National Financial Services LLC

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. For more information >  National Financial Services LLC

Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of $7.4 trillion, including managed assets of $2.7 trillion, as of March 31, 2019. The firm is one of the largest mutual fund companies in the United States.  Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.  The strength and reputation associated with Fidelity Investments are two of the many reasons we are pleased to be working with National Financial Services LLC.

Both National Financial Services LLC and our broker-dealer are members of the Securities Investor Protection Corporation (SIPC), which was created in 1970 to protect customers of member broker-dealer firms in case of brokerdealer liquidation. A nonprofit membership corporation, SIPC is funded by broker-dealers, and protects its membership by law. To cover assets such as yours, the SIPC fund is supported by:

• A $1 billion line of credit with a bank consortium
• Borrowing power of up to $1 billion from the U.S. Treasury through the SEC

Because the Securities Investor Protection Act of 1970 affords special benefits to SIPC-covered firms, such as National Financial Services LLC, our agreement with National Financial Services LLC provides a high level of coverage for your assets.  Securities in accounts carried by National Financial Services LLC are protected in accordance with SIPC statutes up to $500,000 (including cash claims limited to $250,000).  For more details, please visit SIPC.org