⏱ 17 min read

Searching for "Perplexity Wealthscape Investor"? You're in the right place — but first, an important clarification. Wealthscape Investor is not a broker-dealer. It is the white-labeled client portal that Fidelity Clearing & Custody Solutions (FCCS), through its National Financial Services LLC (NFS) clearing subsidiary, provides to the hundreds of independent broker-dealers and RIAs that use NFS for clearing and custody. Your specific login URL depends on which broker-dealer issued your credentials — the platform is the same; the branded subdomain varies, and most users land on mystreetscape.com/auth/access/login after a redirect from wealthscapeinvestor.com.

By Scott Blandford, Founder & CEO of Truthifi | Reviewed by Mike Young

Until now, getting "AI for Wealthscape" meant exporting PDF statements, copying balances into spreadsheets, and hoping the numbers were still current when you asked Perplexity a question. Truthifi changes that. With a Perplexity Wealthscape Investor connection through Truthifi, Perplexity can read your live brokerage, IRA, 401k, 529, trust, and cash management positions — regardless of which broker-dealer sits in front of NFS's clearing infrastructure. Truthifi rebuilds historical data on connection, normalizes cost basis, and resolves ticker mismatches so Perplexity works with clean data from day one. All through a read-only MCP connector that never touches your credentials and cannot move money.

This guide walks you through setup (about 5 minutes), explains exactly what Truthifi allows and blocks with your Wealthscape data, and shows you how to turn raw portfolio data into actionable Wealthscape AI insights with Perplexity.

What You Need

• Wealthscape Investor login credentials issued by your specific broker-dealer (LPL, Raymond James, RBC, Stifel, Cetera affiliates that clear through NFS, and many others)

• Active MFA method registered with your Wealthscape login (SMS, email, or authenticator app)

• Perplexity Pro plan ($20/mo) with Spaces and connector support

• Free Truthifi account registration at truthifi.com

• Approximately 5 minutes for setup

• Looking for ChatGPT? See chatgpt-wealthscape-investor

• Using Pershing's portal instead? See perplexity-netxinvestor

• Advisor using a performance reporting overlay? See perplexity-orion

How to Connect Perplexity to Your Wealthscape Investor Account

Ready to connect Perplexity to your Wealthscape Investor portfolio? Here's how to link your account through Truthifi.

1. Open Settings in Perplexity — Go to perplexity.ai. Click your profile icon → Settings → Connectors (under the Spaces and integrations section).

2. Add the Truthifi connector — Click Add custom connector. Enter Name: Truthifi, URL: https://api.truthifi.com/mcp. Click Add.

3. Authorize your accounts — Perplexity redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, search for "Wealthscape Investor" in the institution picker, and select it. Truthifi handles routing to the correct NFS-hosted login regardless of which broker-dealer issued your credentials.

4. Log in via Fidelity NFS hosted authentication — You'll be redirected to wealthscapeinvestor.com (which typically forwards to mystreetscape.com/auth/access/login) or your broker-dealer's white-labeled subdomain. Enter your username, password, and complete MFA. Fidelity NFS handles authentication; Truthifi never sees your credentials.

5. Select which accounts to share — Choose from your brokerage, IRA, 401k, 529, trust, margin, or cash management accounts. Confirm the read-only scope and click Authorize.

6. Attach Truthifi to a Space — Inside Perplexity, create a Space called "Wealthscape Portfolio" (or similar), open Space settings, and pin Truthifi as a connector for that Space. Every query in that Space will have access to your Wealthscape data.

7. Verify the connection — Send: "What is my current asset allocation across all my connected Wealthscape Investor accounts?" If Perplexity responds with your actual holdings and cites Truthifi as the data source, the connection is live.

Perfect! You've successfully linked your Wealthscape Investor portfolio to Perplexity for comprehensive AI-powered financial planning — regardless of which broker-dealer manages your relationship.

Example Prompts for Perplexity

These prompts work whether your Wealthscape Investor account is fronted by LPL, Raymond James, RBC, Stifel, a Cetera affiliate, or any other NFS-cleared broker-dealer. Perplexity will also pull in current market context from the web alongside your portfolio data.

• Portfolio Deep Dive with Market Context — "Pull my complete asset allocation across all my Wealthscape Investor accounts and break it down by asset class, sector, and geography. Then cross-reference each sector with current market outlook research from the last 30 days. Format the results as a table with dollar amounts, percentages, and a short market note per sector."

