Wealthscape℠
Wealthscape℠ Summary
Wealthscape℠ is a mobile iOS app in Finance by National Financial Services LLC. Released in Feb 2017 (9 years ago). It has 2.4K ratings with a 4.84★ (excellent) average. Based on AppGoblin estimates, it reaches roughly 7.8K monthly active users . Store metadata: updated Jan 15, 2026.
Recent activity: 6.00 new ratings this week View trends →
Store info: Last updated on App Store on Jan 15, 2026 .
4.84★
Ratings: 2.4K
Screenshots
App Description
For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC.
The Wealthscape℠ mobile app is available for the iPhone® and iPad®. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape platform. Best of all, it’s portable, it’s secure, and it’s easy.
The Wealthscape℠ app offers:
Advanced Security
-Employs Fidelity’s cyber security experience and policies
-Supports biometric login (face and fingerprint scan)
-Supports two-factor authentication
Easy access to account information and features
-Make a mobile check deposit into one or more eligible accounts
-View positions and balances within each account
-View account level balance over time
-View account level asset allocation graphic
-View account restriction indicator
-View activity, including pending transactions, history and order status
-Access client contact information (phone, email and address)
-View client summary, positions, and history information
-View market information and news
Privacy Policy
-View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy
Screenshots are for illustrative purposes only.
Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment servic