Defining Investors' goals
Investors are guided through a brief form that shares basic information to get started.
Investors input information about their financial situation.
Goal planning — Tips
Tips appear on the screen and suggest how they might improve their goals, similar to an advisor interaction.
Investor profile questionnaire
Next, investors complete an investor profile questionnaire. The firm configures the questionnaire and assesses the risk scoring, which informs the appropriate 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 in the virtual envelope.
Transfer of assets or money movement
Investors may electronically transfer funds from their bank or other brokerage accounts in order to fund the account.
Investors have full access to 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
Both advisors and investors can access WealthscapeSM Performance Measurement in eMoney. They can view account and portfolio performance, benchmarks, and risk indicators.