Get More From Your Fidelity Account

Use Qplum's A.I. portfolios to invest your money held at Fidelity.


Investment Advice | Active Risk Management | All-In-One Fee

Your Account Stays With Your Broker

Now you can access our data-driven, machine learning trading strategies in your existing account. No need to transfer account to another broker - Your account stays where it is! We fully manage your account and you only pay a flat fee of 0.50% of your Assets Under Management per annum. No hidden costs. We promise!

No Account Transfer feeNo Hidden CostsFlat Fees

The Power of Investment Strategies

Active Trading & Alpha

Most automatic investment platforms and Robo-advisors stick to passively managed buy-and-hold "Beta" strategies which follow an index like the S&P500. qplum trades actively and aims to generate "Alpha" or market-independent returns.

Risk Management

Our portfolios come with in-built risk managers. They de-allocate capital in stages when markets go down, protecting you from crashes. This is completely automated, leaving no room for human error.

Tax Savings

We use tax loss harvesting to minimize capital gain taxes on your portfolio. This can save as much as 47% tax compared to the conventional FIFO.

Execution

We use execution algorithms and High-Frequency Trading techniques. This means we buy lower and sell higher, compared to a market or limit orders. This leads to savings in the long-term, and sometimes savings can exceed our management fees.

AI-Driven Investment Plans

Give your trading account the power of data-science, machine learning, and investment algorithms.

Investment Algo Machine LearningData Science

Discover what we can do for you

Schedule a free session with an advisor today.


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1-888-QPLUM-4U

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contact@qplum.co

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Fidelity Investments®

Fidelity Investments® is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

Working with Fidelity Investments® gives qplum access to a wide range of products and services that can help us serve the needs of our clients.

Fidelity Investments is an independent company, unaffiliated with qplum. Fidelity Investments is a service provider to qplum. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by qplum and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC.

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 852646.1.0