Fixed Income Solutions

Fidelity Bond Beacon®

Bringing together the trading technology and investment experience from across Fidelity to deliver an institutional-grade fixed income solution for financial planning.

A simple way to navigate and manage your bond needs

Bond Beacon helps guide better outcomes by supporting intermediary bond trading and bond management from start to finish with seamless integration in WealthscapeSM, enhanced portfolio management tools, and institutional-grade liquidity.

  • Access to more bond offerings and market depth
  • Integrated live client holdings to help advisors stay on top of their entire book of bond business
  • Seamless workflow including portfolio construction, execution, pre- and post-trade monitoring, and client reporting
  • Risk modeling and conditional market scenarios, informed by Fidelity research and supported by machine learning
Easy access to advanced functionality

  • Search live markets, manage orders, and access advanced portfolio construction and portfolio management capabilities
  • Search holdings for upcoming redemptions, ratings changes, and other important information
  • View current yield table and yield curves from live offerings, sorted by product type and maturity.
  • Order status and request for quote (RFQ) activity

Advanced portfolio construction and management

  • Customized institutional-grade portfolio construction with pre-trade analytics that incorporate live market offerings
  • Enhanced risk management solutions to support self-directed portfolio construction and management
  • Scenario-based tail-risk-sensitive analysis provided by proprietary modeling informed by Fidelity's Asset Allocation Research Team (AART)
  • Easily execute on an entire portfolio at once
  • Create customized reports using live market offerings

WealthManagement.com Industry Award winner

Bond Beacon is the winner of the 2023 WealthManagement.com Industry Award in the Asset Management—Fixed Income category. The WealthManagement.com Industry Awards honor outstanding innovation and achievements by organizations serving the financial advisor community.

Technology
eMoney planning

A new integration between eMoney and Bond Beacon allows clients to seamlessly move from planning to action.

Learn more

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.

Screenshots are for illustrative purposes only.

Fidelity Bond Beacon® is made available to financial intermediaries including registered investment advisers, retirement plan administrators, banks and 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 Bond Beacon® 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®. The information is designed to be utilized by you solely as a resource, along with other potential sources, in providing advisory and brokerage services to your clients. You are solely responsible for determining whether the investment options and tools provided by Fidelity Bond Beacon® are appropriate and suitable for you to base a recommendation or provide advice to an end investor.

WealthscapeSM, an on-line brokerage portal offered by Fidelity Brokerage Services LLC ("FBS") and National Financial Services LLC ("NFS").

NFS does not have investment discretion and does not place trade orders for any of your clients' accounts.

Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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