Wealthscape Remote Check Deposit
The Wealthscape InvestorSM Mobile app, available for iPhone®, iPad®, and Android™ devices, allows you to quickly and easily deposit checks directly into your client’s account.
- Avoids processing delays and overnight costs
- RCD has been activated for all AEWM Fidelity users
CLICK HERE for important notes and instructions.
We are implementing a change to the default core account for clients’ cash at Fidelity. The new default will be the Fidelity Bank Deposit Cash Sweep Program option. The core transaction account is used by Fidelity for processing cash transactions and for holding uninvested cash related to the account. Fidelity will be sending out a letter to your clients in the upcoming weeks.
- The Bank Deposit Cash Sweep Program will allow your uninvested funds to be protected by FDIC insurance.
- Funds will be transitioned automatically at no cost to the advisor/client.
- This change is completely optional.
CLICK HERE to view a sample of the communication
that will be sent.
AW04180102 - For investment professional use only.