Axxcess finalizes Fidelity IWS custodial relationship


Axxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors.

Fidelity IWS allows clients to choose Fidelity as their custodian, and enables an existing Fidelity client to add third party TAMP and UMA services to their Fidelity account.

Axxcess is pleased to re-engage with Fidelity to provide a superior qualified plan platform for AxxcessLINK 401k clients and enable clients to leverage the Axxcess Platform for their portfolio management.

Final Notes

Fidelity is a leading custodian for registered investment advisors, direct clients, and retirement plans offering an extensive trading, custody, and retirement plan platform.