A new, redesigned WealthscapeSM mobile app will be available in app stores in early Q4*. The new app will replace the existing app and is built upon the foundation of the recently updated, highly rated Wealthscape InvestorSM app. WealthscapeSM mobile professionals will have secure, convenient access to view important account information in an improved modern app experience. Key updates include enhancements to navigation, login, home screen and check deposit. Additional functionality and enhancements will be delivered in future releases including trading, documents, and more. These features can be accessed via the browser until that time.
New Home Screen
- View Book of Business highlights, check out major market indices in Today’s Market, and access news articles from Top Headlines
Enhanced Navigation and Accessible Screen Designs
- The bottom navigation bar provides quick access to the most used features such as Deposit Check and Accounts
- Screen designs, colors and fonts have been updated to provide a modern mobile experience
View Account Level Information
- The Summary screen provides important account level information such a total account value, asset allocation graphic, and contact information supporting tap to call, email or get directions using native features
- Positions
- Data flags have replaced some superscripts to allow users to identify key information more easily
- Logos are being added to the position details screen providing users a way to quickly recognize securities
- Balances
- View Total Account Value, Securities Market Value, Available to Trade (Cash), Available to Withdraw (Cash). Additional balances will display when applicable.
- Activity
- View Order Status and details for open orders. Once orders are processed and settled they can be viewed in the History section
- Pending transactions allows users to view pending check deposits at the account level
- View historical transactions for the last 30 days (default) or select from a list of pre-defined date ranges for the past 5 years in the History section
Improved Mobile Check Deposit
- Entitled users will be able to deposit a check on behalf of their clients into multiple accounts as well as completing a single account deposit
- Ability to make edits and view check images directly from the verification screen
- Tap View all pending deposits from the Deposit Check feature to see pending deposits across all accounts for which they have submitted
Multi-factor authentication and Biometric log in
- Login securely using one-time pin via sms text or call
- Enroll in Biometric log in (device must support Biometric face or touch ID)
* Additional details and effective date will be provided in a future communication.
Samples of the new WealthscapeSM mobile app experience are featured below.
For investment professional use only. Not authorized for distribution to the public as sales material in any form.
Enhancements and deployment dates are subject to change. Screenshots are for illustrative purposes only.
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. You should conduct your own due diligence and analysis based on your specific needs.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
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