Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms.
By the Numbers
Fidelity Clearing & Custody Solutions®
provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology. Fidelity Clearing & Custody Solutions has $2.1T in AUA and services more than 3,900 clients and about 7 million accounts.1
Fidelity Institutional Asset Management®
is dedicated to the institutional marketplace and serves consultants and institutional investors, such as defined benefits and defined contribution plans, endowments and financial advisors. Fidelity Institutional Asset Management is a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. With $671 billion in assets under administration2 and more than 500 institutional and 50,000 financial advisor clients, Fidelity Institutional Asset Management is one of the largest organizations serving the U.S. institutional marketplace.3
Fidelity Capital Markets
is the institutional trading arm of Fidelity Investments®, providing trading products and services to a wide array of clients; including buy-side institutions, hedge funds, and Fidelity's® retail, correspondent and advisor businesses. Fidelity Capital Markets (FCM) offering features a suite of electronic brokerage products and execution services across multiple asset classes, including equities, fixed income, options, and FOREX, as well as prime brokerage and securities lending. FCM also participates in the municipal new issue market and bank issued brokered CD underwriting.4
1. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
2. Portion of AUA managed by Fidelity and/or Fidelity affiliates.
3. Products and services provided through Fidelity Institutional Asset Management® (FIAM®) to investment professionals, plan sponsors and institutional investors by Fidelity Investments Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 02917.
4. Fidelity Capital Markets is a division of National Financial Services LLC. Member NYSE, SIPC.
All data as of December 31, 2018.
The registered trademarks and service marks appearing herein are the property of FMR LLC.
Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, (Members NYSE, SIPC)
Fidelity Institutional Asset Management® (FIAM®) provides registered investment products via Fidelity Investments Institutional Services Company, Inc. and institutional asset management services through FIAM LLC or Fidelity Institutional Asset Management Trust Company.
Personal and Workplace investment products are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC.
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Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.