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Offers personalized financial planning, investment management, and access to a range of financial specialists. The platform features an intuitive client portal for tracking investments, financial goals, and asset allocation.
More about Fidelity Investments
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
Fidelity's client portal routinely supports multi-factor authentication for account security according to help documentation and industry standards. | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
Fidelity supports biometric login (fingerprint, facial recognition) on its mobile app as stated in platform support documents. | |
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End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
Fidelity advertises end-to-end encryption for all client data transmitted via its website and mobile portal. | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
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Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
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Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
Fidelity offers user- and role-based permissions for family group and advisor access, supporting granular access control. | |
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Audit logging Records all user activities and changes within the portal for compliance purposes |
Fidelity maintains detailed audit logs for compliance and account security per regulatory requirements. | |
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Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
Features such as download controls and watermarked document downloads are included for data loss prevention. | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
Dedicated document vault is offered for sensitive documents, described as encrypted at rest and in transit. | |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
Fidelity Wealth Services adheres to several regulatory certifications including SOC 2 and GDPR compliance (per their security documentation). | |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
Fidelity uses suspicious activity monitoring and notifies clients of unusual attempts; fraud monitoring is a stated feature. | |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
Account creation and password reset processes enforce strong password requirements. |
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Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Live account and portfolio values are visible in the client portal, with updates reflecting market movements in near real-time. | |
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Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
Performance tracking versus various investment benchmarks and goals is a featured chart and reporting capability. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Asset allocation and interactive visualizations for tracking are provided in the dashboard. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
No information available | |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
The platform provides risk assessment tools including risk profile visualization and risk analytics. | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
Scenario modeling and what-if analysis are integrated for clients planning asset moves or cash withdrawals. | |
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Tax impact analysis Projection of tax implications for investment decisions |
Tax impact of investment actions is included with in-portal tax estimator tools. | |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
The system allows tracking alternative investments like private equity and real estate as custom assets. | |
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Currency conversion Ability to view portfolio in multiple currencies |
Users can view asset values and transactions in multiple currencies for global portfolios. | |
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ESG scoring Environmental, Social, and Governance metrics for investments |
No information available | |
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Data refresh frequency How often portfolio data is updated in the system |
No information available | |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
Comprehensive portfolio stress testing and hypothetical scenario analysis are included. | |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
Clients can define or select custom benchmarks for performance reporting. |
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Goal-based planning Tools to set, track, and adjust financial goals |
Goal-based planning tools are a core aspect; clients can create, track, and revise financial goals. | |
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Retirement planning Specialized tools for retirement income projection and planning |
Retirement planning modules are offered by Fidelity advisors and in digital tools as part of the client portal. | |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
The portal supports estate planning document uploads and integrates with estate planning services. | |
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Tax optimization strategies Features that provide tax planning insights and strategies |
Tax optimization reports and planning suggestions are included in digital advice features. | |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
Cash flow forecasting is enabled via planning tools, with projections for income/expenses/liquidity. | |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
No information available | |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
Charitable giving calculations and planning are embedded in the platform's goal/needs planning tools. | |
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Education funding planning Features for planning and tracking education savings goals |
Education funding calculations and planning are available through the integrated college planning tools. | |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
No information available | |
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Multi-generational planning Features that facilitate planning across multiple generations |
No information available | |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
Financial scenario comparison is supported in plan/modeling tools. | |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
Life event planning (marriage, child, inheritance, etc.) is embedded in the financial planning modules. |
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Secure messaging Encrypted communication channel between clients and advisors |
Secure messaging is built into the portal for client-advisor communications. | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
Portal supports scheduling and launching video conferences with advisors. | |
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Document sharing Ability to securely share and collaborate on documents |
Document sharing and secure collaboration are provided for advisor-client interaction. | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
