Fidelity Institutional Wealth Services (FIWS) is our primary custodian. As custodian, Fidelity (through its subsidiaries National Financial Services and Fidelity Brokerage Services) holds client assets and provides trading, clearing, and account maintenance for The Investment Advisor Alliance.

AdvisorChannel.com is the online trading system developed and maintained by FIWS. It provides the base functionality you need to manage your business. Fidelity, through Advisor Channel, provides daily updates of your transactions, positions, and balances. And since it's internet-based, you can access your book from anywhere in the world and it can be launched through IAA's Direct Service Portal. In addition, if you have any technology-related questions, you'll have access to the Technology Services Department or assistance of IAA. When you log on to Advisor Channel you can:

• Review account positions, balances and history
• View consolidated displays of positions, balances and history for all accounts
• Trade securities in a block account* or individual client accounts
• Average price block executions*, when necessary
• Allocate block trades to client accounts*
• Receive news, charts and research
• Provide multiple levels of access to staff members
• Rebalance portfolios* by account or group to a model or simply put some cash to use
• Complete forms and applications online

To read more about Advisor Channel click here to view a brochure.

Through Fidelity's Managed Account Resources program advisors have access to separate account managers with minimums as low as $100,000. Managed Account Resources is powered by Envestnet and provide an institutional quality managed account solution.

Advisors can provide their clients access to view accounts at fidelity.com, the Fidelity retail website. Fidelity Institutional, in tandem with their retail brokerage, have given your clients the ability to view their positions, balances and account history online.

Fidelity and its subsidiaries are not affiliated with The Investment Advisor Alliance.
*Noted items are only available using the Advisor Channel software.




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Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2010 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Fidelity, TradePMR, Sterne, Agee, & Leach and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies wholly owned subsidiaries of Keeler Financial Services Holdings LLC.