Core Processing
Experienced, knowledgeable professionals familiar with your business model perform core processing services, including brokerage processing, transfer of assets, retirement distributions, margin, and tax reporting.

Business Continuity
Every effort is made to protect your transaction and account information. NFS has back-up systems in place, regularly-tested contingency plans, and critical business functions separated over multiple locations.

Reporting
Comprehensive, customizable reports are available for the home office. Your customers are provided with timely trade confirmations, monthly brokerage statements, and consolidated tax statements.

Middle-Office Solutions
Fidelity-wide resources can be leveraged for back-office processing and investment representative support, including mail capture and scanning, check and certificate processing, asset transfer, and margin.