Digital document signature is possible, through integrated solutions for account forms and agreements. | |
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Meeting scheduling Self-service appointment booking with wealth management team |
Clients can self-schedule meetings with their investment team via the client portal. | |
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Team directory Easy access to contact information for all wealth management team members |
Team directory and contact management are provided within the client portal. | |
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Notification preferences Customizable alerts and communication preferences |
Users can tailor notification preferences for portfolio changes, statements, meetings, etc. | |
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Activity feed Chronological display of account activities, communications, and updates |
An activity feed shows key client actions, transactions, and communication history. | |
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Family communication hub Tools for communication among family members about wealth matters |
No information available | |
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Advisory team response time Guaranteed response time for client inquiries |
No information available |
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Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
Extensive dashboard customization for arranging widgets and priorities is advertised as a client benefit. | |
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White-labeling options Ability to customize branding elements for family offices |
Branding can be provisioned for institutional and family office clients—white labeling is available. | |
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Custom reporting Ability to create personalized reports with selected data points |
Clients may create custom reports by selecting desired metrics and timeframes. | |
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Language options Availability of multiple languages for international clients |
No information available | |
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Personalized insights AI-driven personalized recommendations and observations |
AI-driven insights and personalized recommendations are included for investors. | |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
Users can set custom notification and alert thresholds on market changes and cash balance levels. | |
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Theme options Visual customization including dark mode and color schemes |
Dark mode and color themes are available for the website and mobile app. | |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
The portal is compatible with WCAG accessibility standards for accessible design. | |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
Users may create custom categories for assets, documents, and transactions. | |
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Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
Flexible data export options are available (PDF, CSV/Excel) for reports and statements. | |
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Custom benchmarks Ability to define custom performance benchmarks |
Custom performance benchmarks for account and portfolio comparison can be defined. |
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
Wire transfer initiation/approval is part of banking features for eligible accounts. | |
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Bill payment Integrated bill payment functionality |
Bill pay functionality is integrated in the portal for checking and brokerage accounts. | |
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Foreign currency transactions Support for transactions in multiple currencies |
Supports foreign currency transactions and holdings for international clients. | |
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Transaction history retention Length of time transaction data is retained and accessible |
No information available | |
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Transaction categorization Automatic and manual categorization of transactions |
Automatic and manual categorization of transactions is offered in the portal. | |
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Spending analysis Tools to analyze spending patterns and trends |
Spending insights and analytics are shown in the wealth and account portal. | |
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Transaction approval workflows Multi-level approval processes for large transactions |
Large/atypical transfers can be set to require approval workflows. | |
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Recurring transaction setup Ability to schedule regular payments or transfers |
Clients may set up recurring transfers and bill payments within banking features. | |
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Check deposit capabilities Remote check deposit functionality |
Mobile check deposit is supported in the Fidelity app. | |
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Credit and lending management Features to monitor and manage credit lines and loans |
Loan and credit monitoring tools for margin and lending are available for eligible clients. | |
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Transaction limits Customizable limits on transaction amounts |
Transaction limits can be defined per user/account in the wealth portal. | |
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Real-time transaction notification Immediate alerts for account transactions |
Real-time transaction notifications are sent via mobile and email alerts. |
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Secure document storage Encrypted storage for sensitive financial and legal documents |
Secure encrypted vault for document storage is included in the portal. | |
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Document categorization Ability to organize documents in folders or with tags |
Users can organize documents in folders; tagging is supported for document classification. | |
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Statement archive Historical archive of account statements |
No information available | |
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Document search capabilities Full-text search across stored documents |
Full-text document search is possible for uploaded and archived documents. | |
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Tax document organization Specialized handling of tax-related documents |
Tax documents are organized in a dedicated section of the portal for easier access. | |
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Document version control Tracking of document revisions and changes |
Document version history is tracked for some official account documents. | |
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Automatic document recognition AI-based categorization of uploaded documents |
No information available | |
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Document sharing permissions Granular control over who can access specific documents |
Document permissions can be set for family/advisors, allowing granular control. | |
