5.5.0 安全安裝
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
概述
Wealthscape℠ 是在由National Financial Services LLC開發類別 Business Freeware 軟體。
最新版本是 Wealthscape℠ 的 5.5.0 2024/07/02 上釋放。 它最初被添加到我們的資料庫 2024/02/15 上。
Wealthscape℠ 在下列作業系統上運行: iOS。
使用者 Wealthscape℠ 5 個 5 星的評分,給了它。
相關產品
Agency and Home Office Events
Welcome to the official application for Agency & Home Office Events. This app serves as a valuable tool to stay informed about your meeting schedule and receive timely notifications.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™ is an enterprise-level application designed to provide a secure solution for maintaining a separation between personal and business communications on a single device through the assignment of a secure Mobile Business …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.Elements App
The Elements Financial Planning System™ app is an essential component of the comprehensive financial strategy offered by Elements.Fidelity Digital Assets
Digital assets are characterized by speculation and high volatility, which may lead to illiquidity unexpectedly, catering to individuals with a high threshold for risk.First Horizon Events
This application serves as a valuable tool for attendees, offering a comprehensive agenda, timely notifications throughout the event, and opportunities to connect with fellow participants.FTWA Wealth Access
Fifth Third Wealth Advisors (FTWA) offers account access through its platform, Wealth Access, facilitating ongoing communication between clients and their advisors regarding financial objectives.Investor360°®
Investor360°® offers a comprehensive platform that allows you to gain valuable insights into your financial portfolio. With the Investor360° app, you have instant access to an executive summary of your complete financial …LPL Financial Mobile
LPL Financial Mobile is a mobile application designed exclusively for LPL Financial advisors. This fast and secure service allows advisors to stay connected with their clients and easily monitor their accounts from their iPhone and iPad.Osaic Equipt
eQuipt offers a valuable solution for monitoring investments, allowing users to stay connected while on the move, using their iPhone or iPad.Principal® Events
This platform serves as a comprehensive information hub for Principal Financial Group®'s conferences and events. It enhances the overall meeting experience by providing users with crucial meeting information and facilitating connections …PX Data
Offering power and performance on-the-go for both advisors and investors: Users can now quickly gain insights on portfolios, performance, holdings, asset classes, and value progression, or delve deeper into the app for more detailed …Redtail Speak
Redtail Speak provides a compliant avenue for text messaging clients and facilitating real-time collaboration with staff.Sachetta
This application offers a user-friendly financial dashboard, document vault, interactive reports, budgeting tools, and additional features, all conveniently accessible through a secure mobile platform.Schwab Advisor Center® Mobile
The Schwab Advisor Center® Mobile Application provides independent registered investment advisors with a user-friendly tool to monitor and manage client accounts seamlessly from their iPhone and iPad.SpendSlope
SpendSlope offers a visual representation of your expenditures, allowing users to quickly assess their daily spending limits for the remainder of the month.Thrivent Mobile
Thrivent Mobile: A Comprehensive Financial Management App Thrivent Mobile, developed by Thrivent Financial For Lutherans, is a powerful app designed to assist users in managing their finances efficiently.ThriventCU
