WealthCentral Mobile

WealthCentral Mobile


For Registered Investment Advisors (RIAs) with access to Fidelty WealthCentral®

Set yourself apart from your competitors, improve your responsiveness to your clients, and manage and potentially grow your practice more efficiently with many of the features you’ve come to rely on from the WealthCentral platform.

Fidelity WealthCentral® Mobile allows you to:
• Place domestic equity/ETF and mutual fund orders and view order status
• Access clients’ account profile, balances, and holdings
• Check account positions and transaction activity
• Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts
• Review important firm alerts on the way to a client visit
• Stay ahead of the markets with stock quotes and up-to-the minute news stories
• Customize preferences to fit the way you work

Stay tuned for future releases of WealthCentral Mobile that will feature additional capabilities designed to help you take advantage of WealthCentral while on the go.

The images below are for illustrative purposes only. Fidelity WealthCentral and WeatlhCentral are registered service marks of FMR LLC, National Financial Services LLC and Fidelity Brokerages Services LLC, Members NYSE, SIPC.

570656.6.0

Recent changes:
Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts
Add to list
Free
86
4.3
User ratings
21
Installs
1,000+
Concerns
0
File size
121 kb
Screenshots
Screenshot of WealthCentral Mobile Screenshot of WealthCentral Mobile Screenshot of WealthCentral Mobile Screenshot of WealthCentral Mobile Screenshot of WealthCentral Mobile Screenshot of WealthCentral Mobile
About WealthCentral Mobile
For Registered Investment Advisors (RIAs) with access to Fidelty WealthCentral®

Set yourself apart from your competitors, improve your responsiveness to your clients, and manage and potentially grow your practice more efficiently with many of the features you’ve come to rely on from the WealthCentral platform.

Fidelity WealthCentral® Mobile allows you to:
• Place domestic equity/ETF and mutual fund orders and view order status
• Access clients’ account profile, balances, and holdings
• Check account positions and transaction activity
• Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts
• Review important firm alerts on the way to a client visit
• Stay ahead of the markets with stock quotes and up-to-the minute news stories
• Customize preferences to fit the way you work

Stay tuned for future releases of WealthCentral Mobile that will feature additional capabilities designed to help you take advantage of WealthCentral while on the go.

The images below are for illustrative purposes only. Fidelity WealthCentral and WeatlhCentral are registered service marks of FMR LLC, National Financial Services LLC and Fidelity Brokerages Services LLC, Members NYSE, SIPC.

570656.6.0

Recent changes:
Snap photos of checks and deposit them into your clients’ eligible Fidelity accounts

User reviews of WealthCentral Mobile
Write the first review for this app!
Android Market Comments
A Google User
Mar 28, 2014
Can't input user ID Won't allow a 11 digit user ID #, HTC One..
A Google User
Jul 23, 2012
Credential Issue... FYI - although the Verisign credential changes every 30 seconds, each set of digits is good for 5 minutes on Wealth Central and the mobile app. So, you can open the VIP Access app, copy/paste the numbers, then open the WC mobile app and paste them when prompted. There is no need to rush.
A Google User
Jul 23, 2012
Credential Issue... FYI - although the Verisign credential changes every 30 seconds, each set of digits is good for 5 minutes on Wealth Central and the mobile app. So, you can open the VIP Access app, copy/paste the numbers, then open the WC mobile app and paste them when prompted. There is no need to rush.
Josh
Jul 23, 2012
Credential Issue... FYI - although the Verisign credential changes every 30 seconds, each set of digits is good for 5 minutes on Wealth Central and the mobile app. So, you can open the VIP Access app, copy/paste the numbers, then open the WC mobile app and paste them when prompted. There is no need to rush.
A Google User
Sep 1, 2011
Sucks Don't bother if your verisign credential is registered to your phone or pc, as there is no way to login quickly enough.