About Us

National Financial, a Fidelity Investments company, offers Integrated Brokerage Solutions^® to 315 clients ranging from retail broker/dealers to institutional investment firms. Collectively, there are nearly 85,000 brokers and advisors associated with National Financial correspondent broker-dealers. As of March 31, 2009, National Financial custodied $488 billion in assets, representing nearly 5.4 million accounts. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry alliances. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency and managing risk.