See how we can help you right now.
Visit i.Fidelity.com/maxvalueor call 800.735.3756.
*Fidelity’s iNTF program allows advisors to purchase institutional-class products with no transaction fees. Our offering includes over 190 fundfamilies, with approximately 3,110 mutual funds and growing.
†Fidelity Integration Xchange was recognized as the 2020 Model Wealth Manager: Product of the Year by Celent and the 2019 Best CustodianTechnology Program by the Wealthmanagement.com 2019 Industry Awards.
Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity BrokerageServices LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
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Zero commissionson stock, ETF, and options trades
Institutional no-transaction-fee platformthat eliminates transaction fees for participating mutual funds*
Commitment to private ownershipwith a focus on client needs and not shareholder returns
Award-winning tech integration storefrontproviding more than 200 fintech integrations†
In-house capital markets team focused on transparencyby disclosing execution quality using Financial Information Forum industry standards
Dedicated relationship managerfor every RIA client
The choice is clear.
While other custody providers merge,we stay focused on your business.
With our transparent pricing, timely insights and resources, and more than 70 yearsof perfecting the customer experience, Fidelity delivers the premium custody platformyour independent RIA business deserves: