Our platform provides access to Fidelity's wide array of products and services, including advanced technology, reporting, global clearing and custody, and the dedicated client service you need to help meet your investment objectives.

Global Clearing & Custody

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.


  • A privately held company with a strong credit rating, Fidelity is a well-positioned counterparty for institutional asset managers.

  • Beyond traditional domestic equity and fixed income, we are able to offer clients access to developed international markets, corporate actions monitoring through Fidelity Corporate Actions Solutions®, cash management solutions, options, foreign exchange, and more.

  • Access to our proprietary securities lending transparency and workflow automation tool, PB Optimize.

Client Service Model

Fidelity Prime Services is built upon a foundation of industry-leading client service for which Fidelity Investments is recognized worldwide. Your dedicated Prime Services account manager will serve as your primary point of contact to help you facilitate your business. Our committed and seasoned team of investment professionals has the knowledge, experience, and in-depth understanding of your firm to assist you in managing your business.

For more information, contact a Fidelity Representative