Defining Investors' goals
First, investors are guided through a brief form that shares basic information.
Investors input information relevant to the goal selected.
Goal planning — Tips
Tips for helping investors meet their goals appear on screen.
Investor profile questionnaire
Next, investors complete a questionnaire used by their firm to assess their risk tolerance and map them into a recommended investment strategy.
Then, investors review their strategy recommendation, and data visuals show how saving more could impact their portfolio's value over time.
Now, investors are guided through a streamlined account opening process.
Investors eSign new account application. Firms can add their own documents or disclosures for eSignature.
Transfer of assets or money movement
Investors may electronically transfer funds from their bank or initiate a transfer of assets from an outside source.
Investors can access the eMoney investor portal, where they can aggregate other accounts or assets, use planning tools, and track spending and budgets.
Investors also have access to Fidelity documents like statements, confirms, and tax documents in the Vault.
View portfolio performance
Lastly, advisors and investors can access WealthscapeSM Performance Measurement in eMoney to view account and portfolio performance, benchmarks, and risk indicators.