1.9
54 reviews
10K+
Downloads
Content rating
Everyone
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About this app

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Clearing & Custody Solutions℠, Member NYSE, SIPC

Wealthscape℠ mobile apps now available for the Android®. These innovative apps give brokers and advisors access to critical brokerage information in a mobile environment that can improve your responsiveness to your clients and help you manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape℠ platform. And best of all, it’s portable, it’s secure, and it’s easy.


Wealthscape℠ apps offer:

-Snap photos of checks and deposit them into your clients’ eligible accounts
-Easy navigation to scan alerts, review market information and get quotes, charts and news
-Access to key client data at your fingertips with access to critical information including customer address, phone numbers and key balance information
-Review client’s order status, positions, and transaction activity
-Integrated equity and mutual fund order entry in a secure mobile environment
-Ability to view multiple sources of data simultaneously with the ability to swipe quickly from view to view


Privacy Policy
View the privacy policy for Broker-Dealers here:
https://www.wealthscape.com/wscontent/common/logininfo/privacy_BD.html
View the privacy policy for Registered Investment Advisors here:
https://www.wealthscape.com/wscontent/common/logininfo/privacy_RIA.html


The images below are for illustrative purposes only.

Third party marks are the property of their respective owners; all other marks are the property of FMR LLC.

Fidelity Clearing & Custody Solutions℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

200 Seaport Boulevard, Boston, MA 02210

©2017 FMR LLC. All rights reserved.
Updated on
Apr 19, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 4 others
Data is encrypted in transit
Data can’t be deleted
1.9
54 reviews
Matt Fox
May 27, 2022
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!
12 people found this review helpful
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eileen kennedy
June 10, 2022
This app is SOO buggy and tech support from broker dealer has no idea how to fix inability to login and deposit checks. Best advice, try another device. Am I supposed to have a spare IPhone laying around for a buggy app? 🤬 6/10/22 app is STILL useless and fidelity doesn't even respond to any of these complaints. I need this to deposit checks and it will not take the photo. Sometimes it takes the photo of front but then back photo won't work. I have to FedEx my checks to broker in TX for $45.🤬
1 person found this review helpful
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Nichole Crawford
June 21, 2022
I POSTED THIS REVIEW IN JUNE OF 2021. STILL HAS NOT BEEN RESOLVED! FIX IT FIDELITY! I CANNOT DEPOSIT CHECKS CORRECTLY!!! FIX IT NOW!!!!
2 people found this review helpful
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