Fidelity Investments Institutional Businesses Privacy Polices

National Financial Services LLC ("NFS"), Fidelity Brokerage Services LLC ("FBS"), and Fidelity Family Office Services, a division of FBS, provide clearing, custody, and other brokerage and technology services; Fidelity Distributors Company LLC provides institutional investment management solutions including investment products; Fidelity Institutional Wealth Adviser LLC provides advisory services; and Fidelity Capital Markets, a division of NFS, provides institutional trading services. The institutional clients of these Fidelity businesses include registered investment advisers, broker-dealers, family offices, asset managers, and other financial intermediaries.

The privacy policy that applies to you depends on your relationship with our Fidelity Investments institutional businesses. In addition, certain products, services, or digital offerings made available by or through our Fidelity Investments institutional businesses 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 Investments institutional businesses:

If you have a business relationship with Fidelity Investments institutional businesses

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 Investments institutional businesses. Fidelity Institutional Privacy Policy


If you have a relationship with Fidelity Investments institutional businesses 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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