SRM PROGRAM

SRM was created specifically for the investment advisor. It is similar to Schwab's OneSource Program, giving customers a chance to invest in a vast array of mutual funds without incurring fees. This program will allow you to attract more of your customers assets into consolidated, inexpensive, and comprehensive mutual fund advisory based accounts.

There are numerous benefits of the SRM program for the RIA:

• The opportunity to transact an aggregate of up to 25 mutual fund trades per account each year without incurring a ticket charge, comprised of the following:
  • 10 aggregate buy/sell
  • 15 aggregate exchanges
• Select from over 3,000 mutual funds including all the funds currently available at Fidelity Investment Advisor Group (FIAG).
• Rebalance your portfolio within the same family of mutual funds.
• Will allow you to consolidate all of your managed assets and commission only accounts on a single combined platform.
• One website to access all of your account information and one download to accommodate your portfolio performance software.
• Customer receives a consolidated statement.

You can view a list of all the products available in our SRM Product List. 

To get more information about our SRM program, read about the SSN Investment Advisory Services.