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Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable., As you may know, your broker-dealer and National Financial Services LLC ("NFS") have an agreement through which NFS provides clearing and other related services for your account. In connection with these services, NFS is required to communicate its practices regarding the privacy of customer information. These practices also apply to you in any of the following circumstances: You have a , Resource for National Financial Services LLC account holders. Provides important regulatory notifications and tax-related information. NFS LLC Member NYSE, SIPC..
National Financial Services and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted. In CO, Equity Services, Inc. operates as Vermont Equity Services, Inc., Who Is National Financial Services LLC? National Financial Services LLC, often called NFS, is a big player in the financial services industry. It’s a company based in Boston, Massachusetts, and it’s part of the Fidelity Investments family., Explore the comprehensive financial solutions and services offered by National Financial Services LLC, including investment and account management., NATIONAL FINANCIAL SERVICES LLC CRD# 13041 i When communicating online or investing with any professional, make sure you know who you're dealing with. Imposters might link to sites like BrokerCheck fromphishing or similar scam websites, or throughsocial media, trying to steal your personal information or your money., National Financial Services LLC provides brokerage services. The Company offers clearing and custody, tax reporting, credit management, financial planning, and advisory services., Use this interface to access all of your brokerage accounts held with National Financial Services, LLC (NFS, LLC). It will provide access to individual statements, e-delivery options for those account statements, and tax documents..