WealthCentral Mobile
For Registered Investment Advisors (RIAs) with access to Fidelty WealthCentral®
Set yourself apart from your competitors, improve your responsiveness to your clients, and manage and potentially grow your practice more efficiently with many of the features you’ve come to rely on from the WealthCentral platform.
Fidelity WealthCentral® Mobile allows you to:• Place domestic equity/ETF and mutual fund orders and view order status• Access clients’ account profile, balances, and holdings• Check account positions and transaction activity• Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts• Review important firm alerts on the way to a client visit• Stay ahead of the markets with stock quotes and up-to-the minute news stories• Customize preferences to fit the way you work
Stay tuned for future releases of WealthCentral Mobile that will feature additional capabilities designed to help you take advantage of WealthCentral while on the go.
The images below are for illustrative purposes only. Fidelity WealthCentral and WeatlhCentral are registered service marks of FMR LLC, National Financial Services LLC and Fidelity Brokerages Services LLC, Members NYSE, SIPC.
570656.6.0
Set yourself apart from your competitors, improve your responsiveness to your clients, and manage and potentially grow your practice more efficiently with many of the features you’ve come to rely on from the WealthCentral platform.
Fidelity WealthCentral® Mobile allows you to:• Place domestic equity/ETF and mutual fund orders and view order status• Access clients’ account profile, balances, and holdings• Check account positions and transaction activity• Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts• Review important firm alerts on the way to a client visit• Stay ahead of the markets with stock quotes and up-to-the minute news stories• Customize preferences to fit the way you work
Stay tuned for future releases of WealthCentral Mobile that will feature additional capabilities designed to help you take advantage of WealthCentral while on the go.
The images below are for illustrative purposes only. Fidelity WealthCentral and WeatlhCentral are registered service marks of FMR LLC, National Financial Services LLC and Fidelity Brokerages Services LLC, Members NYSE, SIPC.
570656.6.0
Category : Finance
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Reviews (6)
B. G.
Mar 28, 2014
Won't allow a 11 digit user ID #, HTC One..
A. G. u.
Jul 23, 2012
FYI - although the Verisign credential changes every 30 seconds, each set of digits is good for 5 minutes on Wealth Central and the mobile app. So, you can open the VIP Access app, copy/paste the numbers, then open the WC mobile app and paste them when prompted. There is no need to rush.
A. G. u.
Sep 1, 2011
Don't bother if your verisign credential is registered to your phone or pc, as there is no way to login quickly enough.
A. G. u.
Mar 23, 2011
Great application
Jos. H.
Mar 1, 2015
It's
I couldn't find the menu originally and that limited the usefulness of the app. Now I know to press and hold the left button to get the menu to pop up.