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
• 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.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.
WealthscapeSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').
Third party marks are the property of their respective owners; all other marks are the property of FMR LLC.
The 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 Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
© 2025 FMR LLC. All rights reserved.

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Ratings and reviews

I click Open. It goes to "New Version Available" and I clicked update. It loops back to Open. Tried several times, same results. Tried uninstalling and installing it again a couple of times. Same results. As for the app itself and available features and resources, giving it a rating of "sub par" is being generous. I keep a minimum amount of my investments in Fidelity for the sole purpose of gaining access to its more than robust app and excellent services and research resources.

The app keeps telling me that there's an update. Tried to reinstall the updates. Now, the app keeps showing the same message. I also forced stopped the app and rebooted. I tried contacting Tech Support only to be told that I am not on the list of people who can contact them. HANDS IN THE AIR!!!!

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.

What’s new

This version includes a simple view of account positions