Wealthscape Investor℠6.0.4 - App Store

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(R). Listing them does not suggest a recommendation or endorsement by Fidelity Investments(R).
Fidelity Investments(R) provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
(c) 2025 FMR LLC. All rights reserved.

996856.6.0

Version History Minor bug fixes 6.0.4 Aug 31 Minor enhancements and bug fixes 6.0.2 Aug 17 Updates made to Authentication, Username Lookup and Forgot Password flows 6.0.1 Jun 26 Improved authentication
Minor enhancements and bug fixes 6.0 Jun 2 RCD Issue addressed 5.11 Jan 15 Minor enhancements 5.10.1 12/01/2025 This release includes Annuity updates 5.9.0 08/26/2025 This version includes a simple view of account positions 5.8.0 04/28/2025 This release includes the following enhancements:
-View account beneficiary data
-Enroll in e-Delivery of documents 5.7.0 01/31/2025 Minor enhancements 5.6.1 12/05/2024 Enhancements and bug fixes 5.6.0 09/10/2024 This version includes the following enhancements:
-interactive balance over time graph at the portfolio and account level
-new account level Snapshot landing screen 5.5.0 04/05/2024 Minor updates and logging improvements. 5.4.3 01/30/2024 This version includes a new Tax form tile to inform customers when their tax forms will be available. 5.4.2 01/18/2024 This release includes a minor check deposit fix 5.4.1 10/30/2023 This release includes:
-2 factor authentication improvements
-Positions grid performance updates
-Mobile check deposit enhancement to support deposits to single and multiple accounts

-Minor trading update 5.4.0 10/23/2023 Bug Fixes 5.2.1 06/06/2023 This release includes:
- Privacy Policy Updates
- Today's Market Feature
- Portfolio Graphics enhancements 5.2 12/13/2022 Fix for remote check deposit agreement bugs that prevented displaying the agreement for acceptance. 5.1.1 10/13/2022 View Tax Forms 5.1.0 10/11/2022 Our latest version includes:

• Enhanced Navigation
• The ability to lookup a Quote 5.0.0 08/23/2022 Enhanced Analytics 4.11.1 07/06/2022 Our latest version includes:
• The ability to view Account Statements 4.11.141 06/20/2022 Support for older iOS versions 4.10.1 04/30/2022 • Reset a forgotten password

• Lookup a forgotten username or user ID 4.10 04/19/2022