ACCOUNT ACCESS
- Wealthscape Investor (Acc’ts TYB.xxxxxx & JY9 xxxxxx)
- Fidelity.com (Acc’ts ###.xxxxxx)
- Web Portal- Reports
!! Important Notice !!
To access your brokerage accounts that begint with TYB & JY9, please click on the Wealthscape Investor link above.
Please note that on 8/26/24 the "Wealthscape investor" website will be updated. You will be required to re-register as a new user in order to access your brokerage accounts begininng with TYB & JY9. Follow the below instructions to complete the process:
- Click on Wealthscape Investor Link
- Click “Register as a new user”
- Enter the prompts on screen to provide your First Name, Last Name, Date of Birth, and last four digits of your Social Security Number
- Enter a valid brokerage account number, which can be found on a recent NFS statement
- Once your identity has been verified, your username will be displayed on your confirmation page
- Establish and confirm your password and create your security questions
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.