Welcome to Fidelity Institutional℠

We’re here to help you set your business apart from others—and to thrive—with our unique combination of client-focused expertise, industry-leading financial solutions, and flexible technology.
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Investment Products & Solutions

Comprehensive insights, proprietary research, a broad investment lineup, and diagnostic tools to help you meet your clients’ needs and keep your business thriving.

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Clearing & Custody Solutions

Technology, brokerage services, trading capabilities, and collaborations that help banks, broker-dealers, Registered Investment Advisors, family offices, and wealthy families achieve their goals.

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Capital Markets

Flexible trading solutions across multiple asset classes—including new issue and syndicate offerings—coupled with transparent pricing and industry-leading value.

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Fidelity Prime Services

A prime brokerage platform for hedge fund clients that includes access to one of the largest and most diverse captive pools of securities available for lending.

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Fidelity FundsNetwork®

An open-architecture platform offering investment products from leading asset managers to our individual and institutional retirement and brokerage clients.

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Fidelity Family Office Services

Comprehensive custody and investment services for the ultra-wealthy community, designed to meet their sophisticated and evolving needs.

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Featured Solutions to Help You Transform Your Business

You won’t find our extensive combination of products, technologies, and resources anywhere else. It’s all to help you take your business further.

Client-Focused Expertise

Insights & Research

From market commentary and investing ideas to financial planning and practice management topics, our timely insights and deep research help you stay ahead of the competition.

Practice Management & Consulting

Our programs, supported by a team of consultants, help you develop a plan that’s tailored to your business and grounded in timely insights and tools.

Industry Leading Financial Solutions

Portfolio Construction Solutions

Actionable insights and diagnostic tools you can use right now to help you build more effective portfolios.

Funds & Products

A broad choice of investment products and solutions, including mutual funds, ETFs, SMAs, and retirement plans, to support your clients’ evolving needs.

Flexible Technology

Wealth & Investment Management Platforms

Award-winning and customizable technology, including our Wealthscape℠ platform, gives you flexibility and access to a full suite of products—such as models and HSAs.

Fidelity Managed Account Xchange℠ (FMAX)

A comprehensive wealth advisory platform, FMAX integrates planning, advisory tools, managed accounts, clearing and custody, and third-party products and services in one seamless solution.

Use Our Future Map Framework

Join Mike Durbin, head of Fidelity Institutional, as he deconstructs the complicated world around us to create a framework for the future. Learn to leverage the forces of change in the wealth and investment management industry to help you drive exponential progress for your firm and deepen your relationships with clients.

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Investment Professionals We Serve

Advisors on the move, financial advisors, financial representatives, registered representatives, retirement advisors, Registered Investment Advisors (RIAs), institutional investors, consultants, liquidity managers, analysts, gatekeepers, and individual investors.

Businesses and Institutions We Serve

Broker-dealers, independent broker-dealers, wirehouses, registered investment advisors, banks, trusts, and family offices.

FI is number one in combined clearing and custody ranked by assets; Aite Group—New Realities in Wealth Management July 2018.

Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. 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 them, and 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.

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