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Wealthscape℠

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Clearing & Custody Solutions℠, Member NYSE, SIPC

Wealthscape℠ mobile apps now available for the Android®. 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
-Integrated equity and mutual fund order entry in a secure mobile environment
-Ability to view multiple sources of data simultaneously with the ability to swipe quickly from view to view

Privacy Policy
View the privacy policy for Broker-Dealers here:
https://www.wealthscape.com/wscontent/common/logininfo/privacy_BD.html
View the privacy policy for Registered Investment Advisors here:
https://www.wealthscape.com/wscontent/common/logininfo/privacy_RIA.html

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

©2017 FMR LLC. All rights reserved.

Category : Finance

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Reviews (30)

Mat. F. May 27, 2022     

Have you ever thought, man I hope I get to sit on hold with technology helpdesk and try to figure out how to gain access to an app that isn't functional but a necessary evil to your business....then you will understand the issues with this app. Login is always a problem. Can't do anything but view a few items and to enter client checks is annoyingly laughable. 3 years later update: I apologize to anyone that might have thought my above comments were a joke. I assure you, this app is horrid!

A. G. u. Jan 7, 2020     

I am required to use this app for certain situations at work but there is no way I would ever use it willingly. It is so buggy and crashes all the time. It's extremely annoying when you have to input multiple entries for one check. It sometimes crashes in the middle and I have to go back and start over again.

got. Jul 31, 2020     

Apple version works ok. Droid version on my Galaxy note doesn't launch -login screen just blinks repeatedly. Unfortunately the Note is my "work" phone, so I have to abandon the app altogether. Which is sad because their retail direct app is actually quite good.

Nic. C. May 3, 2022     

I POSTED THIS REVIEW IN JUNE OF 2021. STILL HAS NOT BEEN RESOLVED! FIX IT FIDELITY!

Sar. C. Nov 26, 2021     

Poor, buggy, unreliable. Ridiculous when you consider how important it is to deposit funds for a client and it takes a half hour to connect/allow access.

Bob. B. Dec 4, 2021     

Will not recognize user name and/or legitimate password that incidentally work just fine on my laptop. This has been an agonizing repetition for the last 3 years.

A. G. u. Sep 19, 2018     

If you like being locked out because it doesn't recognize your account, and being late on important payments, this is the app for you.

Ste. J. Dec 8, 2021     

It used to work up until a few months ago. Now I can't login. It keeps erasing a letter off username

A. G. u. Mar 20, 2019     

won't let me login. confirmed I'm using right credentials. still says wrong user id and password.

eil. k. Mar 1, 2022     

This app is SOO buggy and tech support from broker dealer has no idea how to fix inability to login and deposit checks. Best advice, try another device. Am I supposed to have a spare IPhone laying around for a buggy app? 🤬

Al. G. Oct 29, 2021     

i have for a long time found this app to NOT be of much use, and now it does NOT let me login even though i can do so on my laptop... NOT RECOMMENDED

T. Oct 21, 2021     

I have to agree with all the other reviews. This app is useless. It worked for two weeks and now I can't log on at all

A. G. u. Oct 18, 2019     

Seems to work just fine for me, not sure what everyone else's problems are.

A. G. u. Jul 30, 2019     

I entered the correct credentials several times.... but i still can't get in. help me wamba

Way. D. Nov 25, 2020     

Won't allow me to log in. It automatically changes (shortens) the username.

A. G. u. Oct 26, 2018     

I can't long on. Makes me angry. Very frustrating

A. G. u. Nov 22, 2019     

Decent sometimes hit or miss functionality

Ric. G. Jul 1, 2021     

Crashes almost every other time I use mobile deposit.

Ada. B. Jul 20, 2020     

Pixel 2 or 4 won't work with mobile upload. No solution

Kar. Jun 21, 2021     

Never works, can't even log in

Den. S. Jun 4, 2021     

Have to reinstall with every use. Hate it

Geo. M. Jun 7, 2021     

Broken more often than working

jim. m. Dec 7, 2020     

Won't allow my total user name

A. G. u. Apr 20, 2020     

I can't get past the login..

Raj. H. Dec 22, 2020     

This is the worst investor app ever...

A. G. u. Mar 12, 2018     

Worthless for tracking any kind of portfolio with NFS\Fidelity. Not exactly sure why this exists, need to go to a full browser website to do anything.

A. G. u. May 21, 2018     

This app is useless. I would like to give it zero stars. Since it truncates my login i can't tell if anything else is of value. Other reviews suggest not.

A. G. u. Mar 27, 2018     

App doesn't allow me to login using my username. It asks for that stupid user ID and then I enter the user ID it doesn't recognize the password. No issues when I login in the web...which means this app is broken!!!

A. G. u. May 31, 2018     

Cant even log in... Awful

A. G. u. Aug 30, 2017     

Not bad. Needs some work. For example it asks for a verification code, but erases your username and password when you change apps to go get it. Could definitely be more user friendly.