Client Login

Welcome to

client login information:

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)

  1. Wealthscape provides real time activity updates. Envestnet Client Portal is as-of the previous night’s close.
  2. First party standing instructions needed to move money.

Ready to Elevate Your Financial Strategy?

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