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Consolidated Bank Custody Capabilities


Consolidated Bank Custody Capabilities

Streamlined solution

With Fidelity's institutional bank custody offering, you can consolidate your individual securities and mutual fund processing needs all in a single, streamlined solution. And because it's fully integrated with your trust accounting system, you can now trade equities and fixed-income securities, mutual funds, and money market funds with same-day settlement, while leveraging the experience of Fidelity Capital Markets.

Greater buying power

You may benefit from our suite of consultative service and support. Our strategic alliance with SunGard offers you a streamlined and virtually seamless combination of bank services and brokerage capabilities. You can also take advantage of:

  • Consolidated custody processing across all asset types
  • Money market funds with same-day settlement
  • One daily net settlement wire and verification
  • Complete support for individual securities
  • Expanded trading capabilities with Fidelity Capital Markets
Consolidated Bank Custody Capabilities


Contact Us

To learn more about Fidelity's consolidated bank custody capabilities, contact your Fidelity relationship manager, or call



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