Client Commission Management Programs

Fidelity Capital Markets' (FCM) Client Commission Management Programs provides the strength of Fidelity's balance sheet, streamlined administration, reconciliation, accounting, and invoicing processes, which can help maximize the value of your relationship with Fidelity.

Advantages

  • Fidelity's abundant liquidity.
  • Utilize our efficient process.
  • Rely on an industry leader.
Client Commission Programs

While seeking best execution, you may elect to trade with FCM and agree to have a portion of the generated commission allocated towards third-party research and brokerage services. The services must be deemed by the advisor to be eligible within the SEC's 28(e) safe harbor regulation.

Flexible access to an array of products and services

You get the convenience of managing your commissions in one place while gaining access to a wide range of research and brokerage products. Fidelity Capital Markets maintains a comprehensive list of service providers, which include investment analysis, portfolio analytics, fundamental and technical research, portfolio modeling, and investment strategy software. Client Commission Management Web access

Client Commission Management Website

Client Commission Management Website

Fidelity Capital Markets' Client Commission Management Program offers a web based portal where clients can access statements, view pending invoices, reconcile trade data, view account history and initiate payment for qualifying research and brokerage services. Some of the features include:

  • Dynamic account reporting
  • Search technology
  • Automated trade reconciliation
  • Easy access to trade statements
client commission management site

If you are not currently a client and would like to learn more about FCM's Client Commission Management Program, or for a demonstration of our site, please contact a Fidelity Representative at 1.800.526.3303.

If you have trouble logging in, please call us at 1.800.526.3303 and one of our client service representatives will be happy to assist you.

For more information on Client Commission Management, contact a Fidelity Representative.

800.526.3303

 
 

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