Wealthscape Investor℠

National Financial Services LLC

About this app

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

Ratings and reviews

The app is pushing for an upgrade at the sign on screen. When you select the button to install, it takes you to the play store, which gives you 2 options, Uninstall or Open. If you select Open, it returns you to the apps sign on screen with the only option to upgrade. It's an endless loop! Terrible design and a frustrating experience for me.

Would be at least a 4 star, as I've been happy with this app for years, but today when launching it says there is an update available, it will not let me bypass and enter, but when I click on update and it takes me to the Play Store I only have the option to "uninstall" or "open". No update option. So I uninstalled, reinstalled but they same thing is happening and the app will not allow me to go past the "Update Available" screen to access my accounts. Please fix this.

9-19-2024. Note to everyone expressing problems with not being able to log in, and being instructed to update without the option of updating on the Playstore - I had the same problems, but I finally figured out how to get around it. Go to app info... Select force stop... Then open app. After following those steps, it finally opened for me and seems to be working correctly... So far.