Why advisors choose Fidelity
Discover how Fidelity helps you stay competitive, scale faster, and seek to deliver more value to clients.
Intuitive technology
Our platform is designed to drive efficiency, streamline onboarding, and support more seamless client experiences—so you can spend less time on administration and more time with clients.
Deep investment expertise
Access to our consultative expertise will help you navigate complexity, evaluate opportunities, and make informed decisions as your clients' needs evolve.
Holistic wealth management solutions
Fidelity’s breadth of businesses and resources gives you flexibility to address more complex client needs, uncover new opportunities, and adapt as your clients’ priorities change—backed by the strength and stability of a diversified organization.
The Fidelity advantage for advisors
Consultative service, innovative products and investment expertise are just a few of the reasons advisors choose Fidelity.
*According to a Fidelity 2025 blind brand health survey.
1. As of February 2026
2. StockBrokers.com 2025 Annual Awards, January 2025: Fidelity was ranked within top 5 overall out of 16 online brokers evaluated in the StockBrokers.com 2025 Annual Awards. Fidelity was also ranked "Best in Class" in the categories of Customer Service and High Net Worth Investors. Brokers were each assessed within seven primary categories: Range of Investments, Platforms & Tools, Research, Mobile Trading, Education, Ease of Use, and Overall.
A platform built to power growth
With 99% in‑good‑order results, our WealthscapeSM platform lowers costs, improves efficiency, accelerates onboarding and funding, and gives advisors more time to focus on building deeper client relationships from day one.
Source: Fidelity data as of March 2026. Custody WAO 99% IGO in 2025.
Screenshots are for illustrative purposes only.
Learn why advisors are choosing Fidelity as their custodian and how our platform, expertise, and scale are designed to help you grow efficiently and serve clients better—today and over the long term.
What our clients are saying
The money movement functionality seems to be the same among all custodians but it's the flexibility and service at Fidelity that make it superior.
The experiences of these customers may not be representative of the experiences of all customers and are not indicative of future success.
3. Best in Biz Awards, 2025.
4. Investor’s Business Daily®, January 2025: Best Online Brokers Special Report. Fidelity was named Best Overall Online Broker, and also first in Trade Execution Speed, Website Security, Equity Trading Platform, Customer Service, Site Performance, Incentives/Discounts/Pricing, Availability Of Account Types, Choices For Cash Management, and Educational Resources. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 409 respondents. The survey was conducted by Investor’s Business Daily’s polling partner, TechnoMetrica Market Intelligence. © Investor’s Business Daily, Inc. All rights reserved.
5. Investor's Business Daily identified "Best HSA For 2026" out of 13 HSA providers based on fees, account features, investing options, and savings rates, as of November 14, 2025.
6. Investor’s Business Daily®, September 2024: IBD'sInvestor's Business Daily®, September 2024: Most Trusted Financial Companies Survey. Fidelity earned the No. 1 overall rating in all three investing categories of ETF/fund companies, online brokers, and wealth management. Fidelity was also rated first in Quality, Customer Service, and Confidence in management. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 5,000 respondents. © Investor's Business Daily, Inc. All rights reserved.0 Most Trusted Financial Companies
Past performance is no guarantee of future results.
A legacy of stability. A future built for advisors.
From platform design to investment stewardship, Fidelity’s scale and heritage create confidence for both advisors and their clients.
WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS').
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the FidelityInvestments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.