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 13,500 financial advisory firms rely on Fidelity Institutional's innovative technology.
Deep expertise to help more than 9 million investors make some of the most complex, important decisions of their lives.
Under the umbrella of Fidelity Institutional are three distinct business units with $2.6 trillion in assets under administration (AUA).

Fidelity Institutional Business Units

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

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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

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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

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