Fidelity Online Resources

Visit these Fidelity sites for content, tools, and resources aligned to your business and area of interest.
Fidelity Institutional Asset Management (FIAM)
At Fidelity Institutional Asset Management®, our direct exposure to Fidelity Investments’ broad, intermediary, and institutional trends enables us to combine investment insights with actionable solutions you can put to work for your clients.
Fidelity Clearing & Custody Solutions (FCCS)
Fidelity Clearing & Custody Solutions® provides banks, broker-dealers, RIAs, family offices, and wealthy families the technology, thinking, and collaboration to help them achieve their unique goals.
Fidelity Family Office
Fidelity Family Office Services serves the sophisticated needs of single family offices, wealthy families, and the advisors who serve them. We provide custody, brokerage, investments, and reporting services. Clients choose to work with us because we are cost effective, deliver outstanding service, offer objective guidance, and access to institutional capabilities.
Fidelity Labs
At Fidelity Labs, we don’t accept the status quo. We’re debating, experimenting, researching, teaching, and collaborating on new ideas to help people live better financial lives.
Fidelity Charitable
Fidelity Charitable makes it easy for donors to leave a lasting impact through philanthropy—in particular, through our donor-advised fund, called the Giving Account. We have streamlined the process allowing donors to contribute many types of assets, and plan their giving more systematically, maximizing their generosity.

Please visit the new Growth Engines landing page to view videos of Mike Durbin’s talk on the state of the wealth management industry, his presentation slides, and a new article on climbing up the value stack, complete with advisor case studies.