Client Login
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.
Download our FREE mobile app to easily stay connected, access your accounts and much more. Text "bluewolfe" to 36260 or Scan the QR code. Call our office if you have any problems or questions.
Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
Ensure the credibility of your financial professional by referring to FINRA's BrokerCheck for a thorough background check.
Please find a copy of our Client Relationship Summary and Supplement and Form ADV 2A
here.
Powered by
Levitate