FIDELITY WEALTHCENTRAL PDF

Use one of the flyout selections to perform Service Center functions: Initiate Service Request: Create a service request for one or more accounts up to Service Messages: View service messages for either you or your firm that were sent during a specified date range. Client Service Requests: View your service requests sent during a specified date range. Reporting: Generate customized reports based on your service requests or service messages and if desired, use the results to create a PDF document or export to Microsoft Excel or another spreadsheet application. User Profile Administration Tool: Create and manage user profiles for individuals at your firm.

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You can sort the list in either Ascending or Descending order according to this column. Displays the number of the account. NOTE: Click the down-facing caret associated with the Account Number to display a flyout menu containing links to account information Account Summary, Positions, Balances, History, Order Status, Statements and Records and various operations you can perform using the selected account. Average Cost Displays for each position and is calculated by taking the total cost for all shares, regardless of holding period or acquisition date, and dividing by the total number of shares.

NOTE: This information is not intended for and may not be accurate for tax reporting purposes. NOTE: Applies to brokerage accounts only. Closing Price Displays the closing price of the security at the end of the prior business day. Closing Quantity Displays the number of shares of the security as of the prior business day. Core Fund Indicates whether or not this is the core fund for the account. Displays Y Yes or N No. Cost Displays the position cost as represented by the total cost of purchases or exchanges including commissions.

The amount is adjusted for previous sale activity and options proceed adjustments for assignments and exercises. NOTE: For retirement accounts, cost does not include dividend reinvestments or capital gains. Cost information on retirement accounts does not reflect your tax basis that may result from nondeductible or after-tax contributions. Cost information on retirement accounts is not provided for tax reporting purposes. Currency Displays the three character, ISO-Standard abbreviation of the currency in which the security is traded.

Custom Short Name Displays the user-defined short name used as an abbreviation for the full registration name. The Factor is used to determine the current face value of the position.

If applicable, the factor also displays as part of the Security Description. NOTE: Applies to factored fixed income securities only. All internationally traded securities issuers are urged to use this numbering scheme, which is now the accepted standard by virtually all countries.

An ISIN identifies a security but not an exchange on which it trades. NOTE: Used with international accounts only. Pool ID Displays the numerical identifier for the charitable gift pool. Recent Price Displays the current market price of the security. For securities that are priced only once per day, the Recent Price is equal to the Closing Price. Recent Quantity Displays the updated position quantity of the security.

Displays the description of the security, usually indicating the name of the issuer. The tooltip is useful especially when the full description does not display in the list due to the column width. Displays the market identifier for the security. NOTE: Click the down-facing caret associated with a Security ID to display a flyout menu containing links; the entries in this menu vary based on the security that you select. Initialized based on the registration of the account and maintained on an ongoing basis.

Notice the list is not sorted alphabetically. Instead, the securities are grouped according to similar security types.

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WealthCentral Mobile

Fidelity WealthCentral Mobile has been available for iOS and Android devices for roughly two-and-a-half years, and its latest update introduces the remote check deposit feature widely popular among retail banks and financial institutions. A First for RIAs Snap photos of checks and deposit them using the Fidelity WealthCentral Mobile app Fidelity, the third-largest custodian by number of advisers, is not the first institution to offer remote check deposit capabilities to advisers. However, Fidelity does get recognition as being the first institutional custodian for independent RIAs to offer remote check deposit to its advisers. Prior to the general release of remote check deposit to the adviser community, Fidelity worked with about a dozen firms in a pilot period, covering a wide range of business models and services. Enrollment Required Fidelity does have a qualification process for any adviser interested in becoming eligible to use remote check deposit.

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WealthCentral Mobile

Send to Separate multiple e-mail addresses with commas Your E-Mail Address Message Optional Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf. The subject line of the e-mail you send will be "Fidelity. WealthCentral brings together portfolio management, customer relationship management CRM , financial planning, portfolio rebalancing and trading into one unified workstation. Fidelity today also released results from a study1 conducted by Moss Adams2 on its behalf that found that RIAs that have integrated core technology applications made 36 percent higher revenue per professional and 30 percent higher profits per owner, compared to those firms that have not integrated.

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Fidelity adds remote check deposit feature to the WealthCentral Mobile app

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