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Your foundation for the future.
Build your business on solid ground. National Financial and Fidelity Investments, our parent company, are committed to helping broker/dealers, brokers, and advisors turn challenges into opportunities. Contact us today.
 

The power of National Financial.

For more than 25 years, National Financial has been a leader in correspondent clearing, with the scale and resources to help our clients succeed.

  • $2.7 billion in net capital—exceeding the minimum requirement by $2.5 billion
  • $521 billion in custodied assets and nearly 5.5 million accounts
  • More than 300 broker/dealers, and nearly 85,000 brokers and advisors across a range of businesses

The power of Fidelity Investments.

With National Financial, you can tap the power of Fidelity Investments, recognized as one of the most respected financial services firms.1

  • $2.6 trillion in total customer assets and 77.6 million customer accounts
  • Committed to continuous improvement, state-of-the-art technology, and peerless customer service
  • More than 5,500 intermediary firms served through our clearing, custody, capital markets, and institutional mutual fund groups

Resources and Tools

pdf Fidelity Customer Statement Regarding Financial Markets/Money Market Funds

  National Financial Statement of Financial Condition

 

 
Data as of December 31, 2008
1. Reputation Institute, June 2008
Institutional mutual funds are available through Fidelity Investments Institutional Services Company, Inc.
Clearing, custody, and capital market services are provided through National Financial Services LLC.
 507646.2.0
 National Financial Services LLC, Member NYSE, SIPC
 Notice of Business Continuity Plans