Fidelity Institutional Wealth Services®

Our recommended provider of custodial and brokerage services is Fidelity Institutional Wealth Services®, a leading service provider to Registered Investment Advisors, Trust Institutions and Third-Party Administrators.

Through the Fidelity Institutional Wealth Services® Wealthscape™ platform, IWM has access to a wide range of investment products and tools for use in managing clients’ investments. The platform also provides our clients with full access to the support of Fidelity Investments. Through our relationship with Fidelity Institutional Wealth Services®, you can receive simplified, consolidated statements each month reflecting all your investment positions and transactions in your Fidelity Investments® brokerage account(s).

Fidelity Investments is an independent company, unaffiliated with Integrity Wealth Management, LLC. Fidelity Investments is a service provider to Integrity Wealth Management, LLC. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Integrity Wealth Management, LLC and does not guarantee or assume any responsibility for its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
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