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Wealthscape Investor℠ im Vergleich zu Osaic Equipt Nutzung und Statistiken

Use Wealthscape Investor to access your managed brokerage accounts from anywhere. With an enhanced user experience, you’ll be able to navigate the app more efficiently and access the information you need, when you need it. Advanced security • Employs Fidelity’s cyber security experience and policies • Supports biometric login (face and fingerprint scan) • Supports two-factor authentication Easy access to answers and account information • View accounts within a portfolio • View positions and balances within each account • View activity within each account (history, order status, etc.) • View Account Statements • View Tax Forms • View Quote information • View balance over time at the account and portfolio level • View top holdings and asset allocation graphics Self-service capabilities • Make a mobile check deposit • Submit an equity or ETF order • Change an expired password • Reset a forgotten password • Lookup a forgotten username • Show/hide password on Sign In About Wealthscape Investor Mobile • The Wealthscape Investor Mobile App is a brokerage account management tool available for use by customers of participating financial institutions. • To use the Wealthscape Investor Mobile App, you must have an active Wealthscape Investor or Online Brokerage account with your participating financial institution. • For more information about enrolling in Wealthscape Investor or Online Brokerage, please contact your broker or advisor. Screenshots are for illustrative purposes only. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. 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 the products or services and may 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. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable. WealthscapeSM is an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS'). Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The 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 Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. © 2025 FMR LLC. All rights reserved. 996856.6.0
  • Apple App Store
  • Kostenlos
  • Finanzen

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Stay Connected - eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone. Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Market information and quotes • Statements and Documents Please note: • Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.
  • Apple App Store
  • Kostenlos
  • Finanzen

Rang speichern

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Wealthscape Investor℠vs. Osaic Equipt Ranking-Vergleich

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Wealthscape Investor℠ VS.
Osaic Equipt

Januar 17, 2026