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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.
529 College Savings Plan
Access top 529 plans and easily open, fund, trade, and maintain your clients' 529 plans in WealthscapeSM. 529 plans provide flexible tax-advantaged accounts designed specifically for education savings. Funds can be used to reimburse qualified education expenses for schools nationwide.
Alternative Investments
Fidelity supports the custody and asset servicing for over 4,000 non-exchange traded alternative investments, in both retirement and non-retirement accounts.
Annuities & Insurance
Financial Representatives 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.
Alternative Investment Education powered by Fidelity
Thought leadership and education materials developed for financial intermediaries to navigate the complex world of Alternative Investments.
Exchange-Traded Funds (ETFs)1
Wide access to the more than 3,100 exchange-traded funds available in the marketplace, with preferred pricing for trading a broad selection of ETFs from both BlackRock® and Fidelity.
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 ~18,000 fund & share class alternatives, from almost 600 companies — with more than 9,000 fund & share classes available without a transaction fee. You can also benefits from flexible pricing with Fidelity Advisor Funds, a family of 450+ funds available to investors through investment professionals.
Securities
Access a wide range of asset classes, including domestic and international equity, fixed-income, new issue, and syndicate offerings.
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 and Small Business Retirement Solutions
We offer a full range of retirement product to help you maximize your opportunity in today's retirement market place. Our range of individual retirement products includes traditional IRAs, Roth IRAs, rollover IRAs, and inherited IRAs. We offer products and tools to help support the company sponsored plans for small-business clients.
Health Savings Account (HSA)
Fidelity's HSA offering was developed to help individuals manage the high cost of healthcare. It lets you help your individual clients manage today's healthcare expenses and plan, save, and invest for future healthcare needs.
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.
- 1. As of August 1, 2023
- *Fidelity Charitable is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo, Fidelity, and GivingCentral are registered service marks, of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable.
- Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
- Before investing have your client consider the funds', variable investment products, or exchange traded products' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your client read it carefully.