Wealthscape Investor Portal

Fidelity’s* Wealthscape portal provides you access to your money and investment assets. (*National Financial Services, LLC (Fidelity) is where your monies and assets are held for safekeeping.)

Here you can:

• View investment accounts, holdings and activity
• Add or move money
• Deposit checks (mobile app only)
• Move money between your bank and brokerage accounts (not available in mobile app)
• Access your investment and account statements
• Access tax documents
• Enroll in eDelivery, modify delivery instructions and email addresses (not available in mobile app)

Note: Wealthscape provides real time activity updates. First party standing instructions are needed to move money.

For more online access guides and FAQs, please visit our Client Resources.

Download mobile application for client access:

Envestnet’s Investor and Advisor Portal

Contact Catherine Taylor at (804) 800-6155 to get registered.

The Envestnet portal is your advised account portal. Envestnet provides an aggregate overview of all of your advised assets and provides you with a big-picture view of your financial life.

Here you can:

• Aggregate all external accounts
• Access a comprehensive view of all advised accounts and performance
• Securely review and share documents with your advisor (coming soon)
• Access planning tools and documents (coming soon)

Note: Envestnet Client Portal provides activity and position data as-of the previous night’s close.