you dedicated years at Frost.

Why is this so difficult??? ,

Stuck in a loop

I went to sign in on my phone and it said there’s a new update available at the App Store. I click the link provided, download the app, and hit open. That takes me back to the sign-in screen that tells me that there’s a new update available. OK, so I click it again, which takes me back to the App Store. I hit open again. It takes me back to the sign screen that tells me there’s an update available. I delete it from my phone, restart my phone completely, and then download it again. The vicious cycle continues no matter how many times I deleted this new version from my phone, restart my phone, and then download it again. So at this point, I have no app on my phone and I’m frustrated. Of course there’s no way of contacting anyone from my desktop, so I’m here to complain.

smi876478 ,

Loading and updates most days

This app is very buggy. Mostly, I find myself waiting on the app to load. Sometimes, it’s unavailable due to maintenance. I have an iPhone 12 and often log in from home using Wi-Fi so No connectivity excuses.

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

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