For Brokers and Advisors with access to Wealthscape from Fidelity Clearing & Custody Solutions, Member NYSE, SIPC
Wealthscape mobile apps are available for the iPhone and iPad. 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 youve come to rely on from the Wealthscape platform. And best of all, its portable, its secure, and its 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 clients order status, positions, and transaction activity
-Ability to view multiple sources of data simultaneously with the ability to swipe quickly from view to view
Available on iPad:
-Integrated equity and mutual fund order entry in a secure mobile environment
-View statements, confirms, tax documents and correspondence
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Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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