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Fidelity Alliance Network
Access discounts and special offers on products and services from a curated list of providers experienced in the wealth management industry, as well as discounts and special offers for your clients. Offers fall under the pages listed below.
End-Investor Offers
Add value to your service model by helping your clients navigate key life events and address important financial areas.
| Service Provider | Discount | Contact Information | |
|---|---|---|---|
| FinteractSM Talk to your peers about navigating client life events and adding service model value |
Complimentary for financial advisors and those who support in-firm efforts (e.g., compliance, HR, marketing, and service) | Community Managers sayhello@finteract.net finteract.net |
|
| Caregiving | |||
| Alska Comprehensive online tools for caregivers |
Discounted monthly rate and free 30-day trial | alska.com/caregiving | |
| Wellthy Dedicated care coordinator services |
10% discount | wellthy.com/fi-users | |
| College Planning | |||
| CollegeWise College admission counseling |
10% discount | collegewise.com/23850/referral | |
| Credible® Private student loan origination and refinancing |
$750 bonus if clients refinance through Credible using the special URL listed (eligibility varies by state*) | credible.com/a/fialliance | |
| Fastweb Scholarships and financial aid |
Free service | fastweb.com | |
| Kaplan ACT and SAT college test preparation |
Discounted rates | kaptest.com/partner/fidelity | |
| Niche® College reviews and rankings |
Free service | niche.com | |
| Financial Literacy Education | |||
| Centsables Financial literacy resources for all ages |
25% discount | Samantha Noah samantha@centsables.com 631-547-6200 x340 centsablesfinlit.com |
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| Fynancial White-labeled app to serve next-gen investors |
25%-30% discount | Tom Fields tom@fynancial.com 859-496-5630 fynancial.com |
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| Zogo Financial literacy app that empowers and rewards next-gen investors |
Discounted rates | Madelyn Winchester madelyn.winchester@zogofinance.com 561-632-6570 zogo.com |
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| Identity Theft Protection | |||
| EverSafe® Financial account monitoring and identity theft protection for seniors and their families |
Free one-year account for advisors 20% discount for end investors |
Liz Loewy advisors@eversafe.com 888-575-3837 x702 eversafe.com/fidelity-advisor |
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| IDnotify Identity theft protection |
40% discount | idnotify.com/idprotectplans?RTN=90000244&EID_LOB=FIDA | |
| Mortgages | |||
| U.S. Bank National Association |
Take 0.25% off a new first mortgage loan amount and deduct it from the closing costs, up to a maximum of $1,000. | 866-950-2921 |
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| Online Estate Documents | |||
| Trust & Will | Free access to advisor platform 10% discount for end investors (discount code: Fidelity) |
Andres Mazabel andres@trustandwill.com 858-382-9114 trustandwill.com/advisors |
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| Online Notary Services | |||
| NotaryCam | One option for notary services online | notarycam.com/fialliance | |
| Online Tax Preparation Services | |||
| EY TaxChat TurboTax |
$30 discount on EY TaxChat™ (discount code: FIALLIANCE30) 20% discount on TurboTax® |
taxchatmedia.ey.com turbotax.intuit.com/affiliate/fccsdiscount |
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- For investment professional and institutional investor use only. Not for distribution to the public as sales material in any form.
- Software products are provided as a convenience to you and your customers, and Fidelity Investments® bears no responsibility for the use of, and output associated with, such products. The information and products made available to you and your customers are not intended to be, and should not be construed as, legal or tax advice or a legal opinion. Fidelity does not provide legal or tax advice. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your or your customers' use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your or your customers' specific situation.
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- Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2024. Discount applies to TurboTax federal products only. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
- When appropriate, Fidelity may work with third-party providers to offer business development and practice management solutions to Fidelity clients. The third-party vendors offering these business development solutions to Fidelity clients may not be the only vendors that provide products and services of this kind. Fidelity clients should conduct their own independent due diligence before engaging a vendor and determine whether the particular vendor, and the particular products and/or services offered by the vendor, are right for them. Fidelity clients deciding to employ the services of, or purchase products offered by, a vendor introduced by Fidelity will be required to work directly with the vendor. Fidelity is not a party to any business or contractual relationship between the vendor and Fidelity clients, and all matters relating to such relationships are strictly between the vendor and the applicable Fidelity client.
- FinteractSM is an affiliated service provided outside of Fidelity broker-dealers. For more information, reference Finteract's disclosure.
- The content provided and maintained by any third-party Web site is not owned or controlled by Fidelity and is subject to change. Fidelity takes no responsibility whatsoever nor in any way endorses any such content. There is no form of legal partnership, agency, affiliation, or similar relationship among an investment professional, the third-party service providers, and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity can offer no assurances that the discounted rates provided to you by the alliance providers are the lowest possible rates available in the marketplace.
- Third-party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.
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- *Residents of California, Connecticut, Louisiana, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, North Dakota, Ohio, Pennsylvania, Rhode Island, Tennessee, Washington, DC, West Virginia, Wisconsin, and Vermont are not eligible for the Credible bonus.
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