Advisor Services - Get Started!
FideliTrade Incorporated offers different account arrangements to meet the needs of private banking, investment, trust and estate professionals.
Individual Investor Accounts
Account Features:
check Registered in your client's name
check Under your clients' control
check A limited power of attorney may be established for your company
Open an Investor Account:
check Please click here and choose the
form that best describes you.
Commercial Accounts
Account Features:
check Registered in your company's name
check Under your company's control
check Commercial accounts can be structured as a master omnibus account, or a master account with sub-accounts for each of your customers
Open a Commercial Account:
check Call (800) 223-1080 and speak with a FideliTrade representative to choose the services and accounting structure that works best for you

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