Wealthscape Investor App Enhancements Coming in June! – Equity Services, Inc

Fidelity is pleased to introduce the following enhancements to the Wealthscape Investor mobile app that will be available on June 21, 2022:

Account Statements

• Investors will have access to view their Account Statements through a new Documents feature that will be available in the app.

• Statements is the first type of document to be made available in the app; additional documents such as Tax Forms, Correspondence and Confirmations will be delivered in future releases and communicated accordingly at that time.

Account List Display

• To provide a consistent account viewing experience for investors, we have enhanced the mobile app to include account display preferences set by investors on WealthscapeInvestorSM.com. This enhancement to Account List will include the display of customized account groups and customized account names as well as hide accounts with

zero balances.

• The ability to create or modify account display preferences is only available in WealthscapeInvestor.com; this preference is not managed in the mobile app.

Click Here to View Full Notice AND App Screenshots

*Having trouble viewing the link? Log into the agent portal first and then try the link again!*

TC126873(0522)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.

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