Wealthscape Investor Portal
Wealthscape Investor is the portal for clients who have assets custodied at National Financial Services (NFS). This is where monthly statements and tax reporting documents can be obtained. For the best Wealthscape mobile experience, we recommend using the Wealthscape Investor℠ app for your smartphone or tablet. Download the app from the IOS or Android store.
Fidelity Investments Portal
Fidelity Investments is the portal for clients who have assets custodied at Fidelity Institutional Wealth Services (IWS). This is where monthly statements and tax reporting documents can be obtained. For the best Fidelity mobile experience, we recommend using the Fidelity Investments app for your smartphone or tablet. Download the app from the iOS or Android store.
Access Disclaimer: All data provided is for your convenience and for informational purposes only. All values are subject to change without notice and may not reflect currently available pricing. Please refer to your official account statements which you receive directly from the account custodian or third party administrator for balance, valuation and other related information. If you believe that your password may have been compromised in any way, a handheld device that you use to access the service has been lost or stolen, or someone has viewed, downloaded, or deleted electronic records from your eligible account without your permission, you should immediately notify Keel Point Advisors.