WealthCentral Mobile for iPad
For Registered Investment Advisors (RIAs) with access to Fidelty WealthCentral®
WealthCentral® Mobile for the iPad® provides 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 allows you to:
• Place domestic equity/ETF and mutual fund orders and view order status
• View cross-account order statuses
• View statements, confirms, tax documents and correspondence
• Enter or modify orders directly within order details
• Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts
• 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 news stories
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.
View statements, confirms, tax documents and correspondence.
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- Last changed:
- Dec 21, 2013
- Fidelity Investments
- Average Rating:
- 4.00 (22)
- 0.5 MB