Client Logins and Resources

Cambridge / Fidelity / Wealthscape Login

In an ongoing effort to enhance platform security, new Wealthscape Investor users will now be able to register using extended security. Starting November 18, 2021, they will select the Register link on the login screen to access this function, and will be prompted to provide their first name, last name, date of birth, and last 4 digits of their Social Security Number (SSN). If the user has a multi-firm relationship, they will also be prompted to provide an account number.

Next, the user will be asked to select a phone number and a method they wish to use to receive a One-Time PIN (OTP). They must enter this PIN when prompted to complete the extra security step. On successful completion, they will set up a Username (optional) and their password. When they are successfully registered, the user will see a screen containing their Investor ID and Username. If they create a Username, they must use this to log in. If they did not create one, they must use their Investor ID to log in.