Wealthscape℠ 5.5.0

Wealthscape℠ 5.5.0

National Financial Services LLC – Freeware – iOS
out of 999 votes
Latest Version
5.5.0
Safe to install
EXCELLENT User Rating

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.

©2023 FMR LLC. All rights reserved.

1109349.1.0

Overview

Wealthscape℠ is a Freeware software in the category Business developed by National Financial Services LLC.

The latest version of Wealthscape℠ is 5.5.0, released on 07/02/2024. It was initially added to our database on 02/15/2024.

Wealthscape℠ runs on the following operating systems: iOS.

Users of Wealthscape℠ gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

Related


Agency and Home Office Events

Streamline Your Insurance Events with New York Life's Agency and Home Office Events App

Avantax Advised

The client portal serves as a valuable resource for accessing your Avantax Planning Partner statements. It allows you to conveniently view pertinent information regarding your account, including details about holdings, transaction …

CellTrust SL2

CellTrust SL2: Enhancing Secure Communications

Dominion Wealth

This mobile application provides users with the ability to access account information and balances, as well as easily communicate with their financial advisor.

DST Vision

DST Vision Mobile offers financial intermediaries a streamlined interface that brings the capabilities of DSTVision.com to mobile devices.

Elements App

Streamline Your Workflow with Elements App
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

Warcraft Rumble Warcraft Rumble
Epic Battles Await in Warcraft Rumble
HackCheck HackCheck
Stay informed about your online accounts with HackCheck.
DivX Setup DivX Setup
DivX Setup: Your Ultimate Multimedia Solution
S SIMATIC S7-PCT + HF2 Professional
Streamlined Programming and Configuration with SIMATIC S7-PCT + HF2 Professional
Global Protocols Global Protocols
Streamline Your Business Operations with Global Protocols
G Gemcom Surpac
Gemcom Surpac: The Ultimate Geological Software for Mining Professionals
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!

Latest Updates


SoundSwitch 6.14.1

Effortlessly switch audio outputs with SoundSwitch.

LeafView 3.6.4

LeafView: A Fresh Perspective on Document Management

emSzmal 3.25.0605.1000

emSzmal: The Ultimate Personal Finance Tool

R-Studio 9.5.191.51

Efficient Data Recovery Tool for Professionals

HomeBank 5.9.2

HomeBank: Your Personal Finance Management Solution

Driver Talent 8.1.12.72

Simplify Your Driver Management with Driver Talent