FIDX Desk
FIDx Desk connects RIAs with an extensive annuity lineup from leading industry providers, enabling them to offer clients powerful solutions for tax-deferred investing and guaranteed retirement income—all without needing a separate insurance license.1
FIDx Desk is the outsourced insurance desk for FIDx Markets LLC (Member FINRA/SIPC).
1FIDX Desk representatives serve as the agent of record on the annuity policy, and therefore the advisor does not need to have the appropriate insurance licensing.
Information shown by third party websites is believed to be reliable but is not guaranteed. This should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.
The funding and administration of all annuities are undertaken by financial institutions that are separate from and unaffiliated with Envestnet. Envestnet, Inc. and its subsidiaries; Tamarac Inc., Envestnet Financial Technologies, Inc. and Envestnet Asset Management, Inc. (collectively “Envestnet”) are not licensed insurance agencies and, as such, do not sell or make any recommendations related to the purchase of annuity or insurance products. This website should not be considered as an endorsement of any particular product, service, bank, insurance company or firm. Through its FIDX technology, FIDX Markets LLC (Member FINRA/SIPC, operating as “FIDX Desk,” CRD# 322769) provides access to annuity solutions for advisors via the Tamarac Platform through its affiliate, Envestnet Financial Technologies, Inc. FIDX Markets LLC is a wholly owned subsidiary of Fiduciary Exchange, LLC (“FIDX”) and conducts business as FIDX Desk. FIDX Markets LLC is an affiliate of FIDX Group LLC and Envestnet. Envestnet, Inc. has a financial interest and occupies board of director positions at FIDX Markets LLC, Member FINRA/SIPC, is a wholly owned subsidiary of Fiduciary Exchange, LLC (“FIDX”) and conducts business as FIDX Desk, FIDX Markets LLC is an affiliate of FIDX Group LLC and Envestnet. Envestnet, Inc. has a financial interest and occupies board of director positions in Fiduciary Exchange, LLC (“FIDX”). FIDX Desk representatives, as well as Registered Investment Advisers, may only conduct business with residents of the states and jurisdictions in which they are properly registered. FIDX Desk and its agents are presently licensed to sell insurance products in all states.