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WealthCentral Mobile

WealthCentral Mobile
  • #: 12429
  • Price: free ($0.00) In Apple Store
  • Category: Finance
  • Updated: 2015-10-07
  • Current Version: 1.3.5
  • 1.3.5
  • Size: 0.20 MB
  • Language: English
  • Seller: Fidelity Investments
  • Requirements: Compatible with iPhone, iPod touch, and iPad. Requires iOS 4.0 or later.
  • National Financial Services LLC and Fidelity Brokerage Services LLC, Members NYSE, SIPC. 570656.2.0 © 2010 FMR LLC. All rights reserved.
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Description

For Registered Investment Advisors (RIAs) with access to Fidelty WealthCentral®

Set yourself apart from your competitors, improve your responsiveness to your clients, and manage and potentially grow your practice more efficiently with many of the features you’ve come to rely on from the WealthCentral platform.

Fidelity WealthCentral® Mobile allows you to:

• Place domestic equity/ETF and mutual fund orders and view order status

• Access clients’ account profile, balances, and holdings

• Check account positions and transaction activity

• Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts

• Review important firm alerts on the way to a client visit

• Stay ahead of the markets with stock quotes and up-to-the minute news stories

• Customize preferences to fit the way you work

Stay tuned for future releases of WealthCentral Mobile that will feature additional capabilities designed to help you take advantage of WealthCentral while on the go.

The images below are for illustrative purposes only. Fidelity WealthCentral and WeatlhCentral are registered service marks of FMR LLC, National Financial Services LLC and Fidelity Brokerages Services LLC, Members NYSE, SIPC.

57656.40

What's New in Version 1.3.5

Enhanced mobile check capabilities with video to capture images automatically.
Updates for iOS 9 compatibility.

iPhone Screenshots

WealthCentral Mobile iPhone Screenshot 1
WealthCentral Mobile iPhone Screenshot 2
WealthCentral Mobile iPhone Screenshot 3
WealthCentral Mobile iPhone Screenshot 4

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Rated 5/5 based on 3 customer reviews.

 

5/5 stars

This is cutting-edge!!

:
Great app and design!!! Woo hoo!!! Go Fidelity!!

5/5 stars

Wow - just what we needed - information in the palm of your hand!

:
What a great advantage! Check positions, balances, etc. without firing up the laptop ... great time saver. Professional, smart, clean, and simple! Thanks Fidelity

5/5 stars

App is no joke!

:
This app is not a scaled down version of Wealth Central. Having just downloaded the Fidelity app I was not expecting much other than headlines. I am pleasantly surprised that this little app provides everything from balances and position history to client contact information. It is a modified version that works for the smaller screen of the iphone. If you are an advisor and use Wealth Central you will not be disappointed. Even the alerts section allows you to view your alerts instantly without having to login through encrypted email alerts. Very useful for on the fly information with clients. Just make sure your phone is password protected!

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The information may be outdated (2017-03-06 16:52:56). For actual information go to iTunes

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