secure safekeeping
Secure online access 24/7
Review. Transact. Explore.
Access your accounts through Wealthscape.
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
- 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.
For more online access guides and FAQs, please visit our Client Resources.
Download mobile application for client access:
Need help logging in? Download the Wealthscape login guide or contact your advisor for assistance.