ePLANNING Securities, Inc., is an entrepreneurial broker/dealer that fosters a spirit of innovation among our representatives. We are committed to facilitating the exchange of intellectual capital and delivering to our representatives the best possible services and platforms that will help them grow their businesses.

Strategic Alliances
ePLANNING has created strategic alliances that bring value to your business in these markets: fixed income, high-end estate planning & insurance, and retirement benefits.

Clearing
We clear through National Financial Services (NFS), a wholly owned subsidiary of Fidelity & Co. Through them, we can offer representative a huge array of products and services.

Advisory
ePLANNING representatives have the tools to manage fee-based accounts themselves through our partner NFS’ Fee Engine platform. They can utilize NFS’ managed account solutions platform of professional money managers.

Research
Through our partner NFS, we can provide many of the top independent research firms in the country.

Platform
NFS’ user-friendly StreetScape technology platform provides representatives with powerful functionality. It offers a huge array of online services such as account opening, trading, reporting, and cashiering. It also provides portfolio design tools and financial planning software.

Training
ePLANNING routinely holds meetings where we discuss new industry product offerings, tax savings ideas, innovative marketing techniques, and how to get the most value from our Strategic Alliances.