Overview

Features & Capabilities

Wealthscape℠ is Fidelity Investments' mobile brokerage portal for brokers and advisors. The iPhone and iPad app delivers secure, portable access to critical brokerage information and client data, helping you respond to clients faster and manage your practice more efficiently while aligning with Fidelity's security standards.

Features include advanced security with biometric login and two-factor authentication, quick access to accounts (balances, positions, activity, deposits), market data and news, and client management tools. Fidelity’s privacy policy is accessible within the app. Screenshots are illustrative; information is educational and not investment advice.

User Growth & Download Statistics

By:
National Financial Services LLC
Rating:
4.80
(2,772)
4.80
Version:
6.0.1 Last updated: 2026-06-25
Version code:
887161289
Creation date:
2017-02-01
Compatible devices:
Size:
207.89MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-07-20
Compare stats and ranking:

Other platforms

Android
Wealthscape℠ (v6.0.1.731)
25,496 4.58 (335)

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
National Financial Services LLC
Apple Apps Store
https://apps.apple.com/us/app/wealthscape/id1164184928

User Reviews

User reviews show that Wealthscape on iOS has seen meaningful UI and performance improvements after recent updates, with positive notes about a cleaner login experience and easy check deposits. However, persistent reliability problems undermine its value: the app frequently freezes or crashes during check deposits (especially multi-account deposits), and many users report stability issues after iOS updates or on certain devices, sometimes to the point of not opening. There are also gaps relative to the full online platform (limited trading/reporting features) and recurring authentication problems. Overall, improvements exist but stability and feature gaps hinder consistent use.
Pros
  • Recent updates improved performance and UI, making the app smoother and easier to use.
  • Login process is functional with a clean UI.
  • Check deposits are easy and convenient when the feature works.
  • The app serves as a handy mobile tool for monitoring investments.
Cons
  • Deposit crashes/freezes during check deposits, especially multi-account deposits, causing unresponsiveness.
  • Stability issues after iOS updates or with newer iPhones; app may not function or won't open.
  • Gaps relative to full online service (limited trading capabilities and reporting).
  • Recurring authentication/login problems (password resets, credential mismatches) and blank screens.
Recent reviews
Awful app. Can’t really do or see anything. App is supposed to create functionality on the phone and it basically does nothing.
by Da*****, 2026-07-07

This system is so outdated. To do equity trades it’s still buy the shares not by the price. So for client calls and says I want $10,000 of XYZ stock. You literally have to use a calculator and just hope you time it right with market fluctuation to place the trade. Also, it still works on individual accounts instead of households so if I wanna look at a client and their spouses accounts I have to back-and-forth. There’s no way to update fee based accounts without bouncing back-and-forth between wallscape and Envestnet. It’s really not good if you’re trying to do financial planning or any type of serious wealth management.
by Re*****, 2026-06-15
View all user reviews ›

Best Wealthscape℠ Alternatives

Here are some Apple apps that are similar to Wealthscape℠: