Wealthscape Update Form

Update Wealthscape InvestorSM Online Account Access

Please complete this form to link an account(s) to, or unlink an account(s) from, your Wealthscape Investor ID if it did not happen automatically because:

Your account was established with a Tax Identification Number (TIN), or institutional name and your online access was setup through the Assisted Registration process rather than Self-Enrollment.

Your investment portfolio includes one or more accounts on which Fidelity Brokerage Services LLC serves as the broker/dealer

Your User ID was created before October 7th, 2013

Please provide your existing Wealthscape Investor user ID (10-digit), or custom username (9 to 15 letters and/or numbers) if you created one in place of your assigned user ID:

Existing User ID or Custom Username

Account Numbers to be Linked/Added:

Each 9-digit account number entered below will be linked/added to the provided user ID to allow viewing on Wealthscape Investor.

Prefix Link 1

Account Number Link 1

Prefix Link 2

Account Number Link 2

Prefix Link 3

Account Number Link 3

Add Another Account

Account Numbers to be Unlinked/Removed:

Each 9-digit account number entered below will be unlinked/removed from the provided user ID to eliminate viewing on Wealthscape Investor.

Prefix Unlink 1

Account Number Unlink 1

Prefix Unlink 2

Account Number Unlink 2

Prefix Unlink 3

Account Number Unlink 3

Add Another Account

Contact Information

Please complete the information below as it appears on your account(s). If completing for an Entity or Institution type account, be sure to include the name of the Entity/Institution and information for the authorized individual requesting the access update.

To receive electronic notifications, you may need to add the following email address to your safe sender's email list: LFNFasteamSupport@lfg.com

Entity or Institutional Name (if applicable)

Authorized Individual Information:

First name

Middle initial

Last name

Address line 1

Address line 2

City

ZIP Code

Phone Number

Fax

Email Address

Please note:

Any updates will be confirmed via email.
If you experience issues logging in or viewing your accounts after 24 hours, please call our support team.