Brokerage
WealthscapeSM advisor experience
Learn how our open-architecture brokerage platform delivers a world-class, connected experience for advisors.
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Open-architecture brokerage platform for all your clearing and custody needs
WealthscapeSM is designed to help registered investment advisors (RIAs), broker-dealers, banks, and family offices digitize their businesses. Users can access our WealthscapeSM brokerage platform anytime, anywhere via an adaptive browser or native app experience.
Fidelity solution
Turnkey solution through our WealthscapeSM platform
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Wealthscape offers digital end-to-end workflow with click-to-agree investor authorization. Instead of a fixed PDF, data is dynamically rendered to provide a clear picture of the account details to the investor.
Wealthscape offers integrated cash management, money movement, and payments.
- 24/7 check deposits through mobile
- Transaction alerts and limits
- First- and third-party transaction options
- Home office controls
You'll receive access to a wide range of flexible trading solutions across multiple asset classes with transparent pricing and industry-leading value
- Multiple ways to trade equities and options
- Institutional-grade fixed income solution through Fidelity Bond Beacon®
- Capital Markets committed to execution quality – every time you buy and sell
Boost our data-driven insights and intelligence across the platforms to automate reporting, identify opportunities, and get time back to focus on clients.
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Manage your clients’ accounts securely and efficiently from anywhere using the WealthscapeSM Mobile app. View positions, balances and activity, deposit checks and more.
Access to digital asset custody and execution service provided by Fidelity Digital Assets®.
Modular
Lead optimization through Catchlight
Catchlight uses powerful data, unique insights and pre-scripted actions driven by proprietary AI models to help advisors scale and grow.
Financial planning solutions through eMoney
Designed to help you move swiftly from planning to action, and to strengthen advisor and end-investor engagement.
Advisory Solutions through Fidelity Managed Account XChange (FMAX)
FMAX helps make portfolio construction and consultation easier with industry-leading investment vehicles and world-class consultants.
Build your own
A proprietary, firm-branded experience using Fidelity and third-party APIs
We have proven experience helping firms navigate the complex technology landscape.
Want to know more?
Let's talk about technology solutions for your business.
Screenshots are for illustrative purposes only.
WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services LLC ('FBS') and National Financial Services LLC ('NFS')
Fidelity Crypto® for Wealth Managers is a service of Fidelity Digital Assets. Accounts for custody and trading of digital assets are provided by Fidelity Digital Asset Services, LLC, a limited liability trust company chartered by the New York Department of Financial Services (NMLS ID 1773897). Brokerage services in support of securities trading are provided by Fidelity Brokerage Services LLC (“FBS”), and related custody services are provided by National Financial Services LLC (“NFS”), each a registered broker-dealer and member NYSE and SIPC.
Neither FBS nor NFS offer digital assets as a direct investment nor provide trading or custody services for such assets. Digital assets are not insured by the Federal Deposit Insurance Corporation or protected by the Securities Investor Protection Corporation (“SIPC”).
Fidelity Digital Assets, Fidelity Crypto, the Fidelity Digital Assets logo, and Wealthscape are service marks of FMR LLC.
Fidelity Bond Beacon® is made available to financial intermediaries including registered investment advisers, retirement plan administrators, banksand family offices on a non-discretionary basis by Fidelity Capital Markets, a division of National Financial Services LLC, Member NYSE, SIPC ("NFS"). The information presented in Fidelity BondBeacon® is for discussion and illustrative purposes only and is not investment, legal or tax advice, nor an offer or a solicitation to buy or sell any securities or services. NFS is not acting as a fiduciary or in an advisor capacity in providing the information herein or the information in Fidelity Bond Beacon®.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Fidelity Institutional Wealth Adviser LLC ("FIWA")® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA is the sponsor of the Fidelity Managed Account Xchange® program ("FMAX" or the "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. Some services are provided by affiliated and unaffiliated 3rd parties. FMAX offers robust Fidelity service & support and a simplified client experience. FMAX provides investment advisory and platform services for a fee. FMAX is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC, Members NYSE, SIPC and National Financial Services LLC. The FMAX Platform is not a brokerage product.
CatchlightSM is offered by Catchlight Insights LLC. This content does not constitute an offer or recommendation of any securities or investment, tax, legal or other advice. Catchlight does not endorse any investment adviser or provide advice or recommendations to any prospective or existing client of an investment adviser as to the selection or retention of that investment adviser. Catchlight and its affiliates are not responsible for the accuracy of any information provided or for the outcomes of any interactions with existing or prospective clients entered into in reliance on the information provided or for any securities or investment advice provided to any existing or prospective client.