• Advisor Fee Audit — "Calculate every fee I'm paying through my Wealthscape accounts — advisory fees from my broker-dealer, mutual fund expense ratios, 12b-1 fees, and any NFS platform charges. Show me the dollar amount per year for each fee layer and the 10-year cumulative impact at 7% growth. Compare my advisory fee tier against current industry benchmarks for fee-only RIAs."

• IRA RMD Calculator — "Calculate my required minimum distribution for the current tax year across all my IRAs in Wealthscape Investor. Show me the RMD amount per account, the deadline, and recommend which positions to sell to satisfy the RMD with the least tax impact. Include any IRS rule updates from the last 12 months."

• 529 Plan Tracking — "Show me the growth trajectory of my 529 college savings accounts in Wealthscape Investor. Project the balance at age 18 for each beneficiary at current contribution rates, and compare to the projected cost of 4 years at an in-state public university using current College Board data."

• Margin Account Review — "Review my Wealthscape margin account. Show me my current margin balance, the interest rate I'm paying, the buying power available, and the dollar cost of carrying that balance over 12 months. Compare my margin rate against current rates at Schwab, Fidelity retail, and Interactive Brokers."

• Tax-Loss Harvesting — "Identify every tax-loss harvesting opportunity in my Wealthscape Investor taxable brokerage accounts. For each position with an unrealized loss, estimate the tax savings at a 24% federal bracket and suggest a replacement holding with similar sector exposure but a different ticker — and pull a current research summary on the replacement."

• Trust Account Reconciliation — "Review my Wealthscape trust accounts. List the trustee, beneficiaries, current market value, and YTD income generated. Flag any positions where allocation has drifted more than 5% from target."

• 401k Rollover Analysis — "I have an old 401k still showing in Wealthscape Investor from a previous employer. Compare keeping it where it is versus rolling it into my IRA. Pull current expense ratios for the underlying funds and current research summaries on each, plus any recent fiduciary-rule updates affecting rollover decisions."

• Rebalancing Plan — "Compare my current Wealthscape Investor portfolio to a 60/40 target allocation. Show me where I'm overweight and underweight across asset classes, and recommend specific buy/sell orders with dollar amounts to rebalance — citing current research on each replacement holding."

• Financial Dashboard — "Summarize my complete Wealthscape Investor picture — total balance across all account types, YTD performance, total fees paid last year, dividend income, and realized gains. Format this as an executive financial dashboard with a benchmark column comparing each line to a relevant index."

Why Truthifi?

5.1. Security

Your Wealthscape Investor username, password, and MFA codes never touch Truthifi's servers. Authentication occurs directly on Fidelity NFS-hosted infrastructure (wealthscapeinvestor.com, mystreetscape.com, or your broker-dealer's white-labeled subdomain), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Perplexity receives only scoped data tokens, never your actual credentials. You maintain complete control and can revoke access anytime through your Wealthscape connected applications settings or through your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Wealthscape Investor, Fidelity NFS, or any financial institution. You decide which specific accounts Perplexity can access — your brokerage, IRA, 401k, 529, trust, or cash management accounts can be selectively shared or excluded. Data is never sold to third parties, and connecting Perplexity does not automatically grant access to ChatGPT, Claude, or any other AI tool.

5.3. Audit Trail

Every MCP data request is logged with complete session details for Wealthscape data transparency. When Perplexity accesses your portfolio, the timestamp and specific information retrieved gets recorded automatically. You maintain full visibility into which financial details were accessed during each interaction. This comprehensive tracking ensures you always know exactly what happened with your sensitive financial information, and you can export the audit log at any time from your Truthifi dashboard.

5.4. Data Quality

Wealthscape Investor exposes data through three aggregator pathways: BAA (Fidelity's direct API), Plaid, and Yodlee — 140 catalog rows in total, the deepest coverage in its peer group. Each delivers raw data with slightly different fidelity — cost basis quirks, ticker mismatches between mutual fund share classes, missing corporate action history. Truthifi rebuilds historical information from all three aggregation sources, fills gaps, and resolves these inconsistencies. The result: up to 10 years of clean, normalized transaction history for reliable Perplexity analysis — regardless of which broker-dealer manages your Wealthscape portal.

