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

©2022 FMR LLC. All rights reserved. 996857.4.0

Ratings and reviews

Not reliable. Too many bugs are causing inconsistant log in issues, crashes often, freezes, etc. This is the only app that I have issues with. I have re-installed it twice but that did not help with any of the issues. I'm shocked that my financial company picked this app over all the other reliable, and much more highly rated ones on the market. I guess they were looking for the cheapest, so they got what they paid for!

I've installed it a couple of times in the last month and it won't launch properly. It opens with the login screen and then the screen starts flashing a white off and on. They need to hire a new IT team, the app doesn't work and the website gives the very basic info, you can't even chart you portfolio value over time. You have to look at each monthly report.

It's a good app. The content is good. I like that it shows how your accounts did (%gain or loss) for the day. I wish it did not reset at midnight. Also I would like to see historical reports, pie charts, etc. Also, I think you need to improve the signon with thumbprint. If your session expires it brings you to the login page but does not offer the thumbprint scan. This means you need to kill the app and then restart it to get the signon with thumbprint.