Real-time reporting
Access the data you need with a modern, cloud-based platform
Transparent pricing
No hidden fees, and in most cases, we waive DWAC fees¹
Fully integrated
Unified view into your Fidelity accounts with a single login
Client-focused
Highly-skilled, US-based support team with decades of experience
Processing at the speed of the internet, not postage
Access real-time reporting and comprehensive views of vested and locked up shares—all in one place. Use our secure, digital verification in lieu of time-consuming medallion guarantees, where applicable.
Access all your Fidelity accounts with one login
We seamlessly integrate with NetBenefits and Fidelity.com, offering a comprehensive view of retirement savings, brokerage, and registered stock accounts—at home or on-the-go with Fidelity’s mobile app.
Simple, supported onboarding
Our dedicated onboarding team does the heavy lifting by informing your shareholders and transferring records from your previous agent. Onboarding typically takes six hours over six weeks.