Fidelity Clearing & Custody Solutions

Fidelity AMP Guided Tour

Fidelity AMPCodeveloped with eMoney®A planning-led, custom built solution forfirms and advisorsSTART TOUR >INTEGRATEDEnsures a streamlinedexperienceFLEXIBLEGives advisors and firmsmaximum controlFUTURE-READYServes emerging segmentsmore efficiently
Fidelity AMP

Defining Investors' goals

Investors are guided through a brief form that shares basic information to get started.

Goal planning

Investors input information about their financial situation.

Goal planning — Tips

Tips appear on the screen and suggest how they might improve their goals, similar to an advisor interaction.

Investor profile questionnaire

Next, investors complete an investor profile questionnaire. The firm configures the questionnaire and assesses the risk scoring, which informs the appropriate 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 in the virtual envelope.

Transfer of assets or money movement

Investors may electronically transfer funds from their bank or other brokerage accounts in order to fund the account.

Account overview

Investors have full access to 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

Both advisors and investors can access WealthscapeSM Performance Measurement in eMoney. They can 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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