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National Financial Self-Clearing Solutions (SM) A better way to self-clear.
     

To speak directly with a
Self-Clearing Solutions professional, please contact:

John D. Phillips
Executive Vice President,
National Financial

Self-Clearing Solutions delivers:

  • Fidelity’s powerful brokerage engine

Supporting over 140,000 brokers and advisors2

  • Robust technology and expertise

Work smart with National Financial’s powerful brokerage workstation, Streetscape®

  • Access to a full spectrum of products and alliances

Tap our breadth of products, services and industry alliances to help you grow your business

  • Flexible business solutions

Our collaborative process can help you determine your firm’s best opportunities for outsourcing

Why National Financial for
Self-Clearing?

We’ll help you:

  • Leverage innovative technology
  • Enhance operational efficiency
  • Meet regulatory requirements3
  • Manage overhead costs
  • Retain control of your brand, products and customer experience
  • Increase your ability to focus time on revenue-generating activities
 
Our collaborative process is designed around you.
    Develop comprehensive business and operational review.
   Conduct workflow analysis.
   Pinpoint core business competencies.   Explore opportunities for outsourcing.   A self-clearing solution for your particular business.
             
                     
We work closely with you to help you identify the best solution for your business.
 

Service marks are the property of FMR LLC or its affiliated companies.
Please note National Financial Self-Clearing Solutions is under development and subject to change.

1. Source: Fidelity Investments, as of May 2008
2. Fidelity Investments, as of December 31, 2007. This figure represents the combined resources of National Financial, Fidelity Institutional Wealth Services, and Fidelity Institutional Investment Services.
3. National Financial Services LLC is not responsible for your firm's compliance with any regulatory or governmental authority, regulations, guidelines or laws. It shall be your firm's responsibility to determine compliance with any regulatory or governmental authority, regulations, guidelines or laws. For more information on regulatory support, please contact National Financial.

 National Financial Services LLC, Member NYSE, SIPC
 Notice of Business Continuity Plans
 508948.1.0