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Access your accounts through Wealthscape and Envestnet.
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.
Wealth Plan – Client Portal
The Wealth Plan Client Portal is where you can actively track your financial plan and combine all of your external accounts as well.
Here you can:
- Monitor your Wealth Plan
- Track your progress towards your goals
- Ask questions of your plan: what if I buy this boat or second home?
Need help logging in? Contact your advisor for assistance.
