Streetscape® is the web-based portal to your NFS accounts and a host of additional resources. It will help you to better serve your customers and increase your efficiency. Streetscape® offers web-based trading capability for your NFS accounts and provides robust search and reporting tools to help you serve your clients needs. View real-time positions, balances and transaction history and provide your customers with cost basis and gain/loss information on their accounts. Streetscape® also retains 10 years of online statements as well as current tax year documents and confirms. Research is also available with access to market data, analysis and commentary. The Fidelity Retirement Income Evaluator and the Managed Account Solutions Platform are also accessed through the robust Streetscape® portal.
Client Access
myStreetscape® is an internet-based system through which clients can access their National Financial accounts, view statements and obtain tax information. Clients are only granted access with permission of the financial advisor and are not allowed to place trades. Your clients can access account information including balances, positions, 90-day history, order status, past statements and confirms and current year 1099s. They can view independent company research and set up personal quote lists to track specific securities. Your clients can also choose to “go green” and suppress paper statements and/or confirms through e-Notification.
Modeling and Trading Fee-Based Accounts
Designed to help advisors manage their client portfolios, Streetscape® Fee-Based Tools brings together trading and account management capabilities with portfolio management applications. The five key functions of the offering include block trading, rebalancing/modeling, account grouping, data import/export and reporting.
With 36 months of historical client account information, as well as critical tax information, Streetscape can streamline your business operations for maximum efficiency. Some of the key features of Streetscape include:
- A Service and Operations center designed to improve efficiency
- Access to customer information including positions, balances, transaction history and tax documents
- Direct access to market data, quotes, watch lists and company historical data
- Order Management and Trading capabilities
- Research packages at preferred pricing
If you would like to learn more about Streetscape or receive a demo, please call 800-720-4003.