Manage Your Brokerage Account with Wealthscape Investor
View and transact in your brokerage account - online or with the mobile app. Access positions and balances, check activity, manage important documents, get market data and research, and transfer, trade, and move money.
View and transact
A personalized homepage lets you see a summary of your activity with recent transactions, your asset allocation, and top holdings to see the big picture of how you're doing.
View Account Information
View account positions, balances, and activity and access account statements, confirms and tax documents*.
Sign up to get electronic storage of statements, trade confirmations, prospectuses, shareholder reports, and other eligible correspondence. You'll receive an email letting you know whenever a new document is available to view.
Market Data and Research
You'll have access to a broad range of information you can use to track your portfolio and gain insight into market events. Such information includes:
- Dynamic charts and analytics
- Powerful investment screeners
- Detailed investment profile reports
- Comprehensive company profiles and fundamentals
- Interactive world overview perspective with drilldown exchange data by country
- Economic overview with one-click access to a five day economic calendar
Mobile Check Deposit*
Make deposits 24/7 using the Wealthscape InvestorSM Mobile App. Simply enter your check amount, select an account and snap an image of your check using an iPhone, iPad or Android device to make deposits directly to your brokerage account. It's convenient, safe, and easy.
Need to download the mobile app to get started? Download it from the App Store or Google Play.
Cash Management Solutions*
Combine your brokerage account with a number of cash management features such as direct deposit, online bill pay, and basic checking and debit card services—giving you the flexibility to invest, save, and spend from one place.
Select and Premier Access solutions are available and give you the flexibility to choose the cash management features that match your unique savings and spending needs.
Premier Access includes a 1% cash back Premier Rewards Visa debit card.
Place trades for stocks, options, mutual funds and Exchange Traded Funds (ETF's). Access Order Status to view all open orders in your account.
Retrieve the latest market quote for a security.
Seamlessly move cash between your brokerage account and bank accounts.
Access Wealthscape Investor
Need to Register? It's easy and just takes a few minutes. Once you enroll, you can sign up for eDelivery and download the mobile app.