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FMAX delivers investment planning, portfolio construction, and plan execution, all on one platform.
- † Proposals are created for investors by the investment professional. It is the investment professional's responsibility to determine whether an investment is appropriate for an investor and their particular situation. FIWA is not involved in the preparation of the report.
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- Fidelity Institutional Wealth Adviser LLC ("FIWA")® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA is the sponsor of the Fidelity Managed Account XchangeŽ program ("FMAX" or the "Platform"). FMAX is a comprehensive wealth management platform consisting of advisory tools, programs and services, and investment products from Fidelity and other leading asset managers. Some services are provided by affiliated and unaffiliated 3rd parties. FMAX offers robust Fidelity service & support and a simplified client experience. FMAX provides investment advisory and platform services for a fee. FMAX is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC, Members NYSE, SIPC and National Financial Services LLC. The FMAX Platform is not a brokerage product.