Wealthscape Investor allows clients of the Wealthscape platform to manage their brokerage accounts They can view and transact in their brokerage account from anywhere They are able to access positions and balances, view activity, manage important documents, access market data and research, trade, deposit checks and move money. The personalized homepage lets them see a summary of their activity with recent transactions, their asset allocation, and top holdings to see the big picture of how they’re doing. They can also access account statements, confirms and tax documents.

We also allow them the option to sign up to get electronic storage of statements, trade confirmations, prospectuses, shareholder reports, and other eligible correspondence. They receive an email letting them know whenever a new document is available to view.

The tool allows them to combine brokerage account with a number of cash management features such as direct deposit, online bill pay, and basic checking and debit card services—giving them the flexibility to invest, save, and spend from one place. They can even place trades for stocks, options, mutual funds and Exchange Traded Funds (ETF's).  Access Order Status to view all open orders in their account.