Wealthscape℠ vs AMC Vantage Usage & Stats

For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC The Wealthscape℠ mobile app is available for Android® devices. With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice more efficiently with many of the features you’ve come to rely on from the Wealthscape℠ platform. Best of all, it’s portable, it’s secure, and it’s easy. The Wealthscape℠ app offers: Advanced Security -Employs Fidelity’s cyber security experience and policies -Supports biometric login (face and fingerprint scan) -Supports two-factor authentication Easy access to account information and features -Make a mobile check deposit into one or more eligible accounts -View positions and balances within each account -View activity, including pending transactions, history and order status -Access client contact information (phone, email and address) -View market information and news Privacy Policy -View the privacy policy here: https://clearingcustody.fidelity.com/fi-privacy-policy 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. 1109354.2.0
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You Matter. How You Get Your Mortgage Matters At Alameda Mortgage, we believe in personalized lending. We use state of the art technology to make sure that you are advised, included, and supported through every step of the loan process. By understanding your full financial picture, we can offer you the right loan products for your life path. This is our promise to you: No strings attached. Just one ethical and caring transaction from our family to yours. AMC Vantage App Advantages Whether this is your first time purchasing a home, or you’re looking to refinance your current one, our AMC Vantage app puts a simplified, transparent vantage point of the lending process in your hands from beginning to end. Use AMC Vantage to: • Determine if homeownership is a viable option for you based on your monthly income and expenses • Compare different lending scenarios to find a loan product that fits your lifestyle. Speak with your AMC Loan Officer today for a customized solution tailored to your specific financial situation, needs, and goals • Calculate how much it could potentially save you to refinance your mortgage • Expedite your loan approval process by scanning/uploading required documents straight from your phone • Easily access contact information for your AMC Loan Officer and real estate agent and share with friends/family • Gain insight on industry news that may impact your loan, i.e. changes in mortgage interest rates Disclaimer It is important to find the right home loan to match your lifestyle. Use our calculator to estimate your mortgage payment in advance with the understanding that results displayed are only estimates and are not actual loan costs. This is not a commitment to lend. Speak with your AMC Loan Officer today for a customized solution tailored to your specific financial situation, needs, and goals. Your AMC Loan Officer can also assist you with any questions you have about your loan and the loan approval process.
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Wealthscape℠ vs. AMC Vantage ranking comparison

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Wealthscape℠ VS.
AMC Vantage

March 24, 2025