Wealthscape Investor℠

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. 

Your browser doesn’t support video.

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 Transaction

View and transact

Easy to Use