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Wealthscape‪℠‬ 5.5.0 - App Store




About Wealthscape‪℠‬

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments(R), Member NYSE, SIPC. The Wealthscape℠ mobile app is available for the iPhone(R) and iPad(R). With an enhanced user experience, you can access

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC.

The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape℠ platform. Best of all, it’s portable, it’s secure, and it’s easy.


The Wealthscape℠ app offers:

Advanced Security
-Employs Fidelity’s cyber security experience and policies
-Supports biometric login (face and fingerprint scan)
-Supports two-factor authentication


Easy access to account information and features
-Make a mobile check deposit into one or more eligible accounts
-View positions and balances within each account
-View activity, including pending transactions, history and order status
-Access client contact information (phone, email and address)
-View market information and news


Privacy Policy
-View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy

Screenshots are for illustrative purposes only.


For investment professional use only. Not for distribution to the public as sales material in any form.

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments®. Listing them does not suggest a recommendation or endorsement by Fidelity Investments®.

Fidelity investments® provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

©2024 FMR LLC. All rights reserved.

1109349.1.0

Apr 5, 2024
Version 5.5.0
This version includes the following enhancements:
-Interactive Balance Over Time Chart
-Account Restriction Indicator
-View grouping of accounts by Client



Previous Versions

Here you can find the changelog of Wealthscape‪℠‬ since it was posted on our website on 2021-12-16 14:23:26. The latest version is 5.5.0 and it was updated on 2024-04-19 19:15:55. See below the changes in each version.

Wealthscape‪℠‬ version 5.5.0
Updated At: 2024-04-05
Changes: Apr 5, 2024 Version 5.5.0 This version includes the following enhancements: -Interactive Balance Over Time Chart -Account Restriction Indicator -View grouping of accounts by Client
Wealthscape‪℠‬ version 5.4.2
Updated At: 2024-02-15
Changes: Feb 15, 2024 Version 5.4.2 This release contains the following: 1. User entitlement updates 2. Endorsement language clarification
Wealthscape‪℠‬ version 5.4.1
Updated At: 2024-02-01
Changes: Feb 1, 2024 Version 5.4.1 MInor enhancements and additional logging
Wealthscape‪℠‬ version 5.4.0
Updated At: 2024-01-18
Changes: Jan 18, 2024 Version 5.4.0 This version has a modern and more accessible user-interface, improved performance and enhanced log-in options.
Wealthscape‪℠‬ version 3.1.1
Updated At: 2022-04-19
Changes: Apr 19, 2022 Version 3.1.1 New icon
Wealthscape‪℠‬ version 2.2.0
Updated At: 2020-04-09
Changes: Apr 9, 2020 Version 2.2.0 - Bug fixes and other minor enhancements


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Disclaimer

Official App Store Link


We do not host Wealthscape‪℠‬ on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.

The App Store link for Wealthscape‪℠‬ is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.

If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.

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Updated At: 2024-04-19 19:15:55
Publisher: National Financial Services LLC
Operating System: IOS
License Type: Free