Fidelity Prime Services

Greater Access, State-of-the-Art Technology, and a Focus on Maximizing Performance and Revenue

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. 

Loan
Individual
Investors
 
Loan
Clearing &
Custody Firms
 
Loan
Assets under
Administration
 
Loan
Client Assets through
Fidelity Agency Lending®
Business
Source: Fidelity Investments, as of December 31, 2021.

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

A Service Model to Meet Needs of Institutional Investors

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.

Learn more
Core Technology Image

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.

Learn more
hands on a laptop keyboard and tablet

Schedule a consultation with one of our Prime Services specialists