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Fidelity is your direct connection to a vast universe of comprehensive investment products, from fee-based solutions to retirement products and wealth management programs.
Access a wide range of asset classes, including domestic and international equity, fixed-income, new issue, and syndicate offerings.
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.
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.
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
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.
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)
The Fidelity HSA® 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.
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 financial representatives and recordkeepers new capabilities to grow their business while managing scale, risk, and efficiency.