Osaic Equipt vs Wealthscape Investor℠ Usage & Stats

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.
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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 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 or user ID • 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. 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® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE,SIPC. 245 Summer Street, Boston, MA, 02210 ©2024 FMR LLC. All rights reserved. 996857.4.0
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  • Finance

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Osaic Equipt vs. Wealthscape Investor℠ ranking comparison

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Osaic Equipt VS.
Wealthscape Investor℠

January 12, 2025