Brokerage Products

Superior Products

Independence starts with the most comprehensive set of tools. Designed to help you meet the unique needs of your clients, we give you the keys to a wide range of industry-best investment products and services.

We offer our partners the broadest selection of investment products available in the industry.

Click to see the Account Registration Types we support

We support all account registration types, including:

Individual  •  Corporate  •  Trust  •  Joint  •  IRA  •  401K  •  529 College Savings Plan  •  HSA

Need to support additional account types?

Contact us and let us know how we can help you serve your clients better.

Securities • Mutual Funds • Exchange Traded Funds (ETFs)

Access an agile set of asset classes, including domestic and international equity, fixed-income, new issue, and syndicate offerings.

Meet your clients’ investment objectives with access to 6,000+ funds. Our open architecture network encompasses nearly 600 companies, with over 18,000 share class alternatives. Take advantage of Fidelity Advisor® Funds, a family of 100+ funds available to investors through investment professionals.

Enjoy a broad selection from BlackRock® and Fidelity, along with access to over 1,900 exchange-traded funds.

Alternative Investments

Our platform offers the Alternative Investments Program, where you have access to leading products, investment research, and due diligence.

Annuities & Insurance

Excel at retirement options beyond a 401(k) or IRA with a tax-deferred variable annuity. For clients already in or nearing retirement, explore fixed income annuities to provide a steady stream of income throughout retirement.

Cash & Lending Solutions

Keep cash invested and working for your clients with our innovative sweep features.

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Cash Management Tools

Your clients can take advantage of debit and credit cards, bill payment, check writing, electronic funds transfer, and remote check deposit. Key cash management and lending solutions are also available to your high-net-worth clients.

Lending

Provide your clients the opportunity to leverage their investment portfolios to obtain credit for personal, business or securities purchases. Our range of lending solutions includes margin, non-purpose loans, and collateral accounts with access to both bank—and brokerage—based lending products.