Wealthscape Investor℠ 5.5.0

National Financial Services LLC – Freeware – iOS
out of 9761 votes

Wealthscape Investor℠: Simplifying Your Investment Experience

Minh Ong

04/15/2025

Wealthscape Investor℠ offers a user-friendly platform for managing investments and tracking portfolio performance, making it a great choice for both novice and experienced investors.

Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.

Advanced Security

Employs Fidelity's expertise and policies in cybersecurity
Supports biometric login (face and fingerprint scan)
Supports two-factor authentication

Easy Access to Account Information

View accounts within a portfolio
View positions and balances within each account
View account activity (history, order status, etc.)
View account statements
View tax forms
View quote information

Self-Service Capabilities

Make a mobile check deposit
Submit an equity or ETF order
Change an expired password
Reset a forgotten password
Lookup a forgotten username or user ID
Show/hide password on Sign In

About Wealthscape Investor Mobile

The Wealthscape Investor Mobile App is a brokerage account management tool available for customers of participating financial institutions. To use the app, you must have an active Wealthscape Investor or Online Brokerage account with your participating financial institution. For more information on enrolling, please contact your broker or advisor.

Please note that the screenshots provided are for illustrative purposes only.

The third parties mentioned in this document are independent companies and are not affiliated with Fidelity Investments. Their inclusion does not imply a recommendation or endorsement from Fidelity Investments.

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

245 Summer Street, Boston, MA, 02210

996856.4.0

Overview

Wealthscape Investor℠ is a Freeware software in the category Business developed by National Financial Services LLC.

The latest version of Wealthscape Investor℠ is 5.5.0, released on 07/03/2024. It was initially added to our database on 09/24/2023.

Wealthscape Investor℠ runs on the following operating systems: iOS.

Users of Wealthscape Investor℠ gave it a rating of 5 out of 5 stars.

Pros

User-friendly interface designed for both new and experienced investors.
Comprehensive investment tracking tools, allowing users to monitor a variety of asset classes.
Integration with various financial institutions for streamlined data access.
Robust reporting and analysis features to provide insights on investment performance.
Market news and research tools that keep investors informed about trends and opportunities.

Cons

Limited customization options for advanced users looking for specific functionalities.
Some users may find the fees associated with transactions and management high compared to competitors.
The mobile app may not have all the functionalities of the desktop version, which could limit usability on-the-go.
Customer support may have varied experiences, with some users reporting slow response times.
Learning curve for completely new investors, as some financial jargon may not be clearly defined.

FAQ

What is Wealthscape Investor℠?

Wealthscape Investor℠ is a digital investment platform offered by National Financial Services LLC that provides users with tools to manage their investment accounts, analyze portfolios, and access market research.

Who can use Wealthscape Investor℠?

Wealthscape Investor℠ is designed for individual investors who have investment accounts that are serviced by National Financial Services LLC.

What features does Wealthscape Investor℠ offer?

Wealthscape Investor℠ offers features such as portfolio analysis, market insights, customizable dashboards, transactional capabilities, and account management tools.

Is Wealthscape Investor℠ secure?

Yes, Wealthscape Investor℠ employs robust security measures including encryption and multi-factor authentication to protect user information and transactions.

Can I access Wealthscape Investor℠ on my mobile device?

Yes, Wealthscape Investor℠ is accessible via mobile devices through its compatible web platform, enabling you to manage your investments on the go.

How do I sign up for Wealthscape Investor℠?

To sign up for Wealthscape Investor℠, you must have an eligible investment account with a financial institution that uses National Financial Services LLC. You can register through your broker’s website or contact them for details.

What types of accounts can I manage with Wealthscape Investor℠?

Wealthscape Investor℠ allows users to manage a variety of account types including retirement accounts, brokerage accounts, and managed portfolios.

Does Wealthscape Investor℠ charge any fees?

Wealthscape Investor℠ does not charge fees directly; however, your brokerage firm may have account maintenance or transaction fees that apply.

Can I integrate external accounts with Wealthscape Investor℠?

Wealthscape Investor℠ primarily focuses on accounts managed by National Financial Services LLC, but it may offer certain features for tracking external accounts depending on the broker’s capabilities.

Where can I find help or support for Wealthscape Investor℠?

Users can find help or support for Wealthscape Investor℠ by visiting the support section on their broker's website or by contacting customer service through phone or email.

Minh Ong

I'm Minh, a software engineer and author with a passion for exploring and writing about the latest in software and technology. With my experience in software development and a specialization in software updates and content creation, I bring a deep understanding of the tech landscape to my reviews and articles. My focus is on providing you with comprehensive insights into general software topics and the latest industry news.

Latest Reviews by Minh Ong

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Latest Version
5.5.0

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