Is Quorum Capital available on Fidelity?

Yes. Quorum Capital model portfolios are live on Fidelity. Advisers on this platform can access the Core, Passive and Income ranges. Contact us to confirm current availability and request onboarding documentation.

Do I need to move client accounts to use Quorum Capital on Fidelity?

No. Quorum Capital portfolios are available directly on Fidelity. There is no need to transfer client accounts or change platform. We integrate with the platform your clients already use.

What documentation do I need to onboard Quorum Capital on Fidelity?

We provide a full due diligence pack including factsheets, Consumer Duty value assessment, investment mandates, and the Quorum ATR questionnaire. Contact us to request the documentation pack.

How much does Quorum Capital cost on Fidelity?

The Quorum Capital DFM fee is 0.18–0.20% per annum for the Core Range. The Passive Range has no additional DFM fee. The platform fee charged by Fidelity is separate. See our Fees page for a full cost illustration.

Platforms

Quorum Capital on Fidelity.

Quorum Capital's risk-graded model portfolios are available to financial advisers on Fidelity. Apply our committee-managed Core, Passive and Income ranges to your client accounts without changing platform.

Portfolios available on Fidelity.

All three Quorum ranges are available. Choose the range that fits your clients' needs and your preferred cost model.

Core Range

Core

Actively managed multi-asset portfolios. RG2–RG5 plus RG3 Ethical. Committee-led fund selection.

5 portfolios · OCF from 0.21%

Passive Range

Passive

Pure index-tracking. RG2–RG4. Low OCF, transparent holdings, committee-set strategic allocation.

3 portfolios · OCF from 0.08%

Income Range

Income

Quarterly distributions with capital growth. Income & Growth and Ethical Income at RG3.

2 portfolios · OCF from 0.52%

Getting started on Fidelity.

Step 01

Contact our BDM team

Get in touch with our business development team to confirm Quorum Capital availability on Fidelity and discuss which model portfolio ranges suit your client base.

Step 02

Sign the investment mandate

Complete the discretionary investment mandate and supporting due diligence documentation. We provide everything you need for your compliance file.

Step 03

Map clients to risk grades

Use the Quorum attitude-to-risk framework to align each client with the appropriate risk-graded portfolio across the Core, Passive and Income ranges.

Step 04

Go live

Apply the model portfolios to your client accounts on Fidelity. Ongoing rebalancing and committee oversight are handled by Quorum Capital.

Common questions.

Is Quorum Capital available on Fidelity?: Yes. Quorum Capital model portfolios are live on Fidelity. Advisers on this platform can access the Core, Passive and Income ranges. Contact us to confirm current availability and request onboarding documentation.
Do I need to move client accounts to use Quorum Capital on Fidelity?: No. Quorum Capital portfolios are available directly on Fidelity. There is no need to transfer client accounts or change platform. We integrate with the platform your clients already use.
What documentation do I need to onboard Quorum Capital on Fidelity?: We provide a full due diligence pack including factsheets, Consumer Duty value assessment, investment mandates, and the Quorum ATR questionnaire. Contact us to request the documentation pack.
How much does Quorum Capital cost on Fidelity?: The Quorum Capital DFM fee is 0.18–0.20% per annum for the Core Range. The Passive Range has no additional DFM fee. The platform fee charged by Fidelity is separate. See our Fees page for a full cost illustration.

Add Quorum to your Fidelity panel.

Request the due diligence pack and we will arrange an introduction call at your convenience.

Request a proposal → View portfolios