Videos & Guided Tour


See how Wealthscape Investor enables users to answer the simple question, "how am I doing?" through improved portfolio visibility, personalized content, configurable design and streamlined navigation.


See how Wealthscape InvestorSM Mobile allows you to view all your accounts in one place while trading and transacting securely and efficiently.


How to access tax documents in Wealthscape InvestorSM

Important Tax and and Regulatory Resources

Your resource to find tax, regulatory and supplemental account information from National Financial Services LLC (NFS).