Big enhancements are coming to Illuminations next week. While improved pricing and expanded capabilities matter, one of the most meaningful upgrades may be the one you don’t always see until you need it: enhanced, regionalized advisor support through Fidelity’s Managed Account Exchange (FMAX).
Introducing the FMAX Regional Support Model
With FMAX, advisors gain access to a dedicated, regionally aligned support team—designed to deliver faster responses, deeper consultation, and guidance tailored to your market and practice needs.
The FMAX Regional Support Map, now available to advisors, clearly outlines who supports you based on geography, including:
- Advisor Sales Field professionals
- Regional Advisor Sales Desk leadership
- FMAX Portfolio Strategists for model and portfolio consultation
- Enterprise-level specialists and internal consulting teams
Instead of navigating a general support queue, you’ll know exactly who your regional contacts are—and how to reach them.
New! Guided Choice Support: Personalization Without the Heavy Lift
Guided Choice is backed by dedicated portfolio and implementation support to help advisors confidently deliver customized UMA solutions. From model selection through ongoing oversight, the Guided Choice support model simplifies execution—so you can stay focused on client outcomes, not operational friction.
To learn more about Guided Choice, reach out to your regional FMAX Portfolio Strategist, found on the FMAX Regional Support Map.
What This Means for Your Practice
More Support, Right Where You Are
FMAX’s regional model connects you with professionals who understand your local market and advisor needs—backed by Fidelity’s field resources, Model Design & Consultation, streamlined workflows, and Portfolio Solutions expertise.
Faster, More Informed Guidance
Whether you’re evaluating models, building portfolios, or scaling advisory services, you’ll have direct access to specialists who help you move quickly and confidently.
A Stronger Advisor Experience
This isn’t just about service—it’s about partnership. The FMAX support structure is designed to grow with you, helping you deliver better client outcomes while operating more efficiently behind the scenes.
The Bottom Line
The transition to FMAX is about more than improved pricing and expanded capabilities—it’s about putting stronger support around your business.
With a clearly defined regional support structure, deeper portfolio expertise, and Fidelity’s institutional strength behind Illuminations, advisors gain a platform that doesn’t just keep up with the market—it helps you lead in it.
Review the FMAX Regional Support Map to identify your dedicated contacts and take full advantage of the resources available to you.
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