Wealthscape℠

Veröffentlicht von: National Financial Services

Beschreibung

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC.
The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape℠ platform. Best of all, it’s portable, it’s secure, and it’s easy.

The Wealthscape℠ app offers:
Advanced Security
-Employs Fidelity’s cyber security experience and policies
-Supports biometric login (face and fingerprint scan)
-Supports two-factor authentication

Easy access to account information and features
-Make a mobile check deposit into one or more eligible accounts
-View positions and balances within each account
-View activity, including pending transactions, history and order status
-Access client contact information (phone, email and address)
-View market information and news

Privacy Policy
-View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy
Screenshots are for illustrative purposes only.

For investment professional use only. Not for distribution to the public as sales material in any form.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and 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.
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.
©2024 FMR LLC. All rights reserved.
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Screenshots

Wealthscape℠ Häufige Fragen

  • Ist Wealthscape℠ kostenlos?

    Ja, Wealthscape℠ ist komplett kostenlos und enthält keine In-App-Käufe oder Abonnements.

  • Ist Wealthscape℠ seriös?

    🤔 Die Qualität der Wealthscape℠-App ist gemischt. Einige Nutzer sind zufrieden, während andere Probleme melden. Ziehen Sie in Betracht, einzelne Bewertungen für mehr Kontext zu lesen.

    Danke für die Stimme

  • Wie viel kostet Wealthscape℠?

    Wealthscape℠ ist kostenlos.

  • Wie hoch ist der Umsatz von Wealthscape℠?

    Um geschätzte Einnahmen der Wealthscape℠-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.

Benutzerbewertung

4.84 von 5

1,353 Bewertungen in Vereinigte Staaten

5 star
1,077
4 star
73
3 star
17
2 star
9
1 star
17
Bewertungsverlauf

Wealthscape℠ Bewertungen

No history capability?

Jcbergie on

Vereinigte Staaten

…..seems limited in its capability

Last account

jmvanname on

Vereinigte Staaten

I wish the deposit function still had the option of remembering the last account you used as we frequently deposit a number of checks into the same account.

Wealthscape

kak6154 on

Vereinigte Staaten

I like the new sign in and I like the check deposit. I’m not able to see past transactions, however.

SHAMROCK

Gaelic Man on

Vereinigte Staaten

Awesome website. Keep up the great work!!

Wealthscape Update!!

Jonathan Abbuhl on

Vereinigte Staaten

The new update makes this app so much easier to use. It finally feels smooth, like it should.

Awesome

Much ghost, so wow. on

Vereinigte Staaten

Thanks so much for the update. The new wealthscape is fantastic.

2024 update is BIG improvement

jspeciner on

Vereinigte Staaten

Log in works. UI is clean. Much better!

HSA DEPOSITS ARENT SUPPORTED!

Golden Mesa on

Vereinigte Staaten

For a company that tries to be a leader in technology this app is totally orphaned. What a disappointment. No updates in forever with know issues going unaddressed.

Missing check deposit functionality

King Matty Ratty on

Vereinigte Staaten

Missing check deposit functionality. Unbelievable that this is possible.

Hsa

Jeff Alan H on

Vereinigte Staaten

Will not accept HSA mobile deposits.

Store-Rankings

Ranking-Verlauf
App-Ranking-Verlauf noch nicht verfügbar
Kategorien-Rankings
App ist noch nicht gerankt

Wealthscape℠ Konkurrenten

Name
Orion Mobile
Black Diamond Wealth Platform
Schwab Advisor Center® Mobile
MyRepChat
Compliant Text Messaging
On-Site Electronic Deposit
NetX360® Mobile
Insights by J.P. Morgan
J.P. Morgan Asset Management
Thrivent RCD
Check Capture app
Osaic Equipt
New York Life
Life Insurance & Investments

Wealthscape℠ Installationen

Letzte 30 Tage

Wealthscape℠ Umsatz

Letzte 30 Tage

Wealthscape℠ Einnahmen und Downloads

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