Fidelity Clearing & Custody Solutions

Fidelity Managed Account Xchange® Guided Tour

Fidelity Managed Account Xchange®(“FMAX”) The evolution of Fidelity's wealthSponsored by Fidelity InstitutionalWealth Adviser LLC ("FIWA")management platformINTEGRATED TECHNOLOGYReduces manual processesand helps drive efficiencySTREAMLINED END TOEND SOLUTIONFull planning-to-action workflowFIDELITY SERVICEAND SUPPORTHelps investment professionals drive successful outcomesSTART TOUR >
Fidelity AMP

Multiple Entry Points

  • Launch FMAX directly from eMoney Advisor LLC or WealthscapeSM
  • Single Sign-on across platforms
  • Client information can be transferred throughout the platform helping to drive efficiency and avoid manual processes
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FMAX Desktop

  • Highly customizable - create multiple layouts matching your business and workflow
  • Keep on top of your business with integrated alerts
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FMAX Research Center

  • Access to a Fidelity curated open architecture investment lineup
  • Choose from a broad range of FSPs, SMAs and UMAs as well as mutual funds and ETFs from Fidelity and 3rd party investment managers.
  • Quickly identify and compare solutions with filters and tools
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FMAX Portfolio Construction

  • Support for self-serve construction of risk-based, asset-allocated portfolios
  • Use models to scale your business helping drive efficiencies across accounts with similar risk tolerances
  • Easily integrate into proposal tool and account trading workflows
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FMAX Proposal Tool

  • Eliminate manual data entry into multiple systems using client data pre-fill (For clients with approved eMoney or Fidelity Brokerage accounts.)
  • Helps drive efficiency and reduce potential errors
  • Integrated with Fidelity Brokerage Account Opening Tool to provide an end-to-end digital on boarding experience
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FMAX Proposal Tool

  • Locate investments which align to your clients risk and apply directly into proposal
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FMAX Proposal Tool Fees

  • Set fee schedule for automated billing
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FMAX Proposal Tool Paperwork

  • Create professional client proposals
  • Generate necessary paperwork
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FMAX Proposal Tool Paperwork Integration with Account Opening

  • Initiate account set-up, delivery of paperwork, and eSignature process
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FMAX Trade Processing

  • Execute trades directly on the platform
  • Helps to reduce manual processes and spreadsheet tracking
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FMAX Trade Review

  • Review trades and make adjustments
  • Submit trades directly to the custodian for processing
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FMAX Reporting

  • On-demand online reporting
  • Personalized reporting templates including white-labeling and content field selection
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FMAX Quarterly Reporting

  • Automatically generates and posts Quarterly Performance Reports
  • Client can access reports with a fidelity.com login or via the eMoney Vault
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FMAX Fee Billing

  • Fee billing centralized directly on platform
  • Administration and processing of fees all handled by Fidelity
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FMAX Service Center

  • Review accounts and make adjustments
  • Update client risk tolerance, investment manager selection, and fee billing setup
  • Integrates with WealthscapeSM Integrated Cashiering Platform for money movement
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Get the most out of FMAXFidelity as single source for service and supportDeployment•  Platform configuration and entitlementTraining•  Platform features and workflow education•  Ongoing support for platform enhancementsService•  Resolution of client inquires around billing, trading, performance, configurations and platform navigationFMAX Advisor Consulting•  Provide best practices on how to leverage FMAXto meet the needs of their practice•  Drive awareness of the FMAX investment productsand solutionsInvestment Consulting•  Portfolio and allocation technique review•  Program structure review and manager mapping
    Fidelity Managed Account Xchange® Guided Tour

    This demonstration ('demo') illustrates features of the Fidelity Managed Account Xchange® ("FMAX") wealth management 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. FMAX is offered by Fidelity Institutional Wealth Adviser LLC, a U.S. registered investment adviser and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. The demo uses hypothetical information that is not current and should not be relied on for your investment decisions. Any companies, trading symbols, or mutual funds mentioned are provided for illustrative purposes and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Actual information provided might be outdated and should not be relied on as accurate. Screen images may differ from actual screens in the product. Customer names, account numbers, and the positions held in the accounts are hypothetical and used solely for illustrative purposes. All screenshots are for illustrative purposes only.

    FMAX is not a brokerage product

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    Past performance is no guarantee of future results.

    Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client?s individual situation and reach out to an investment professional, if applicable.

    The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker-dealers as a collective term.