Fidelity Clearing & Custody Solutions

Fidelity AMP Guided Tour

Fidelity AMP

Defining Investors' goals

First, investors are guided through a brief form that shares basic information.

Goal planning

Investors input information relevant to the goal selected.

Goal planning — Tips

Tips for helping investors meet their goals appear on screen.

Investor profile questionnaire

Next, investors complete a questionnaire used by their firm to assess their risk tolerance and map them into a recommended investment strategy.

Strategy recommendation

Then, investors review their strategy recommendation, and data visuals show how saving more could impact their portfolio's value over time.

Account opening

Now, investors are guided through a streamlined account opening process.

eSignature

Investors eSign new account application. Firms can add their own documents or disclosures for eSignature.

Transfer of assets or money movement

Investors may electronically transfer funds from their bank or initiate a transfer of assets from an outside source.

Account overview

Investors can access the eMoney investor portal, where they can aggregate other accounts or assets, use planning tools, and track spending and budgets.

eMoney vault

Investors also have access to Fidelity documents like statements, confirms, and tax documents in the Vault.

View portfolio performance

Lastly, advisors and investors can access WealthscapeSM Performance Measurement in eMoney to view account and portfolio performance, benchmarks, and risk indicators.

    For more information about Fidelity AMP, please contact your Fidelity Representative or call 866-403-7283.

    eMoney Advisor LLC, is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.

    For more information about Fidelity AMP, please contact your Fidelity Representative or call 866-403-7283.

    eMoney Advisor LLC, is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.

     
     

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