The power to execute.
The support to succeed.

Access a wide range of flexible trading solutions, execute across multiple asset classes—including domestic and international equity, fixed income, new issue, and syndicate offerings—and maximize your investment strategies with transparent pricing,1 and industry-leading value.2

Drivers of execution quality reporting for investors

Explore the benefits of enhanced execution reporting quality for investors

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Evaluating an agent lending provider

Strategic questions to consider when going through the selection process.

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Institutional brokerage solutions redefined

With an average of over 20 years of industry experience, our team delivers brokerage solutions built on technology, transparency, and innovation to meet the needs of asset managers, hedge funds, RIAs, and broker-dealers.

Extensive liquidity reach

Access vast liquidity supported by Fidelity's broad relationships and inventory for competitive pricing and high-quality execution.

Advanced technology

Leverage sophisticated, customizable technology that delivers precision. transparency, and robust reporting to support execution excellence.

Consultative support and expertise

Benefit from seasoned professionals who tailor strategic guidance, grounded in deep market expertise, to your firm's goals and complex trading needs.

Capabilities to power your firm's performance

Explore our offerings designed to meet the trading and financing objectives of institutions, wealth management firms, and retail investors.

Equity and Options
Equity and Options
  • Fidelity Service BureauSM: Maximize liquidity reach and optimize performance with our tech-driven trading platform.
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  • High-touch execution: Agency-only model specializing in liquidity sourcing and complex transactions.
  • Corporate stock buybacks: Tailored programs with transparent execution, proprietary analytics, and conflict-free agency trading.
  • Electronic trading and proprietary algorithms: Optimize equity strategies and performance with our customizable trading platform.
  • International: Leverage our extensive global relationships with numerous local brokers in over 25 markets and over 20 currencies to trade and settle foreign ordinaries.3
  • Fidelity's IPO Platform: Direct access to new issue equity and preferred offerings through our syndicate partnerships.
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Fixed Income
Fixed Income
  • Municipal bonds: Unique distribution access and high-quality primary and secondary municipal securities supported by our municipal finance, sales, trading, and underwriting teams.
  • Taxable bonds: Broad inventory of internal and external providers and extensive liquidity through a variety of taxable investments.
    • U.S. Treasuries
    • Certificates of deposit
    • Government-sponsored enterprises
    • Corporates
    • Credit union share certificates
    • Preferred securities
    • High-yield bonds
    • Mortgage-backed securities
    • Structured products
    • Unit Investment Trusts (UITs)
  • Brokered certificates of deposit and credit union share certificates underwriting: Maximize asset and liability management and gather deposits without the burden of marketing and administrative costs.
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FOREX
FOREX
  • Work with our foreign currency team to get access to leading-edge systems and connect with highly trained professionals online or by phone.
Prime Brokerage
Prime Brokerage
  • Fidelity Prime Services®: Our prime brokerage platform allows for the execution of alternative strategies, financing, reporting, and clearing and custody services.
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  • PB OptimizeSM: A fully integrated fintech platform with real-time insights, automation, and data-driven tools to enhance portfolio financing, optimize securities lending, and streamline treasury operations.
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  • Securities finance: Tools and support for short coverage, margin financing, fully paid lending, and long lending.
  • Custody & clearing: As a leader in global clearing and custody solutions, we offer a range of personalized offerings, a depth of expertise, and innovative technology that can benefit your firm.

Want to know more?

Connect with our team for more information on how we can support your firm.

Strategic solutions that scale with your firm

Specialized programs and technology exclusively provided to our clients to support their firm's growth, operational efficiency, and strategic goals— backed by Fidelity's strength and stability.

Fidelity Agency Lending®

Optimize your firm's securities lending
goals and improve returns with Fidelity's
market-leading lending technology.

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Fidelity Service BureauSM

Our customizable, tech-driven equity trading platform provides deep liquidity, advanced technology, and algorithmic strategies to maximize performance.

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PB OptimizeSM

A portfolio finance solution, delivering transparent real-time data and custom analytics to improve decision-making and optimize performance.

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Our commitment to execution quality

Price and the quality of execution matters. That's why we strive to provide value by securing the best prices for equities, ETFs, and other options—every time you buy or sell. We're focused on continuing to innovate to ensure you have the most effective solutions and support to succeed.

Learn more Read the flyer

Intended for institutional investor use only.

1. Under SEC rule 606(a), broker-dealers that route equity and options orders on behalf of customers are required to prepare quarterly reports that disclose specific information about their order routing practices for non-directed orders in NMS stocks and options contracts in NMS securities. The disclosure of SEC-Required Order Execution, SEC Rule 605, requires market centers to disclose monthly data about the quality of their trade executions. Each monthly report will disclose execution quality data based on the previous month's trading activity.

2. Fidelity is ranked best overall broker by Kiplinger.com Best Online Brokers and Trading Platforms for 2025.

3. Fidelity Prime Services, as of 12/31/25.

NBBO price is determined with the best single-leg prices on a single market from any of the available option exchanges at the time the order is executed or within 30 seconds of the order being received by the CBOE's order routing system.

Executions represent SEC Rule 605 eligible market orders between 100–1,999 shares executed as agent through third-party market makers and listed exchanges and as principal by NFS-affiliated desks. National Financial Services, LLC (NFS) is an affiliated broker-dealer of Fidelity Brokerage Services.

System availability and response times may be subject to market conditions.

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