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Version
1.3.5
Size
5.96 Mb
Updated
9 years ago
Released
14 Feb 2011
Screenshots
Description
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.
57656.40
Estimates
Search Keywords 1
| # | Term | Country | Place | Priority |
|---|---|---|---|---|
| 1 | fidelity investments | #6 | ⭐️⭐️⭐️⭐️⭐️ |
Competitors
| # | App | Common keywords |
|---|---|---|
| 1 | Fidelity Investments | 13 |
| 2 | Fidelity Canada Events | 13 |
| 3 | Fidelity Realty and Investments LLC | 13 |
| 4 | Fidelity Charitable | 13 |
| 5 | NetBenefits | 13 |
| 6 | Fidelity Investments Summit | 13 |
| 7 | Watch My Stocks | 13 |
| 8 | Fidelity Events | 10 |
| 9 | FONDSPOINT | 7 |
| 10 | Stocks+ app | 7 |
| 11 | Investment Return Calculator | 5 |
| 12 | HORNIG | 5 |
| 13 | My Banking Accounts | 4 |
| 14 | ФинЭко - Выгодные инвестиции | 4 |
| 15 | Webull: Investing & Trading | 3 |
| 16 | Stock Master: Investing Stocks | 3 |
| 17 | Fidelity Investment Days | 3 |
| 18 | Finabase: Investing Stocks | 3 |
| 19 | Cryptocurrency Trading Sim | 3 |
| 20 | My Pension Planning | 3 |
| 21 | Retirement countdown 401k app | 2 |
| 22 | LastMinute - Earnings Calendar | 2 |
| 23 | MyWallSt: Invest in Stocks | 1 |
| 24 | Интересные Финансы | 1 |
| 25 | iFund | 1 |
Availability
Devices
iPhone3GS
iPhone4
iPodTouchFourthGen
iPad2Wifi
iPad23G
iPhone4S
iPadThirdGen
iPadThirdGen4G
iPhone5
iPodTouchFifthGen
iPadFourthGen
iPadFourthGen4G
iPadMini
iPadMini4G
iPhone5c
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
Pricing by country
| Country | Price |
|---|---|
| USA | free |
