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Fidelity Managed Account XchangeSM (FMAX)
Focused on helping firms and financial representatives grow their advisory business.
Simplified experience, service, and support
Fidelity's unified experience takes the complexity out of contracting, pricing, investment selection, and day-to-day running of your advisory business.
Integration of planning, managed accounts, and brokerage technologies—driving efficiency and saving you time.
Advisory and investment consulting
Proprietary research, customized portfolio guidance, and advisory services—to help financial professionals drive better client outcomes.
- * FMAX is not a brokerage product
- 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.