For Brokers and Advisors with access to Wealthscape℠ from Fidelity Clearing & Custody Solutions, Member NYSE, SIPC
Wealthscape℠ mobile apps are available for the iPhone® and iPad®. These innovative apps give brokers and advisors access to critical brokerage information in a mobile environment that can improve your responsiveness to your clients and help you manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. And best of all, it’s portable, it’s secure, and it’s easy.
Wealthscape℠ apps offer:
-Snap photos of checks and deposit them into your clients’ eligible accounts
-Easy navigation to scan alerts, review market information and get quotes, charts and news
-Access to key client data at your fingertips with access to critical information including customer address, phone numbers and key balance information
-Review client’s order status, positions, and transaction activity
-Ability to view multiple sources of data simultaneously with the ability to swipe quickly from view to view
Available on iPad®:
-Integrated equity and mutual fund order entry in a secure mobile environment
-View statements, confirms, tax documents and correspondence
Privacy Policy
View the privacy policy for Broker-Dealers here:
https://clearingcustody.fidelity.com/app/item/RD_13569_19679.html?pos=F
View the privacy policy for Registered Investment Advisors here:
https://clearingcustody.fidelity.com/app/item/RD_13569_19515.html?pos=F
The images below are for illustrative purposes only.
Third party marks are the property of their respective owners; all other marks are the property of FMR LLC.
Fidelity Clearing & Custody Solutions℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
200 Seaport Boulevard, Boston, MA 02210
©2022 FMR LLC. All rights reserved.
Wealthscape℠ mobile apps are available for the iPhone® and iPad®. These innovative apps give brokers and advisors access to critical brokerage information in a mobile environment that can improve your responsiveness to your clients and help you manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. And best of all, it’s portable, it’s secure, and it’s easy.
Wealthscape℠ apps offer:
-Snap photos of checks and deposit them into your clients’ eligible accounts
-Easy navigation to scan alerts, review market information and get quotes, charts and news
-Access to key client data at your fingertips with access to critical information including customer address, phone numbers and key balance information
-Review client’s order status, positions, and transaction activity
-Ability to view multiple sources of data simultaneously with the ability to swipe quickly from view to view
Available on iPad®:
-Integrated equity and mutual fund order entry in a secure mobile environment
-View statements, confirms, tax documents and correspondence
Privacy Policy
View the privacy policy for Broker-Dealers here:
https://clearingcustody.fidelity.com/app/item/RD_13569_19679.html?pos=F
View the privacy policy for Registered Investment Advisors here:
https://clearingcustody.fidelity.com/app/item/RD_13569_19515.html?pos=F
The images below are for illustrative purposes only.
Third party marks are the property of their respective owners; all other marks are the property of FMR LLC.
Fidelity Clearing & Custody Solutions℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
200 Seaport Boulevard, Boston, MA 02210
©2022 FMR LLC. All rights reserved.
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