Fee-Based Programs
We let you outsource a fee-based program through third-party providers or leverage our individual services to support your own product.

Retirement Products and Programs
Our comprehensive line of Premiere Select^® products and selling tools help maximize your opportunity in this market.

Annuity Management Program^SM
Take advantage of any or all of the features you select for your annuity platform. We can help you process transactions, manage your annuity postings and facilitate commission activities.

Asset Management Accounts
We offer robust asset management solutions, combining a brokerage account with cash management features.

Margin Borrowing
The ability to establish a margin account is a valuable option that can help your customers leverage their purchasing power.

Mutual Fund Solutions
We provide access to one of the industry's broadest arrays of mutual funds and Fidelity's investment management expertise.