Lets you easily and securely manage your brokerage account.
You can view account information, transact, access key documents and get personalized content. The Portfolio Snapshot lets you see how you are doing, and provides visibility into your top holdings and asset allocation.
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Manage Your Brokerage Account with Wealthscape Investor
View and transact in your brokerage account from anywhere - either online or with the mobile app. Access positions and balances, view activity, manage important documents, access market data and research, trade, deposit checks and move money*.
View and transact
Go Paperless with eDelivery.
Get electronic storage of statements, trade confirmations, prospectuses, shareholder reports, tax forms and other correspondence. You’ll receive an email letting you know whenever a new document is available to view.
Enrolling is easy. Log in to Wealthscape Investor.
Need Help? Use the Virtual Assistant.
The Wealthscape Investor Virtual Assistant (VA) makes it easy to get answers to common “How do I?” and “What is?” questions.
Get the Wealthscape InvestorSM Mobile App
Manage your brokerage account from anywhere with Wealthscape Investor℠ Mobile. Access all your accounts, trade and transact securely, deposit checks and more.
* Some functionality may not be available to all customers. Experience may differ between browser and mobile app.