Wealthscape℠

National Financial Services LLC

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.

Ratings and reviews

I am required to use this app for certain situations at work but there is no way I would ever use it willingly. It is so buggy and crashes all the time. It's extremely annoying when you have to input multiple entries for one check. It sometimes crashes in the middle and I have to go back and start over again.

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!

Apple version works ok. Droid version on my Galaxy note doesn't launch -login screen just blinks repeatedly. Unfortunately the Note is my "work" phone, so I have to abandon the app altogether. Which is sad because their retail direct app is actually quite good.