WealthCentral Mobile for iPad
For Registered Investment Advisors (RIAs) with access to Fidelity WealthCentral®.
WealthCentral® Mobile is now available on the iPad®, providing all the functionality of the original WealthCentral Mobile app plus more flexible navigation and access to greater detail on the iPad’s larger screen.
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 for iPad allows you to:
• Place domestic equity, ETF, and mutual fund orders
• View cross-account order statuses
• Enter or modify orders directly within order details
• Access clients’ account profile, balances, and holdings
• Check account positions and transaction activity
• View, search, and filter key alerts on the way to a client visit
• Stay ahead of the markets with stock quotes and up-to-the-minute third-party news stories
• Customize preferences to fit the way you work
Stay tuned for future releases of WealthCentral Mobile for iPad that will feature additional capabilities designed to help you take advantage of WealthCentral while on the go.
The images below are for illustrative purposed only. Fidelity WealthCentral and WealthCentral are registered service marks of FMR LLC. National Financial Services LLC and Fidelity Brokerage Services LLC, Members NYSE, SIPC. 601658.1.0
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- Last changed:
- Dec 19, 2011
- Fidelity Investments
- Average Rating:
- 4.00 (20)
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