The integration will let advisors go straight from financial planning to account opening, funding and trading without having to log-in to a separate tool. The Total Advisor platform will provide the company 's clients , broker - dealers , banks and family offices with access to Fidelity 's proprietary tools , third party vendors and data from multiple custodians via a single platform .
The Total Advisor platform will provide the company 's clients , broker - dealers , banks and family offices with access to Fidelity 's proprietary tools , third party vendors and data from multiple custodians via a single platform .