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.

Need help logging in? Download the Wealthscape login guide or contact your advisor for assistance.