Wealthscape℠

National Financial Services LLC

About this app

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

The Wealthscape℠ mobile app is available for Android® devices. 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 activity, including pending transactions, history and order status
-Access client contact information (phone, email and address)
-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.


1109354.2.0

Ratings and reviews

This has to be one of the worst financial apps of all time... No trading, no block orders, no bonds, no charts, no research, etc. Basically you can see accounts and do absolutely nothing. Whoever created this app should be fired and they should hire some company with competence. I could make a better app in a week with next to no effort. You can't tell me they tried to do more than the bare minimum. The bare minimum would be an extremely high bar for this app. they will lose to hood and others

Installed app. Opened app. Pop up says a newer version available. Clicked on newer version. App takes you back to the install screen in a constant loop making the app unusable. When you send a note to explain the details using the email address offered, it comes back undeliverable.

Have you ever thought, man I hope I get to sit on hold with technology helpdesk and try to figure out how to gain access to an app that isn't functional but a necessary evil to your business....then you will understand the issues with this app. Login is always a problem. Can't do anything but view a few items and to enter client checks is annoyingly laughable. 3 years later update: I apologize to anyone that might have thought my above comments were a joke. I assure you, this app is horrid!

What’s new

Minor enhancements