In today’s fast paced and mobile world, you need all the convenience you can get. With our online account services, you have access to your National Financial Services, LLC (Fidelity) and Envestnet financial information 24 hours, 7 days a week. After enrolling, you’ll have access to:
- View your accounts, top holdings, and asset allocations
- View your account positions and activity1
- Deposit checks (mobile app only)
- Move money between your bank and brokerage accounts2 (not available in mobile app)
- Access your account statements and tax documents
- Enroll in eDelivery, modify delivery instructions and email addresses (not available in mobile app)
- View your account performance
- Share client documents
- Aggregate external accounts
- View your financial plan (coming soon)
- Wealthscape provides real time activity updates. Envestnet Client Portal is as-of the previous night’s close.
- First party standing instructions needed to move money.
