About Fidelity Institutional

Dedicated to helping wealth management firms and institutions thrive.

With our industry and the world around us perpetually changing in unpredictable ways right now, your role in your clients' lives is more important than ever.

Backed by proven strength and stability and fueled by continuous innovation, Fidelity Institutional is ready to help you drive progress for your business, deliver even more value for your clients, and meet today's challenges head on.

“You have an excellent way to drown out the noise and provide what we need to help us help our clients. ” — Charter Oak Financial

We use our deep experience and the scale of Fidelity to help your business grow

Client-Focused Expertise

Deep expertise and high-touch service that empower firms to meet their clients' unique needs

Our award-winning client experience team1 is backed by 2,400 associates and 4,000 cross-company business partners committed to helping our clients succeed.

Industry-Leading Financial Solutions

Elegant investment, trading, and financing solutions at the intersection of trading, technology, and investment management

Innovative solutions including Fidelity Managed Accounts Xchange® (FMAX), Fidelity Bond BeaconSM, model portfolio solutions, and separately managed accounts—and a trading execution quality that was 35% better than the industry average in 2020.2

Flexible technology

Flexible platforms and seamless digital experiences that enable our clients to capture the value of digitization more easily

Privately held for 75 years, our multi-billion-dollar annual technology investment across the Fidelity enterprise allows us to invest in our clients' businesses throughout all market cycles.

Fidelity Institutional by the Numbers


13,500+ clients serviced, who oversee 70% of America's $55.6T in wealth3


$4.0T total assets under administration4


$968B total discretionary assets under management4


259K total average daily trades5


#1 in combined clearing and custody6

Explore our resources to learn more about FI

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