About Perplexity

Perplexity is an answer engine that pairs LLM reasoning with live web search and source citations. When you connect Truthifi to Perplexity, the assistant can combine your Wealthscape Investor portfolio data with current market research, regulatory updates, and benchmark data from the open web — and cite each source. That makes Perplexity a strong fit for portfolio decisions where you want your numbers grounded in your actual accounts and your analysis grounded in current data.

Perplexity Pro ($20/mo) is the minimum tier required for custom MCP connectors and Spaces. A Space dedicated to your Wealthscape portfolio keeps the Truthifi connector pinned, so every query in that Space starts with your live account data available — no per-chat toggling needed.

About Wealthscape Investor

Wealthscape Investor is not a broker-dealer — it is the client-facing portal that Fidelity Clearing & Custody Solutions (FCCS) provides through its National Financial Services LLC (NFS) clearing subsidiary as a white-labeled platform to the hundreds of independent broker-dealers and RIAs that clear through NFS. If your broker-dealer uses NFS as its clearing firm, you almost certainly access your accounts through some version of Wealthscape Investor — even if your broker-dealer brands the experience under its own name.

• Parent Company: Fidelity Clearing & Custody Solutions (FCCS) / National Financial Services LLC (NFS)

• Headquarters: Boston, Massachusetts (Fidelity NFS HQ)

• Founded: 2010 (Wealthscape Investor platform launch; NFS clearing operations date to the 1980s)

• Platform Type: White-labeled client portal for NFS-cleared broker-dealers and RIAs

• Authentication: Username/password + MFA, hosted on Fidelity NFS infrastructure (wealthscapeinvestor.com → mystreetscape.com)

• Catalog Depth: 140 catalog rows across BAA (76), Plaid (48), and Yodlee (16) — deepest in its peer group

Supported Account Types: Brokerage, IRA (Traditional, Roth, SEP, SIMPLE, Inherited), 401k, 529 college savings, Trust accounts, Cash management, Margin

Broker-dealers that use NFS clearing (partial list):

• LPL Financial (for certain product lines and acquired books)

• Raymond James

• RBC Wealth Management

• Stifel

• Cetera affiliates that clear through NFS

• Commonwealth Financial Network

• Independent RIAs and hybrid practices custodying at NFS

Important distinction: Wealthscape Investor is the client portal. Fidelity NFS also operates Streetscape and NetX360 as advisor-facing platforms used by your broker-dealer's reps and home office. If you log in as a client, you use Wealthscape Investor; if you log in as an advisor, you use Streetscape or NetX360. All three sit on the same Fidelity NFS clearing infrastructure.

Wealthscape Investor login → · About Fidelity Clearing & Custody Solutions →

Frequently Asked Questions

Is it safe to connect my Wealthscape Investor account through Truthifi?

Connecting through Wealthscape's Fidelity NFS-hosted authentication ensures your login credentials stay exactly where they belong: on Fidelity NFS's secure servers. When you connect, you're redirected to wealthscapeinvestor.com (which typically forwards to mystreetscape.com/auth/access/login) or your broker-dealer's branded subdomain to log in directly, then grant specific read-only permissions before returning to Truthifi. Your username, password, and MFA codes never pass through our systems.

Perplexity receives only a scoped data token with read-only access, meaning it cannot move money, execute trades, or modify account settings. Every data request is logged for transparency. Complete security details at https://truthifi.com/security.

Wealthscape vs NetXInvestor — what is the difference?

They are direct counterparts on competing clearing infrastructure. Wealthscape Investor is the client portal for broker-dealers that clear through Fidelity National Financial Services (NFS). NetXInvestor is the client portal for broker-dealers that clear through Pershing (a BNY Mellon subsidiary). Both are white-labeled client portals — neither is a broker-dealer itself. If your statements reference NFS or Fidelity as the clearing firm, you use Wealthscape; if they reference Pershing, you use NetXInvestor. A small number of broker-dealers (notably Commonwealth and a few others) maintain relationships with both clearing firms, so some clients have logins to both.

How do I know if my broker-dealer uses NFS?

