Wealthscape℠ 5.5.0

National Financial Services LLC – Freeware – iOS
de votos 999

Última versión
5.5.0 Seguro para instalar

The Wealthscape℠ mobile app is now available for iPhone® and iPad®. This app provides brokers and advisors with access to critical brokerage information on the go. It enhances user experience, improves client responsiveness, and allows for more efficient practice management. The app includes many features from the Wealthscape℠ platform that users have come to rely on. It offers advanced security measures, such as Fidelity's cyber security experience and policies, biometric login options, and two-factor authentication.

With the Wealthscape℠ app, brokers and advisors can easily access account information and features. They can make mobile check deposits into eligible accounts, view positions and balances within each account, check activity including pending transactions, history, and order status. The app also provides access to client contact information, market information, and news.

For privacy policy details, please visit:
https://clearingcustody.fidelity.com/fi-privacy-policy

The provided screenshots are for illustrative purposes only.

Please note that this app is intended for investment professionals only and should not be distributed to the public as sales material in any form.

The information presented in this document is for informational and educational purposes only. It is not a recommendation to take any particular action or an offer or solicitation to buy or sell securities or services. This document does not constitute investment advice. Before making any investment decisions, it is recommended to consult with professional advisers and consider the specific facts and circumstances of your individual situation. Please be aware that Fidelity and its representatives may have a conflict of interest in the mentioned products or services because they have a financial interest in them and receive compensation connected to their management, distribution, and/or servicing. The third parties mentioned in this document are independent companies and not affiliated with Fidelity Investments®. Their listing does not imply a recommendation or endorsement by Fidelity Investments®.

Fidelity Investments® provides investment products through Fidelity Distributors Company LLC, clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC (Members NYSE, SIPC), and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.

1109349.1.0

Resumen

Wealthscape℠ es un software de Freeware en la categoría de Negocio desarrollado por National Financial Services LLC.

La última versión de Wealthscape℠ es 5.5.0, aparecido en 02/07/2024. Inicialmente fue agregado a nuestra base de datos en 15/02/2024.

Wealthscape℠ se ejecuta en los siguientes sistemas operativos: iOS.

Los usuarios de Wealthscape℠ le dio una calificación de 5 fuera de 5 estrellas.

Imágenes (click para ampliar)

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Última versión
5.5.0

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