ThriventCu Mobile is a convenient companion that allows you to manage your finances on the go using your Apple mobile device. With this app, you can easily review your account balance, transaction history, and make transfers.Workplace - work_connected
Optimize your productivity by using workplace_ during your most efficient working hours. Sync your work email, contacts, and calendar on your iPhone or iPad. Browse, preview, and edit work files using other applications.最近的更新
Sigil 2.4.2
Sigil: A Comprehensive E-book Editor Sigil, developed by Strahinja Markoviæ, is a powerful and user-friendly e-book editor designed for creating and editing e-books in EPUB format.ArgusMonitor 7.2.2.3018
ArgusMonitor by ArgusMonitor is an advanced system monitoring and fan control software designed to facilitate real-time monitoring, analysis, and optimization of hardware components within Windows-based systems.WSCC 10.0.0.6
WSCC by KLS Soft: A Comprehensive Windows System Control Center WSCC by KLS Soft is a robust software application designed to serve as a centralized hub for managing and controlling various system utilities for the Windows operating …Duplicate File Detective 7.3.74.0
Duplicate File Detective, developed by Key Metric Software, is a powerful software tool designed to help users find and remove duplicate files on their computer system.Loaris Trojan Remover 3.3.10
Loaris Trojan Remover: An In-Depth Review Loaris Trojan Remover, developed by Loaris, Inc., is a powerful software application designed to detect and remove malware, including Trojans, worms, adware, and spyware, from your computer.UltraSearch 4.6.4.1107
UltraSearch by JAM Software UltraSearch by JAM Software is a powerful and efficient tool designed to help users quickly find files and folders on their Windows systems.最新動向
評測
![]() |
Calibre
使用 Calibre 輕鬆組織和管理您的電子書庫。 |
![]() |
Ubisoft Connect
Ubisoft Connect:使用 Ubisoft 的官方平台增強您的遊戲體驗 |
![]() |
MiniTool Partition Wizard Free
使用 MiniTool Partition Wizard Free 輕鬆管理您的磁碟分區 |
![]() |
AOMEI Backupper
AOMEI Backupper:可靠的備份和恢復解決方案 |
EASEUS Data Recovery Wizard
使用EASEUS資料恢復精靈輕鬆恢復丟失的數據。 |
|
![]() |
FastStone Image Viewer
FastStone Image Viewer:一款多功能且快速的圖像查看軟體。 |
![]() |
UpdateStar Premium Edition
UpdateStar Premium Edition:管理软件更新的实用工具 UpdateStar Premium Edition 是一种软件管理工具,旨在通过确保您的程序是最新的,帮助您的 PC 保持最佳状态。它可以处理从扫描过时软件到提供个性化推荐,甚至备份您的配置以便在需要时恢复设置的所有事情。仔细查看自动更新功能 : 此功能会自动扫描您的计算机以查找过时的程序,只需单击几下即可帮助您更新它们。无需再寻找每个应用程序的最新版本。软件数据库: UpdateStar … |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Microsoft Visual C++ 2015 Redistributable Package 是 Microsoft 创建的软件组件。它为用户提供了运行使用 Visual Studio 2015 创建的应用程序所需的运行时组件。此可再发行组件包旨在使开发人员能够更轻松地在系统上部署其应用程序,而不必担心是否已安装所需的运行时组件。该包包括 Microsoft 基础类 (MFC)、Visual C++ CRT 和标准 C++ 等库。如果没有这些库,使用 Visual … |
![]() |
Microsoft Edge
Microsoft Edge是由Microsoft开发的Web浏览器,旨在成为市场上其他流行浏览器的轻量级和快速替代品。Microsoft Edge 于 2015 年推出,取代 Internet Explorer 成为 Windows 操作系统上的默认浏览器。 Microsoft Edge的主要功能之一是它与Microsoft的虚拟助手Cortana的集成。这允许用户在不离开浏览器窗口的情况下执行搜索、设置提醒并获取问题的答案。 在性能方面,Microsoft Edge … |
![]() |
Google Chrome
Chrome 是 Google 开发的网络浏览器。它的特点是速度快,功能多。 |
![]() |
Microsoft Visual C++ 2010 Redistributable
评论:Microsoft Visual C++ 2010 Redistributable by Microsoft Microsoft Visual C++ 2010 Redistributable 是由 Microsoft 开发的软件应用程序,它为使用 Microsoft Visual C++ 2010 构建的程序提供运行时组件。在未安装 Visual C++ 2010 的计算机上运行使用此版本的 Visual … |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools 是由 Microsoft Corporation 开发的软件应用程序,可帮助用户解决和修复与设备上的 Windows Update 相关的问题。作为 Microsoft 对改善 Windows 更新体验的持续承诺的一部分,更新运行状况工具旨在简化诊断和解决更新相关问题的过程。 Microsoft 更新运行状况工具的一个关键功能是它能够检测可能阻止 Windows … |