Three quick checks: (1) Look at your statement footer — if it says "Cleared through National Financial Services LLC," "NFS," or "Fidelity Clearing & Custody," you have Wealthscape Investor access. (2) Check your client portal login URL — wealthscapeinvestor.com, mystreetscape.com, or a subdomain that redirects through one of those is a tell. (3) Ask your advisor directly — they will know within seconds whether you clear through NFS, Pershing, Schwab, or another custodian.

Which broker-dealers use Wealthscape Investor?

Hundreds of independent broker-dealers, hybrid RIAs, and self-clearing firms use Fidelity NFS as their clearing firm and provide Wealthscape Investor as their client portal. The largest and most recognizable include Raymond James, RBC Wealth Management, Stifel, certain LPL product lines, Commonwealth Financial Network, and various Cetera affiliates that have selected NFS for clearing. Many smaller regional broker-dealers and independent RIAs also use the platform. If your advisor is independent (not at a wirehouse like Morgan Stanley or Merrill Lynch) and you have a Fidelity clearing relationship, your client portal is very likely Wealthscape Investor.

Can I connect both Wealthscape Investor and another portal at the same time?

Yes. Truthifi supports connecting multiple institutions simultaneously. Many advised clients have Wealthscape Investor for their brokerage and IRA assets, plus separate connections for a 401k at Fidelity NetBenefits, a bank account at Chase, and a credit card at Amex. Perplexity sees the unified picture across every connected account.

What Wealthscape Investor account types does Truthifi support?

Truthifi supports connecting your Wealthscape brokerage accounts, all IRA types (Traditional, Roth, SEP, SIMPLE, Inherited), 401k accounts held at NFS, 529 college savings plans, trust accounts, cash management accounts, and margin accounts. Each is linked with the same security architecture — no trading, no transfers, no changes to your Wealthscape settings.

Does Perplexity see my advisor's commentary or notes?

No. Wealthscape Investor's data feeds expose positions, transactions, balances, and statements — not internal advisor notes, financial plans, or commentary your advisor may have written about you in Streetscape or a separate planning tool. Truthifi only ingests the standard data fields exposed via Fidelity NFS's aggregator APIs.

How does Truthifi compare to other options?

How do I disconnect Perplexity from Truthifi?

Go to Perplexity Settings → Connectors → find Truthifi → Disconnect or Remove. You can also remove Truthifi from any Space that has it pinned. Finally, you can revoke access directly from Wealthscape Investor by signing in and visiting the connected applications section. Disconnecting won't affect your ChatGPT, Claude, or other AI connections.

Do I need a paid Perplexity plan?

Yes — Perplexity Pro at $20/mo or higher is required for custom MCP connectors and Spaces. The free tier cannot access the Truthifi connector. Perplexity Enterprise also supports MCP with additional admin controls.

Where is my Wealthscape Investor data stored?

Perplexity does not persist Wealthscape Investor data between conversations. Truthifi caches normalized data for performance, but raw credentials are never stored. Data flows directly to your active session, and once your conversation ends, no portfolio data remains in Perplexity's memory.

Does this replace my financial advisor?

No. Connecting Wealthscape through Truthifi does not replace your financial advisor at Raymond James, RBC, Stifel, Commonwealth, or wherever you hold the relationship. The platform offers data analysis, not advisory services. Perplexity supplements your advisor between meetings with portfolio insights drawn from your actual Wealthscape Investor positions and current market context.

What is Truthifi?

Truthifi serves as an independent financial data platform that enables you to connect Perplexity to financial accounts from over 18,000 US institutions — including every Wealthscape-linked broker-dealer. The service operates on a subscription model and does not sell data, earn commissions, or sell financial products.

Who can see my data?

No external parties can access your Wealthscape Investor data when using Perplexity for finance. Only Perplexity receives your data during active conversations, and Truthifi's subscription model never involves selling your information to third parties. Subject to Perplexity's privacy policy.

Can I connect both ChatGPT and Perplexity to my Wealthscape Investor account?

Yes. Each AI connection through Truthifi is independent. You can connect ChatGPT, Claude, Perplexity, Grok, and OpenClaw simultaneously to the same Wealthscape Investor accounts and revoke any individual connection without affecting the others.

What if my broker-dealer rebrands Wealthscape under its own name?

Some broker-dealers white-label Wealthscape Investor heavily — you may rarely see the "Wealthscape" name in your day-to-day login experience. Truthifi recognizes the underlying Fidelity NFS infrastructure regardless of the branding. If your aggregator search returns "Wealthscape Investor," "Fidelity NFS," "National Financial Services," or your broker-dealer's name, any of them route to the same connection.

