secure safekeeping
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Access your accounts through Wealthscape.
Wealthscape Investor Portal
Fidelity’s* Wealthscape portal provides you access to your money and investment assets. (*National Financial Services, LLC (Fidelity) is where your monies and assets are held for safekeeping.)
Here you can:
- View investment accounts, holdings and activity
- Add or move money
- Deposit checks (mobile app only)
- Move money between your bank and brokerage accounts (not available in mobile app)
- Access your investment and account statements
- Access tax documents
- Enroll in eDelivery, modify delivery instructions and email addresses (not available in mobile app)
Note: Wealthscape provides real time activity updates. First party standing instructions are needed to move money.
Download mobile application for client access:
Need help logging in? Download the Wealthscape login guide or contact your advisor for assistance.
