Overview

Automatically open Fidelity custodial accounts and sync client information.

What you need

• An active Feathery account and form

Background

Fidelity Investments is a financial services corporation offering a wide range of investment options, retirement planning, wealth management services, trading and brokerage services, and a host of other financial products and services to individuals and institutional clients.

Custodial account openings on platforms like Fidelity allow wealth managers and advisors to open investment accounts for clients. These accounts are managed by the custodian to save for the client's future expenses, like retirement or other significant life events, while potentially growing the investments over time.

Benefits

Using Fidelity Investments offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs, along with comprehensive financial planning and advisory services. Benefits include access to extensive research, advanced trading platforms, and competitive pricing structures. Fidelity is known for its customer-focused approach, providing valuable resources and tools for both novice and experienced investors to make informed decisions and manage their investments effectively.

Considerations

Before using Fidelity, consider your investment needs and goals to ensure they align with Fidelity's offerings. Assess the fees, account types, and range of investment options available. Also, consider the level of customer service and advisory support you require, as well as your comfort with using digital platforms for investment management.