Enroll in your online brokerage account today

Get 24/7 access to your accounts, positions, and balances. It’s easy, and takes just a few minutes.

Once you've enrolled, you can sign up for eDelivery and download the mobile app. To learn more about your online brokerage account features, click here.

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Take advantage of your online brokerage account features

Connect with your portfolio, market data, and more.

  • Accounts, positions, and balances
  • Customizable positions and history page displays your account data
  • Sort and filter your holdings with a click of your mouse
  • Get real-time order status updates and two years of transaction history

Tap into a broad range of information that you can use to track your portfolio and gain insight into market events, including:

  • Dynamic charts and analytics
  • Powerful investment screeners
  • Detailed investment profile reports
  • Comprehensive company profiles and fundamentals
  • Interactive world overview with drill-down exchange data by country
  • Economic overview with one-click entry to a five-day economic calendar

With your online brokerage account, you’ll always see your account history, including the following:

  • 10 years of statements
  • Seven years of trade confirmations
  • Up to seven years of tax documents*
  • Three years of customer correspondence
  • Seamlessly import your 1099 forms into TurboTax and H&R Block.

*Three years of tax documents currently available; over time, availability will increase to seven years of documents

Enroll in online brokerage

We’ve made enrolling quick and easy:

  • 1 Visit the Wealthscape Investor login page
  • 2 Click the Register Now link
  • 3 Type in the last four digits of your Social Security number, your first and last name, and your date of birth
  • 4 Enter your valid brokerage account number, which can be found on a recent statement
  • 5 Once your identity has been verified, your User ID will be displayed on your confirmation page
  • 6 You’ll be prompted to establish and confirm your password and create your security questions

Download the Wealthscape Investor mobile app to manage your account on the go.

It will let you view your positions, balances, and transaction history from your iPhone®, iPad®, AndroidTM, and other smartphones.


Remember, once you complete the enrollment process in Wealthscape Investor, sign up for eDelivery by clicking the Go Paperless link. With the added benefits of eDelivery, you’ll receive an email as soon as your documents are available online. View statements, trade confirmations, prospectuses, shareholder reports, letters, tax forms, and other eligible correspondence.

With eDelivery you can:

  • Save time with instant, 24/7 online access.
  • Simplify your recordkeeping with electronic storage. You now have access to a rolling 10 years of statements, seven years of trade confirmations, and a minimum of three years of eligible correspondence.
  • Reduce the amount of paper you receive by mail.
  • Protect your identity with less personal information on paper.

Enroll in eDelivery* with these easy steps:

  • 1 Log in to your online brokerage account.
  • 2 Select Document Delivery Instructions from the Service Menu.
  • 3 Click an account and select the documents you’d like to receive via eDelivery.
  • 4 Click the Save This Account button and the I Agree button to accept the terms.

Once enrolled in eDelivery, online delivery will begin within 24 hours. You may also receive paper documents already printed, depending on the timing of your enrollment. Any changes made to your eDelivery preferences may take a full statement cycle to be implemented.

Enroll Now >

*To receive eDelivery, you must have an active online brokerage account with your participating financial institution.

Download the Wealthscape Investor mobile app*

Get access to your positions, balances, and transaction history from your iPhone®, iPad®, AndroidTM, and other smartphones. You'll also be able to deposit checks into your brokerage account straight from your mobile device.

Enroll Now >

Visit the App StoreSM to download the free apps for your iPhone® and iPad.®

Visit Google PlayTM to download the free app for your Android phone.

*To use the mobile app, you'll need an active online brokerage account with your participating financial institution

Get easy, 24/7 access

Maximize your brokerage account experience online and with our mobile apps

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Important tax information

Get convenient access to important tax and regulatory information.