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Fidelity Managed Account Xchange® (FMAX)Request a consult Download a fact sheet
The missing link connecting investment planning to execution
Fidelity Managed Account Xchange® is designed to enhance the ways you deliver investment advice, and drive efficiency across your firm to help you grow your business. It's one of the only open architecture investment platforms that provides industry-leading investment vehicles matched with access to world-class consultants who can help with research and due diligence. For financial advisors, the FMAX wealth management platform could be the missing link they need to connect investment planning to portfolio construction to execution.
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. Fidelity Managed Account Xchange® ("FMAX") is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYSE, SIPC. FMAX provides investment advisory and platform services for a fee. 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.