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Solutions
Advisory solutions
Comprehensive advisory solutions designed to support your business and empower you to serve more investors with confidence. From enterprise-level capabilities to tools that can enhance your day-to-day practice, we’re here to help you grow and deliver greater value to your clients.
Fidelity Managed Account Xchange® (FMAX)
Discover how our comprehensive wealth management platform combines access to Fidelity and third-party investment managers, planning tools, and technologies to create a simplified wealth advisory experience.
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Separate account network
Gain access to institutional investment managers who provide active portfolio management design to help meet their firms' needs, including greater tax* efficiency and control over their investments.
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Investments & portfolio construction
Manage client portfolios—and relationships—with greater efficiency and impact. Tap into a broad universe of portfolio construction solutions, investment products, and innovative strategies designed to help you deliver more value, more confidently.
Trading & capital markets
Gain a competitive advantage with Fidelity Capital Markets® through sophisticated investment strategies and integrated solutions.
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*Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
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