Brokerage

WealthscapeSM investor experience

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

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Make it easier for investors to manage their accounts

Designed to help drive efficiency, propel growth and deliver client value, Wealthscape's investor experience allows investors to view and transact in their brokerage accounts from anywhere—either online or with the mobile app. They'll be able to have quick access to positions and balances, view activity, manage important documents, access market data and research, trade, deposit checks, and move money.*

Fidelity solution

Turnkey solution through our WealthscapeSM platform

WEALTHSCAPE INVESTORSM FOR CLEARING CLIENTS

Portfolio snapshot

A personalized homepage lets investors see a summary of their activity with recent transactions, their asset allocation, and top holdings to see the big picture of how they’re doing.

View account information

Investors can view account positions, balances, activity and access account statements, confirms and tax documents.

Easy to access documents

Investors will be able to access statements, confirms, tax documents, and correspondence:

  • Select the Documents link in the upper portion of the screen that displays.
  • Select Accounts in the top left of the navigation bar to expand the Accounts panel, and then select the account or account group in the list.
  • Filter documents by the year for easy viewing
  • Download up to 12 documents at a time from Statements and Tax Documents

eDelivery

Investors can sign up to get digital storage of statements, trade confirmations, prospectuses, shareholder reports, and other eligible correspondence. They'll receive an email letting you know whenever a new document is available to view.

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Mobile check deposit

Simply enter your check amount, select an account and snap an image of your check using an iPhone, iPad or Android device to make deposits directly to your brokerage account. It's convenient, safe, and easy.

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For Custody clients
The Fidelity.com experience

Clients who choose to custody their assets with Fidelity can offer Fidelity.com as their end client platform.

Modular

Combination of WealthscapeSM and third-party solutions

Financial planning solutions through eMoney

Designed to help you move swiftly from planning to action, and to strengthen advisor and end-investor engagement.

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

Screenshots are for illustrative purposes only.

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.

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

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