Tax Information Center Homepage | Fidelity Institutional (2024)

FAQs

What is the name of Fidelity Institutional's FI platform for advisors? ›

A comprehensive wealth advisory platform, FMAX integrates planning, advisory tools, managed accounts, clearing and custody, and third-party products and services in one seamless solution.

After logging in to the site, Under "Account Type", click on the account and then click on "Tax Forms" tab. Select the tax year that you would like to view from the drop down and then click "View PDF".

Investment expertise. Client focus. We offer institutional investors a powerful combination of thoughtful research and institutional investment solutions, backed by our unwavering foundation of discipline, curiosity, and integrity.

Shares with the oldest acquisition date are sold first, regardless of cost basis. Shares purchased today are sold first. Once all lots purchased today have been sold, the disposal method reverts to First In First Out (FIFO). Shares with the most recent acquisition date are sold first, regardless of cost basis.

2024 America's Richest Families Net Worth

The Boston-based Johnson family owns 49% of mutual fund company Fidelity. The other 51% is owned by employees. Abigail Johnson is the third generation of the family to run the company. She took over from her father Edward "Ned" Johnson III in 2014.

When we act as an investment adviser, we are considered to have a fiduciary relationship with you and are held to legal standards under applicable federal and state securities laws.

Individual investors are individuals investing on their own behalf, and are also called retail investors. Institutional investors are large firms that invest money on behalf of others, and the group includes large organizations with professional analysts.

Investments that you entrust to our firm are placed in custody with Fidelity's clearing firm, National Financial Services LLC (“NFS”) — a Fidelity Investments broker-dealer and one of the largest clearing providers in the industry.

FMR LLC, doing business as Fidelity Institutional Asset Management, operates as a financial services corporation. The Company offers investment management, retirement options, brokerage, financial planning, and wealth management services. Fidelity Investments serves individuals and institutions worldwide.

After a trade is placed you will own the stock, exchange-traded fund, or option in 1 business day, depending on the security traded. If selling a security, you will also receive your money within 1 business day.

Can I sell all my stocks at once on Fidelity? ›

To sell all the shares you own of a particular security, on the Trade Stocks screen, in the Action pulldown menu, select Sell All Shares. Your order to Sell All Shares reflects only your current holdings for the security you selected—open or unexecuted buy orders for this security are not included.

Method implications: Because asset prices tend to rise over time, using FIFO as your cost basis method will have the oldest shares sold first, and those shares will often have the lowest cost basis. This means FIFO will generally result in higher capital gains being realized and potentially a larger tax liability.

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Fidelity's secure and easy-to-use award-winning app gives you access to a broad choice of investments, expert insights, and investing tools—helping you make smart decisions with your money.

Our full-featured platform that started it all. Download the system for real-time insights, dynamic visual analytics, and powerful trading tools.

Through a customized version of Oracle's Siebel CRM On Demand, Fidelity offers advisers with automatic data management.