Client Access

Wealthscape Investor New User Registration

The Wealthscape Investor℠ new user registration function allows you to register for access to Wealthscape Investor on your own. After registering, you will be able to access your brokerage account online and have the option to go paperless by signing up for e-notifications. In order to register for Wealthscape Investor, you must have an active brokerage account with Fidelity Clearing and Custody Solutions ℠ (FCCS) and have a Social Security number (SSN).

After registering, you will have access to all accounts on which you are listed as a holder. If you open new accounts, they will automatically be linked to your investor ID. All account holders on joint or trust accounts will have the ability to register for Wealthscape Investor access.