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Fidelity Investments

In network coverage since September 30, 2026 · 16+ stories

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Sep 28, 26Fund launchFidelity Real Estate Debt Opportunities Fund II · $451M — coverage

Sep 27, 26Fund launchAdhesion Wealth · AssetMark — coverage

Sep 23, 26Deal announcedSavvy Wealth — coverage

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RIA

Fidelity extends its $100 million custody minimum to 986 existing RIA relationships

ADV data show 706 of the affected firms hold under $100 million across every custodian, so consolidating existing accounts cannot clear the threshold.

practice · Oct 6RQD gets a boost as Fidelity sets $100 million custodian minimum

practice · Oct 6Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027

practice · Oct 6Fidelity ends custody for sub-$100 million RIAs, with June 2027 exit

RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

move · Oct 6Fidelity tells sub-$100M custody clients to move as Schwab stops short of a promise

move · Oct 5Schwab offers an informal welcome to Fidelity's sub-$100 million custody clients

RIA · Oct 5Schwab says it already serves 11,000 sub-$100 million RIAs as Fidelity sets a deadline

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

the_wrap · Oct 2Oaktree closes $2bn asset-backed fund as four managers still report zero sold

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody

RIA · Oct 1Fidelity gives custody clients below $100 million until June 2027 to grow

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

RIA · Sep 30Bruce Markets plans weekend U.S. equity trading, pending regulatory approval

Fidelity Investments

Fidelity extends its $100 million custody minimum to 986 existing RIA relationships

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