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.

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


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.

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.

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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 help simplify your clients' giving, help provide tax advantages, and help them give more to the causes they care about. Fidelity Charitable® can help you, too. Services to advisors include in-field charitable planning consultants, the Charitable Investment Advisor Program, continuing education and expertise in donating non-cash assets.

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