ESI Introduces Portfolio Quick Check Tool through Wealthscape – Equity Services, Inc

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a clearer picture of what your clients own and where new opportunities may lie. Available at no additional cost, Fidelity Portfolio Quick Check allows for portfolio analysis of held or outside accounts. The data in the analysis can help to:

Think holistically across the client’s portfolio
Consider the role different asset classes will play going forward
Discuss the suitable balance of risk and opportunity

Please click on any of the links below for more information.

Sample Output
User Guide – please note that you do not need to request access to Portfolio Quick Check. Your access has already been granted and turned on.

Support Services

Please Note: You must include your securities disclosure by attaching an approved business card or other approved material when providing output to a customer. No other personalization (agency name, contact information) of the output is allowed.

TC123149(0921)1

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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.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

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