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.
Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts
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- Last changed:
- Sep 21, 2013
- Fidelity Investments
- Average Rating:
- 3.50 (15)
- 0.6 MB