Now Available: Wealthscape Investor Overview for Clients
Help your clients get the most out of their brokerage accounts with this new resource!
A new resource designed to help new and existing clients personalize and make the most of their Wealthscape Investor account is now available. Offering quick tips, functionality overview, eDelivery info and helpful links, this flyer is available under catalog# 106590 as well as within the Docupace forms library if you wish to add it to a kit of new account documents. Click here to view it!
From Fidelity Institutional:
WealthscapeSM and Wealthscape InvestorSM Quote Enhancements
Enhanced Auto-Suggest in Quote Search
Auto-Suggest will be enhanced to create a more consistent search behavior across Wealthscape℠ and Wealthscape Investor℠. No action is needed.
Search will be enhanced to:
- Automatically begin searching for suggestions once a user types at least two valid characters
- Automatically fills in and submits search when a user selects an Auto-Suggested value using either a mouse click or by navigating with the arrow keys and pressing enter.
- Closes Auto-Suggest menu if user submits a search without selecting an auto-suggested value
Logo displayed for asset next to symbol on Quote window
When available the logo for the company or security will be displayed to the left of the symbol on the quote screen. In the event there is no logo available a round icon will be displayed with an abbreviation displayed representing the security. No action is needed.
Auto-suggest functionality shown below
Screenshots are for illustrative purposes only.
Below are two examples of Symbols with an available logo to display (Ford and Apple)
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 this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client’s investment decisions. 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 them, and 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 services.
Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.
Fidelity Institutional® (FI) provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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