Embedded

investing

Help customers save, spend, and invest within your ecosystem while expanding offerings and supporting long-term growth.

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Offer investing directly alongside existing customer experiences

Banks
Fintech
Credit Union
Employee Benefits
Loyalty and Rewards
Consumer Digital Platform
Wealth and Advisory
Financial Wellness Platform

Support a wide range of investing experiences

Self-directed investing

Allow customers to buy and sell stocks and ETFs through intuitive digital experiences.

Fractional investing

Lower barriers to entry with fractional share trading and recurring investment capabilities.

Managed investing

Support model
portfolios as well as guided and automated experiences.

Money movement

Enable real-time account funding, transfers, recurring deposits, and connected money movement workflows.

Portfolio visibility

Provide access to positions, balances, performance, transaction history, and account holdings.

Communications

Deliver statements, confirmations, tax, and regulatory documents through integrated workflows.

Power investing from the infrastructure up

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Brokerage, custody, and clearing in one platform

Access the core infrastructure required to support investing through a connected operating environment.

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Real-time account and transaction processing

Keep balances, positions, transactions, and trading activity synchronized across customer and operational workflows.

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Flexible integration options

Launch through APIs, event-driven architecture, embedded workflows, white-labeled experiences, and sandbox-enabled development environments.

Ready to get started?

Fidelity Center for Applied Technology LLC (FCAT®) provides innovative products, services, content and tools, as a service to its affiliates and as a subsidiary of FMR LLC. Based on input and feedback, FCAT is better able to engage in technology research and planning for the Fidelity family of companies. Unless otherwise indicated, the information and items presented are provided by FCAT and are not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or its affiliated companies. 1280507.2.0