Investment & Retirement Products

Tap into a leading source of investment and retirement products that are designed to help meet the unique needs of our clients and deliver the best that Fidelity has to offer.

Investment Products

Fidelity is your direct connection to a vast universe of comprehensive investment products, from fee-based solutions to retirement products and wealth management programs.

Securities
Access a wide range of asset classes, including domestic and international equity, fixed-income, new issue, and syndicate offerings.

Mutual Funds1
Choose from thousands of Fidelity and non-Fidelity funds to help you meet your clients' unique investment objectives. Our open architecture funds network has 6,000+ funds, from almost 600 companies, with over 18,000 share class alternatives — over 9,000 offering no transaction fees. You can also benefit from flexible pricing with Fidelity Advisor® Funds, a family of 100+ funds available to investors through investment professionals.

Exchange-Traded Funds (ETFs)1
Wide access to the more than 1,900 exchange-traded funds available in the marketplace, with preferred pricing for trading a broad selection of ETFs from both BlackRock® and Fidelity.

Alternative Investments
Choose from more than 3,000 liquid and illiquid products in the Alternative Investments Program. With our strategic alliances, you have access to leading products, investment research, and due diligence.

Annuities & Insurance
Advisors with clients looking for additional retirement savings beyond a 401(k) or IRA can take advantage of a tax-deferred variable annuity, while those with clients in or near retirement can explore fixed income annuities to provide a steady stream of income in retirement.

Broker-dealer clients have access to our open architecture Annuity Management Program to effectively process and manage annuity transactions, commissions, and postings.

Retirement

Expanding your business into retirement planning can help you diversify your revenue stream, potentially maintain steady income, and help deepen existing client relationships. As one of the world's largest providers of financial services, we are uniquely positioned to help you explore these options.

Individual Retirement Products
Our individual retirement product suite offers you competitive products and tools to help you maximize your opportunity in today's retirement marketplace. Our range of individual retirement products includes traditional IRAs, Roth IRAs, rollover IRAs, and inherited IRAs.

Small-Business Retirement Plan Options
We provide products and tools to help support the company-sponsored plans that you and your small-business clients determine are most appropriate.

Fidelity® Portfolio Advisory Service at Work
Managed accounts are growing in popularity as financial wellness and retirement readiness are top of mind. Fidelity's PAS-W service allows retirement advisors and recordkeepers new capabilities to grow their business while managing scale, risk, and efficiency.

Cash and Lending Solutions

Fidelity provides clients with access to key cash management and lending solutions for high-net-worth and ultra-high-net-worth clients. Our sweep feature is designed to keep cash invested and working for your clients. Additionally, a selection of Government and Treasury money market funds are available as core sweep vehicles in your clients' brokerage accounts.

Cash Management Tools
Your clients can take advantage of debit and credit cards, bill payment, checkwriting, electronic funds transfer, and remote check deposit.

Lending
We offer access to both bank- and brokerage-based lending products. These offerings are designed to help your clients leverage their investment portfolios to obtain credit for personal, business, or securities purchases. Our range of lending solutions includes margin, non-purpose loans, and collateral accounts.

Wealth Management

Fidelity has been integrating solutions to meet the complex needs of high-net-worth and ultra-high-net-worth clients for more than 10 years.

Personal Trust

Our Personal Trust Services program helps to ensure a seamless generational transfer of wealth for your clients. It's integrated with Fidelity's WealthscapeSM platform, providing a convenient way to offer trustee services while maintaining investment management responsibilities for your clients' assets.

Learn more

Corporate Executive Services
We're well equipped to help you provide your clients with corporate executive services, including:
  • Custody of and services around restricted stock, including trade execution, margin borrowing, and processing
  • Structured equity products for hedging and monetization of concentrated stock positions
  • Donor-advised funds, for charitable giving
Fidelity Charitable®

The Fidelity Charitable® Giving Account® is a donor-advised fund that can simplify your clients' giving, provide significant tax advantages and help them give more to the causes they care about. Fidelity Charitable® can help you, too. Leverage a national network of charitable planning experts and a Charitable Planning Practice Management program to take your financial guidance to the next level.*

Learn more

 
 

There was an issue with your input

 
 
 

Please confirm