200 Seaport Boulevard, Boston, MA 02210, United States
We help firms deliver greater value to clients, manage operations more efficiently, and drive meaningful results
Fidelity Clearing & Custody Solutions provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms and banks. The goal of Fidelity Clearing & Custody Solutions is to help clients ensure they are always future-ready by providing knowledgeable consulting, exceptional people and transformative technology.
We help firms deliver greater value to clients, manage operations more efficiently, and drive meaningful results.
The Fidelity difference
As a client of one of the most diversified financial companies in the U.S., you'll have access to our entire suite of innovative resources and capabilities — so you can spend more time deepening client relationships and growing your business.
Offices across the country
We have established regional offices throughout the country to best serve you. See where we are located, and contact us using the form below to get connected to a local business development representative.
Manage digital and fully advised investors side by side, evolving from an automated to a more collaborative service....
Backed by Fidelity's commitment to an open architecture experience, Fidelity WealthscapeSMÂ connects you to Fidelity tools and third-party products and solutions to help you digitize your business, enhance productivity and collaboration, and create more value for your clients....