Changes to the Wealthscape Investor Platform – Equity Services, Inc

Changes to the Wealthscape Investor platform

On March 19, 2021, Fidelity Investments (Fidelity) will introduce changes to the Wealthscape Investor platform. This refreshed design offers a simplified user experience, quick access to information, and improved portfolio visibility. Color and fonts will be updated to a more modern look and feel. Key updates include enhancements to navigation, addition of a sidebar, revised Accounts Panel, and expanded Portfolio Snapshot.

The link below contains a number of communication tools related to the Wealthscape Investor user experience. A demo video has been created to outline the changes taking effect on March 19th. Additionally, the library also contains a guided tour of the eDelivery experience. The hyperlink to the eDelivery guided tour has been added to the ESI Public Website (equity-services.com) under Quick Links. Please feel free to share this information with clients who wish to enroll in eDelivery.

Click Here for Info Sheet on Wealthscape Investor Accounts Panel, Sidebar, and Menus

Click Here to View Wealthscape Investor Communication Tools

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

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