Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a clearer picture of what your clients own and where new opportunities may lie. Available at no additional cost, Fidelity Portfolio Quick Check allows for portfolio analysis of held or outside accounts. The data in the analysis can help to:
- Think holistically across the client’s portfolio
- Consider the role different asset classes will play going forward
- Discuss the suitable balance of risk and opportunity
Please click on any of the links below for more information.
- Sample Output
- User Guide – please note that you do not need to request access to Portfolio Quick Check. Your access has already been granted and turned on.
Please Note: You must include your securities disclosure by attaching an approved business card or other approved material when providing output to a customer. No other personalization (agency name, contact information) of the output is allowed.
TC123149(0921)1