Fidelity Clearing & Custody Solutions®
Gain access to a holistic managed account retirement offering that includes: retirement planning, advice, and financial education basics — that can be integrated right into your recordkeeping system.
It's designed for participants who would benefit from greater personalization associated with managed accounts.
30+ years' experience offering advice to nearly 17 million participants.1
A few questions help get participants into the right solutions for their needs.
Retirement planning and advice complete with financial basics education.
Our offering can be available right through your website.
See how PAS-W makes it easy for participants to plan, invest, and stay on track with their retirement.
Why work with Fidelity? LEARN MORE