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Document expiration tracking Notifications for documents that require renewal or updates |
Portal tracks expiring documents (e.g., KYC/identification expiration) and notifies clients. | |
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Bulk document upload Ability to upload multiple documents simultaneously |
Portal allows bulk document upload in the documents section. | |
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Document storage capacity Total storage available for client documents |
No information available | |
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Legal document templates Access to templates for common legal and financial documents |
Standard templates are offered for common estate and financial planning documents. |
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Native mobile app Dedicated mobile application optimized for smartphones |
Fidelity Wealth app is available and optimized for iOS/Android. | |
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Tablet optimization Interface specifically designed for tablet devices |
Tablet-specific views and optimizations are supported in the main app. | |
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Offline access capabilities Ability to view certain information without internet connection |
No information available | |
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Cross-browser compatibility Consistent functionality across major web browsers |
Major browsers (Chrome, Edge, Firefox, Safari) are supported with consistent experience. | |
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Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
Mobile app supports biometric authentication on compatible devices. | |
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Push notifications Mobile alerts for important account activities or updates |
Fidelity app supports push notifications for account activity. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
Mobile check deposit is a standard feature on Fidelity's mobile app. | |
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Mobile-specific security features Additional security measures for mobile access |
Increased mobile security features such as device lockout, trusted device management, and more are present. | |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
Account activity and device preferences sync seamlessly between mobile, tablet, and desktop portals. | |
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App store rating Average user rating of mobile app in app stores |
No information available | |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
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Team workspace Collaborative space for advisors and specialists serving the client |
Team workspace features allow advisors and specialists to collaborate within a secure environment. | |
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Client profile insights Comprehensive view of client preferences, history, and needs |
Advisor dashboards include detailed client profile insights and engagement history. | |
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CRM integration Connection with customer relationship management systems |
Integration with CRM platforms (e.g., Salesforce) is available to advisors. | |
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Task assignment Ability to assign and track tasks among team members |
Task assignment and tracking is part of the advisor portal feature set. | |
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Meeting notes sharing Tools to document and share client meeting notes |
Advisors can document meeting notes and share with clients via the portal. | |
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Client communication history Complete record of all client interactions |
Communication records for all client interactions are maintained and viewable by both client and advisor. | |
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Service-level tracking Monitoring of service quality and response times |
Service level response times and quality of service monitoring are provided for institutional clients. | |
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Expert network access Ability to bring in specialized expertise when needed |
No information available | |
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Client feedback tools Systems to collect and act on client satisfaction data |
No information available | |
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Team performance analytics Metrics on team effectiveness and client service |
No information available | |
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Referral tracking Tools to manage and track client referrals |
No information available | |
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Relationship depth metrics Indicators of client relationship strength and engagement |
No information available |
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External account aggregation Ability to pull in data from accounts at other institutions |
External account data aggregation is a standard feature for financial planning and consolidated view. | |
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Tax software integration Connection with tax preparation and planning tools |
Tax software integration with leading providers is supported for document transfer and pre-fill. | |
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Estate planning software integration Connection with specialized estate planning tools |
Fidelity offers integration with several estate planning software providers. | |
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Market data feeds Integration of real-time or near-real-time market information |
Market data feeds are continually updated and visible in all relevant applications. | |
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API availability Public APIs for custom integrations with other systems |
APIs are available for partner integrations and third-party application support. | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
Accounting software integration including downloads to Quicken, QuickBooks, and other standards. | |
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Real estate platform integration Connection with real estate management or valuation systems |
No information available | |
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Data export flexibility Ability to export data in multiple formats for use in other systems |
Data can be exported in several standard formats as needed by clients. | |
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Third-party document integration Ability to import documents from external sources |
Portal supports importing documents from external sources. | |
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Open banking compliance Adherence to open banking standards for data sharing |
Fidelity's platform supports and adheres to open banking standards per published compliance statements. | |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
Digital asset integration (cryptocurrency support and tracking) is available for eligible accounts. |
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