Overview
Performance Tab
Analysis Tab

- Enable/Disable Firm Access
- Enable/Disable Account Access

Overview

In Wealthscape, designate whether accounts at your firm are eligible for performance calculations and analysis via the Performance tab and/or the Analysis tab in Fidelity.com.

There are three levels of access:

• Global System

  If you initially open Wealthscape Fidelity.com firm preferences and neither the Enabled nor Disabled options are selected, the following message displays: "There is currently no default setting." This indicates your firm has not established its own default setting and until it does so, the following Global System settings apply:

  For Institutional Wealth Services (IWS) accounts:

  - Fidelity.com Performance is disabled.
  - Fidelity GPS is enabled.

  For Fidelity Family Office Services (FFOS) accounts:

  - Both Fidelity.com Performance and Fidelity GPS are enabled.

• Firm

  After your firm chooses its setting (Enabled or Disabled), by default, all existing and new accounts added to the firm inherit the Firm setting.

• Account

  Account settings have the highest priority in the assignment, taking precedence over both Global System and Firm settings – meaning changes to the Firm level do not modify those established at the Account level.

Note
If entitled to Fidelity.com, refer the online help, glossary, and other resources available within that site for additional information.

Performance Tab

Use the Performance tab on Wealthscape's Fidelity.com to control the display of the 1-Year Rate of Return and all historical returns at the account and composite levels in Fidelity.com.

The Summary tab displays Fidelity personal investing accounts (e.g., brokerage or mutual fund accounts), Workplace Savings accounts (e.g., 401 (k) or 403(b) accounts), and Fidelity accounts that an end-customer does not own but is authorized to view.

The Performance tab is designed to help end-customers understand how their portfolio is performing:

• Provides return information for all eligible accounts at the portfolio level and the individual account level.
• Enables end-customers to define custom portfolios provided they have at least 3 accounts.
• Provides a list of standard benchmarks and blended benchmarks.
• Depicts how market and personal account activities impact the balance over time in both tabular and graphical formats.
• Defaults to time-weighted returns (money-weighted returns are available by selecting + in the Personal Returns section). Both rates of return are impacted by typical factors, such as an end-customer's gains and losses, as well as dividends. Time-weighted returns attempt to reduce or eliminate the impact that cash deposits or withdrawals have on the return calculation, since the size and timing of cash flows can have an impact on a return.

Analysis Tab

Use the Analysis (GPS) tab on Wealthscape's Fidelity.com to control the display of accounts within Fidelity GPS on the Analysis tab in Fidelity.com. This functionality provides end-customers with the ability to analyze one or more of their accounts and receive a comprehensive overview of their current account holdings.

Note
End-customers should use Fidelity Guided Portfolio Summary (Fidelity GPS) for educational purposes only and should not rely on this information as the primary basis for investment, financial, or tax planning decisions. Representatives and advisors should use it solely to help obtain a better understanding of an end-customer's situation and then use an appropriate means to provide further guidance. The Fidelity GPS Report is provided for informational purposes only. It should not be substituted for, or considered a replacement for, an account statement.

Enable/Disable Firm Access

Use this procedure to either enable access for all firm accounts or disable access for all firm accounts, by tab:

- Fidelity.com Performance
- Fidelity.com Analysis

1. Select Service > Firm Preferences > Fidelity.com.

2. On either the Fidelity.com Performance tab or Fidelity.com Analysis (GPS) tab, choose the default setting for your firm:

   Enabled
   Disabled

3. Select Save.

   A message acknowledges the new setting.

4. Select OK.

Enable/Disable Account Access

Use this procedure to enable one or more firm accounts or disable one or more firm accounts, by tab:

- Fidelity.com Performance
- Fidelity.com Analysis

Settings at the Account level supersede settings at the Firm level, meaning if the setting is established at the Account level, it will not be impacted by the Firm setting.

Note
If entitled, establish settings for an individual account using the Account Characteristics section on the Account Profile window. (Edit an Account)

1. Select Service > Firm Preferences > Fidelity.com.

2. On the Performance tab, choose Select Accounts.

   - Search for accounts. (Search Using Advanced Criteria)
   - If prompted, enter further criteria to limit results.
   - Select the check box of each account to enable/disable.

3. Select Edit Settings (below list of accounts).

4. On either the Fidelity.com Performance tab or Fidelity.com Analysis (GPS) tab, choose the setting for the selected accounts:

   Enabled
   Disabled

5. Select Save.

   A message acknowledges the new setting.

6. Select OK.

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