A prime brokerage platform for hedge fund and institutional clients that includes access to one of the largest and most diverse captive pools of securities available for lending.

If you have an active National Financial Services LLC brokerage account number, follow these steps to register and create a user ID and password in Wealthscape Investor.

You are accessing a website provided to you by Fidelity Investments SM on behalf of your firm. Use of this website involves the electronic transmission of personal financial information and …

IMPORTANT: You must first enroll from your computer on www.Wealthscapeinvestor.com/lfa before you can use the mobile app. Get the free mobile app from the Apple Store or on Google …

Wealthscape InvestorSM (Fidelity accounts) g with market research and analysis tools. Clients can conveniently view and download essential documents, utilize self-service capabilities for …

Dec 1, 2025 · The following instructions are for enabling the file feed integration for Fidelity clearing clients. If you are a custody client with Fidelity, please see the instructions for custody …

Nov 24, 2025 · With an enhanced user experience, you can access critical brokerage information in a mobile environment, improve responsiveness to your clients and manage your practice …

How advisors can use the integration to access a client’s Fidelity account information from within Wealthbox and take advantage of single sign-on access into Wealthscape from Wealthbox.

A prime brokerage platform for hedge fund and institutional clients that includes access to one of the largest and most diverse captive pools of securities available for lending.

Annual multibillion-dollar technology investment across our enterprise allows us to invest in our clients’ businesses through all market cycles. Users can access our WealthscapeSM platform …