Screenshots

Description

Manage your online brokerage account from virtually anywhere. This free Wealthscape Investor℠ Mobile App for iPhone® and iPad® lets you view your positions and monitor your portfolio right from the palm of your hand.

Wealthscape Investor℠ Mobile allows you to:

- Get access virtually anytime
- Check your account balances, positions and history
- View market information
- Create watch lists and price trigger alerts

About Wealthscape Investor Mobile:

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

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
©2016 FMR LLC. All rights reserved.
[807350.1.0 ]

Ratings and Reviews

1.7 out of 5

39 Ratings

39 Ratings

Disappointed in lack of basics

badgerguy81

App at initial glance has many features. However, once you start using it, you realize how little those features do to show you more about your personal investment choices. To view balances of individual holdings, you have to drill down through each fund/stock. Why is this not on the table showing you qty & share price? Market snapshot also should show you performance of your portfolio or at least of the tickers in your portfolio as an option. Disappointed in app overall.

Frustrating to use

susanak49

Gives your overall account balance, but when viewing your individual holdings, it only gives you the number of shares and recent price per share. You then need to open a separate page to see your total investment in the equity or holding, and you must do this drill for every holding. If you have 20-30 positions this is very frustrating. This info should all be on one page as it is with Charles Schwab and other mobile apps. Very rudimentary. This app needs a major upgrade.

Access to my accounts

Megan Marie Breen

Gives me what I need, access to my investment accounts from my iPhone. Finger print login would make it better.

Information

Seller
National Financial Services LLC
*WEA.AppPages.Size*
7.3 MB
Category
Finance
Compatibility
Requires iOS 8.2 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
National Financial Services LLC, Member NYSE, SIPC. © 2015 FMR LLC.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

More By This Developer

You May Also Like