Can Perplexity help with tax planning for my Wealthscape IRA distributions?

Perplexity can surface data relevant to IRA tax planning — RMD calculations, Roth conversion analysis, basis tracking on after-tax contributions, and estimated tax impact of distributions — and it can pull current IRS guidance and source citations alongside. But Perplexity is not a tax advisor and cannot file returns. Use it to model scenarios with cited sources, then take the analysis to your CPA or your broker-dealer's tax-aware planning team.

How is Wealthscape Investor different from Orion or Black Diamond?

Wealthscape Investor is a client portal provided by Fidelity NFS for clearing-firm clients. Orion and Black Diamond are performance reporting platforms that aggregate data across multiple custodians (including NFS, Pershing, Schwab, and others) for advisor reporting. Many advisors layer Orion or Black Diamond on top of Wealthscape data. See perplexity-orion if your advisor uses Orion as your client-facing report.

Continue learning

The Model Context Protocol (MCP) is the open standard that lets AI assistants like Perplexity connect to external data sources in a structured, read-only way. Truthifi exposes Wealthscape Investor data through an MCP server at https://api.truthifi.com/mcp, which Perplexity consumes as a custom connector inside a Space.

MCP API for Wealthscape Investor. Fidelity Clearing & Custody Solutions maintains a developer ecosystem through its Integration Xchange program, exposing custody, trading, and reporting endpoints for broker-dealers, RIAs, and approved fintech partners. The MCP API layer Truthifi provides sits one level above those raw APIs — it normalizes data across the BAA, Plaid, and Yodlee pathways (140 catalog rows in aggregate) into a single schema Perplexity can reason about and cite. This means you do not need API keys, OAuth tokens, or developer credentials of your own. You authorize once through Truthifi, and Perplexity can query your Wealthscape positions, transactions, and balances via standard MCP tool calls.

MCP Connector for Wealthscape Investor. The Truthifi MCP connector exposes Perplexity to a structured catalog of Wealthscape data: account list, holdings detail, transaction history, performance summaries, fee analysis, and tax-lot information. Each tool call is logged, scoped to your authorized accounts, and read-only. Perplexity cannot place trades, transfer cash, or modify your Wealthscape settings — the protocol itself prevents it.

MCP Integration for Wealthscape Investor across the AI ecosystem. Because MCP is an open protocol, the same Wealthscape connection works across every MCP-compatible AI assistant. Today that includes Perplexity, ChatGPT, Claude, Grok, and OpenClaw. As new agents adopt MCP, your existing Truthifi authorization extends automatically — no re-onboarding, no duplicate consent flows. This is the long-term value of the MCP integration path: one connection, many AI surfaces.

⚠️ Important note about AI accuracy Perplexity is a powerful tool, but it can make mistakes. Always verify important financial information independently — especially RMD calculations, tax estimates, and account balances. Consider sharing Perplexity's analysis with your broker-dealer advisor for a second opinion. Read Perplexity's terms of service →

• How to Ask AI About Your Real Investment Accounts

• How to Track Your Investments Like a Pro

• AI Portfolio Analysis: Expense Ratios, Asset Allocation & Retirement

• Are Your Financial Firms Working Together?

• Getting Everything in One Place

• The Fear of Linking Accounts

Informational only. Not financial advice. Consult a qualified financial advisor before making investment decisions. Truthifi is an independent platform and is not affiliated with Fidelity, National Financial Services, Fidelity Clearing & Custody Solutions, or any broker-dealer that uses the Wealthscape Investor portal. This guide reflects current product functionality as of June 2026.

About the author

Scott Blandford is Founder & CEO of Truthifi, where he leads the company’s vision for transparent, AI-powered financial intelligence. Before founding Truthifi, Scott spent 25+ years in financial services, including senior roles at Fidelity Investments, Merrill Lynch, Bank of America, and TIAA, building the data infrastructure that institutions rely on to manage wealth at scale. He writes about the technology reshaping how people connect with and understand their financial lives.

Reviewed by Mike Young, Head of Product at Truthifi. Mike has 20+ years building digital investment platforms at Merrill Lynch, TIAA, JP Morgan, and Vanguard.