With Fidelity Clearing & Custody Solutions®, finding your path begins with a consultative experience that helps us understand where you want to take your business. We'll help you think about your objectives, goals, and options, to identify the business model that fits your unique needs — and then work with you to determine what steps you should take.
With more than two decades of experience helping advisors transition to independence, we'll help you answer key questions to further define your destination — and what type of independent model is your best option.
- What does it mean to be an independent advisor, and what are my options?
- How do I get there, and what are the specific action steps?
- How can Fidelity help me every step of the way?