NetX360® Mobile 对比 Wealthscape℠ 的使用情况和统计数据
In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business.
You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can:
•Remain productive out of the office by accessing your clients’ account profile, balances, holdings and activity
•View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households
•Find your clients’ contact information, view their address and reach out to them
•Stay on top of market shifts by absorbing real-time information and access to your “watch lists”
•Be notified of time-sensitive needs via alerts and notifications
•Trade equities, ETFs and mutual funds
•Surface opportunities by viewing unrealized gains and losses and available funds for investing
•Review top balances by market value, net worth and funds due across your book of business
•Access your commission summary
From your iPad, you can also access:
•Access account statements, quarterly performance reports and other documents
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile.
FOR AUTHORIZED USERS ONLY
This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.
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For Brokers and Advisors with access to Wealthscape℠ from Fidelity Investments®, Member NYSE, SIPC.
The Wealthscape℠ mobile app is available for the iPhone® and iPad®. 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.
For investment professional use only. Not for distribution to the public as sales material in any form.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and 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.
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.
©2024 FMR LLC. All rights reserved.
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NetX360® Mobile VS. 
Wealthscape℠十二月 17, 2024