Exceeding your prime brokerage expectations
Focused on exceeding your prime brokerage needs, our technology and relationship-based model offers clients a gateway to Fidelity's wide array of products and services, including direct access to one of the largest and most diversified captive pools of securities available for lending. As a privately held firm, Fidelity offers alternative asset managers a differentiated counterparty profile in a multi-prime broker environment. Our business model is to form long-lasting relationships to provide the resources, technology, and transparency our clients need to be successful.
Unique inventory access
Our clients have access to the hard-to-borrow universe—and we can help clients locate desired
positions.
Advanced technology solutions
Intuitive and customizable technology and reporting capabilities designed to centralize your research, streamline daily operations, enhance financing and operational alpha, and minimize risk.
A service model built around you
Save time and resources with our single-point-of-contact service model that acts as a valuable extension of your team.
Unique access to hard-to-borrow securities
Our aggregated supply provides a differentiated inventory offering and virtually unparalleled access to a wide and an extensive range of securities available through Fidelity’s diverse businesses and institutional relationships.
Individual
investors
Clearing &
custody firms
Assets under
administration1
Global assets through
Fidelity Agency Lending®
business
Source: Fidelity Investments, as of December 31, 2023, unless otherwise noted.
1. As of 6/30/2024.
Individual investors total includes 44.2 million customers who have direct relationships with Fidelity through retail, workplace, and the Health Care Group and 5.6 million customers who have indirect relationships, including customers served by advisors who have clearing and custody relationships with Fidelity Institutional Wealth Management Services.
Advanced technology solutions
Intuitive and customizable technology and reporting capabilities designed to centralize your research, streamline daily operations, enhance financing and operational alpha, and minimize risk.
Seamless onboarding
Enabled by open architecture and integrations with hundreds of hedge fund service providers, order management systems (OMS), and portfolio and risk management solutions
Risk and performance analytics
Through a comprehensive, multicurrency portfolio accounting and reporting suite that can deliver tailored solutions to our clients across asset classes and markets
PB Optimize℠
Our cloud-based portfolio finance solution designed to maximize revenue and performance
Self-serve functionality
Across common tasks such as online corporate actions, trade-break resolution, and custom wire authorization profiles for online wire transfers
Save time and resources with our single-point-of-contact service model that acts as a valuable extension of your team
- Seasoned relationship managers with more than 20 years' average tenure
- One experienced professional handles all of your prime brokerage needs—saving you time
- In-depth knowledge of securities lending operations and state-of-the-art tools to provide timely responses on requests for locates, indications, and market color
A prime brokerage platform designed for your success
Core & technology solutions
As a leader of global clearing and custody services, we offer you several benefits you can take advantage of to serve your prime brokerage needs. Fidelity has been a significant provider of brokerage services for more than two decades.
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Value-added services
In addition to core prime brokerage services, Fidelity Prime Services offers a multitude of additional services designed to help differentiate and scale your operations.
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