Fidelity Institutional Privacy Policies
If you have a business relationship with Fidelity Institutional
This policy applies to you if you or the firm you represent or are associated with has or has had a current, prospective and/or past business relationship with Fidelity Institutional.
If you have a relationship with Fidelity Institutional as an Individual Investor
This policy applies to you if you work with an investment professional who custodies assets with Fidelity.
This policy applies to you if:
- your broker-dealer and National Financial Services LLC ("NFS") have an agreement through which NFS provides clearing and other related services for your account,
- you have a retirement account through your broker-dealer for which Fidelity Management Trust Company, an affiliate of NFS, is the custodian; or your broker-dealer offers managed account services through the Fidelity Managed Account Xchange, a managed account platform sponsored by Fidelity Institutional Wealth Adviser LLC, a registered investment advisor affiliate of NFS.
This policy applies to you if through your investment professional you’ve invested in products distributed through Fidelity Distributors Company LLC.
Fidelity Institutional provides clearing, custody or other brokerage and technology services through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC (FBS), institutional investment management solutions, including investment products through Fidelity Distributors Company LLC, institutional advisory services through Fidelity Institutional Wealth Adviser LLC, and institutional trading through Fidelity Capital Markets, a division of NFS. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC.