Fidelity Institutional Privacy Policies

Fidelity Institutional provides clearing, custody or other brokerage and technology services through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC (FBS), institutional investment management solutions, including investment products through Fidelity Distributors Company LLC, institutional advisory services through Fidelity Institutional Wealth Adviser LLC, and institutional trading through Fidelity Capital Markets, a division of NFS. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC.

The privacy policy that applies to you depends on your relationship with Fidelity Institutional. In addition, certain products, services, or digital offerings made available by or through Fidelity Institutional may have a different or an additional privacy policy that may apply if you choose to use those products, services, or digital offerings.

To learn more about their privacy practices please see the privacy policy below that pertains to your relationship with Fidelity Institutional:

If you have a business relationship with Fidelity Institutional

This policy applies to you if you or the firm you represent or are associated with has or has had a current, prospective and/or past business relationship with Fidelity Institutional. Fidelity Institutional Privacy Policy


If you have a relationship with Fidelity Institutional as an Individual Investor

This policy applies to you if:

  • you work with an investment professional who custodies assets with Fidelity
  • your account is serviced through Fidelity Family Office Services LLC
  • you work with an investment professional who offers managed account services through Fidelity Managed Account Xchange®, a managed account platform offered by Fidelity Institutional Wealth Adviser LLC, a registered investment adviser affiliate of FBS and NFS
  • you have an account invested in a Fidelity Institutional Custom SMAs offered by Fidelity Institutional Wealth Adviser LLC, a registered investment adviser affiliate of FBS and NFS 
 Fidelity Investments & Fidelity Funds Privacy Policy
This policy applies to you if:
  • your broker-dealer and National Financial Services LLC ("NFS") have an agreement through which NFS provides clearing and other related services for your account
  • you have a retirement account through your broker-dealer for which Fidelity Management Trust Company (“FMTC”), an affiliate of NFS, is the custodian
  • your investment professional/broker-dealer offers managed account services through Fidelity Managed Account Xchange®, a managed account platform sponsored by Fidelity Institutional Wealth Adviser LLC, a registered investment adviser affiliate of NFS
  • you have a brokerage account held directly at NFS
  • you have a direct relationship with Fidelity Capital Markets, a division of NFS
National Financial Services Privacy Policy
This policy applies to you if through your investment professional you’ve invested in products distributed through Fidelity Distributors Company LLC. Fidelity Investments & Fidelity Funds Privacy Policy (FDC version)

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