Download the Wealthscape InvestorSM Mobile App
Download the Wealthscape InvestorSM Mobile App to manage your brokerage account from anywhere.
View positions and monitor your portfolio:
- Get access virtually anytime
- Check account balances, positions, and history
- View market information
- Create watch lists and price trigger alerts
- Deposit checks
Visit the App Store® or Google PlayTM to download the app.
Log in to the Mobile App
You can log in to the Wealthscape Investor Mobile App using your Wealthscape Investor login credentials.
To Use Mobile Check Deposit, Find the Deposit Check Feature
Once logged in, locate the Deposit Check feature.
- iPad® users: the Deposit Check feature is located in the upper-right corner.
- iPhone® and AndroidTM users: look for More option, select Money Movement, and then Deposit Check. (Android users can find the More option by using the Android menu button.)
Review and accept the one-time user agreement the first time you use Mobile Check Deposit, and the camera on your device will be ready to begin the process.
When depositing funds into a retirement account, you may be prompted to select from a list of retirement options.
If you have questions about which retirement option is best, contact your financial representative or broker-dealer.
Funding Multiple Accounts
The total amount of your deposit may be deposited into a single account, or split up to fund multiple accounts.
If depositing into more than one account, enter the allocation amount in each account.
- Select the first account for funds, and enter the deposit amount, then tap Add Another Account.
- Next, select a second account from the accounts list (repeat as needed).
Once the remaining check amount equals $0.00, tap Continue to complete and verify your deposit.
View Transaction Status lets you check the status of your deposit. Deposits that are pending will appear in Open-Balance status. Deposits that are approved will appear in Received status.