Wealthscape Investor℠ 5.5.0

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.

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