About Us

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms.

Fidelity Institutional's goal is to help clients

  • Thrive by supporting the growth of their businesses
  • Enhance their operational efficiency
  • Deliver insights that help to drive confidence, clarity and results

By the Numbers

More than 12,500 financial advisory firms rely on Fidelity Institutional's innovative technology.
Deep expertise to help more than 8 million investors make some of the most complex, important decisions of their lives.
Under the umbrella of Fidelity Institutional are several distinct business units with $2.2 trillion in assets under administration (AUA).1

Fidelity Institutional Business Units

The Fidelity Clearing and Custody Businesses have $1.7T in AUA and service nearly 3,850 clients and more than 6 million accounts.

Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage 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 and insurance companies. Fidelity Clearing & Custody Soutions' goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.


Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. Fidelity Family Office Services provides services to more than 378 family office clients across the country with $99 billion of assets in custody with Fidelity.2


Fidelity Institutional Asset Management® (FIAM®)

is one of the largest investment management organizations serving the U.S. institutional marketplace, with assets under administration of $5.6 trillion, including assets under management of $2.0 trillion as of December 31, 2016. It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs. Fidelity Institutional Asset Management is a gateway to Fidelity's original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocation.


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.3