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.
Read more
Collapse
1.9
33 total
5
4
3
2
1
Loading…

What's New

- Bug fixes and other minor enhancements
Read more
Collapse

Additional Information

Updated
April 9, 2020
Size
8.7M
Installs
10,000+
Current Version
3.0.4
Requires Android
4.4 and up
Content Rating
Everyone
Permissions
Offered By
National Financial Services LLC
©2021 GoogleSite Terms of ServicePrivacyDevelopersAbout Google|Location: United StatesLanguage: English (United States)
By purchasing this item, you are transacting with Google Payments and agreeing to the Google Payments Terms of Service and Privacy Notice.