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Fidelity Managed Account XchangeSM (FMAX)
Focused on helping firms and financial representatives grow their advisory business.
Fidelity Managed Account XchangeSM (FMAX)*
Sponsored by Fidelity Institutional Wealth Adviser ("FIWA"), to help meet increased demands on advisory service providers, having a solution that can help you streamline your tech stack, enhance how you deliver investment advice to clients, while driving efficiency across your firm is more important than ever.
FMAX is a comprehensive wealth advisory platform that integrates planning, managed accounts, clearing and custody capabilities, and other third-party products and services—in one seamless solution—helping to deliver better client outcomes.
Fidelity led service and support
Helps you drive successful outcomes
- Comprehensive product, advisory and investment consulting
- Dedicated service and support teams
- Portfolio review and analysis services
Integration of leading planning, managed accounts and brokerage technologies
Enables efficient planning-to-action workflow
- Reduction of manual processes and administrative tasks allows you to focus on higher value activities
- Industry leading integrations with eMoney support a planning to action workflow, helping increase your efficiency
- Flexible architecture with multiple front doors: WealthscapeSM, eMoney, or other client specific portal
Simplified wealth advisory experience
Fidelity makes it easier to run fee-based businesses
- Single point of contact for all service and support inquires and issue resolution
- Streamlined contracting process
- Open architecture investment lineup† enables firms to "outsource" investment management to institutional asset managers or "in-source" investment management through delivery of their own proprietary investment solutions
- * FMAX is not a brokerage product
- † Investment lineup provided by affiliated and non-affiliated 3rd parties
FMAX Platform Overview
The tools, services, programs and investment products to help you drive successful outcomes
Some services are provided by affiliated and unaffiliated 3rd parties
† Proposals are created for investors by the investment professional. It is the investment professional's responsibility for determining whether an investment is appropriate for an investor and their particular situation. FIWA is not involved in the preparation of the report.
Streamlined, integrated workflow with the service and support to put your plan into action
Fidelity as single source for all service and support
Service
- Single resource for operational and platform questions
- Resolution of client inquires
- Dedicated FMAX team solely focused on advisory business
Advisor Consulting
- Consult on how to optimize FMAX in your practice
- Drive awareness of available investment solutions
- Dedicated Fidelity associates aligned by region
Investment Consulting
- Portfolio and allocation technique review
- Program structure review and manager mapping
- Custom support for larger client cases
Fidelity Model Portfolios are now available through FMAX
Learn MoreFidelity Model Portfolios are made available to financial intermediaries on a non-discretionary basis by FIAM LLC, a registered investment adviser, or by Fidelity Distributors Company LLC, a registered broker-dealer. Products presented are managed by the Fidelity Investments companies of FIAM LLC or FIAM Trust Company. FIAM products and services may be presented by Fidelity Distributors Company LLC, Fidelity Institutional Wealth Adviser LLC, or Fidelity Brokerage Services, LLC, Member NYSE, SIPC, each a non-exclusive financial intermediary that is affiliated with FIAM, or Fidelity Investments Canada ULC and FIL Limited, all of which are compensated for such services.
Related resources
- Fidelity Institutional Wealth Adviser LLC ("FIWA") is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. Fidelity Managed Account XchangeSM ("FMAX") is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYCE, SIPC. FMAX is not a brokerage product.
- eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.