Client Resources

Wealthscape Investor

Powered by Fidelity, Wealthscape is your direct window into your brokerage and advisory accounts. This portal provides secure access to your official statements, tax documents, and trade confirmations. By leveraging the institutional stability of Fidelity, we ensure your assets are held with one of the most trusted custodians in the industry.

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Wove Investor

Wove Investor offers a unified client experience that delivers a single view of client accounts, intuitive self-service tools, and collaboration features built to enhance the advisor-client relationship.

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NFS Guides


Our Firm and Fidelity - Working Together for You Brochure

Guide to your Brokerage Account Brochure





Financial Calculators

Savings Calculator ROTH IRA Growth Compound Interest
Investment Returns Financial Runway Retirement
50/30/20 Budget Inflation Social Security
401(k) 401(k) vs ROTH Backdoor ROTH
Income Tax Capital Gains Tax ROTH Conversion

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services.
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

Neither Vanderbilt Financial Group, nor any of its associates provide tax or legal advice.
Please consult with your tax and/or legal advisors regarding your personal circumstances.