Brokerage

WealthscapeSM account onboarding

Your business and client needs are evolving, and you need technology that keeps pace. With Wealthscape account onboarding, experience a fully digital end-to-end workflow with click-to-agree investor authorization for registered investment advisors (RIAs) that custody with Fidelity.

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Fast forward growth with a digital onboarding experience

Wealthscape account onboarding's digital experience is designed to be more efficient and more intuitive. Less clicking and less manual tasks mean more time back with your clients.

Fidelity solution

Turnkey solution through our WealthscapeSM platform

True digitization

Instead of a fixed PDF, Wealthscape dynamically renders to provide a clear picture of the account details to the investor.

  • Multi-account openings in one bundle
  • TOAs up to 3 per account

Click-to-agree signing

A streamlined user experience for your clients.

  • Advisor firm document upload (ex: ADV, fee schedule)
  • Investor can edit and one-click to authorize

Bulk account opening

Onboarding new clients is less manual with our digital end-to-end bulk account opening solutions.

  • Simplify and digitize the process for you and your clients
  • Faster asset realization
  • Get time back for clients

Modular

Combination of WealthscapeSM and third-party solutions

Integrations

Combine our platform with integrations to meet your needs:

  • Third-party prefill from CRM Systems
  • Service Center tracking, status updates, and alerts

Build your own

A proprietary, firm-branded experience using Fidelity and third-party APIs

Strong building blocks

Create a unique, seamless user experience with an API for on-demand data retrieval, updates, and transactions.

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Watch the Wealthscape account onboarding demo

Want to know more?

Let's talk about technology solutions for your business.

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Explore more of the WealthscapeSM brokerage platform

Advisors

Learn how our open-architecture brokerage platform delivers a world-class, connected experience for advisors.

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Operations

Discover Wealthscape's productivity solutions that can drive efficiencies across the front and back office.

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Investors

Explore how Wealthscape's investor experience can help deliver more client value and add efficiency to your practice.

Learn more

* Some functionality may not be available to all customers. Experience may differ between browser and mobile app.

Screenshots are for illustrative purposes only.

WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').

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