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  1. 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 retirement account through your broker-dealer for which Fidelity Management Trust Company (“FMTC”), an affiliate of NFS, is the ...

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  2. National Financial Services Corporation is established to provide broker-dealers with leading-edge clearing and execution products. 1978 Fidelity launches 403(b) plans offered to government, nonprofit organizations, and educational institutions.

  3. Use our Virtual Assistant. Chat. Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

  4. The National Financial Services LLC 12/31/23 Audited Statement of Financial Condition (PDF) and the 6/30/23 Unaudited Statement of Financial Condition (PDF) are available for you to view, print, and download, or you can call a Fidelity representative at 800-343-3548.

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  6. Customer Login. Log In to Other Fidelity Sites. Log in to your employee benefits on NetBenefits ®. Log in to Fidelity Charitable SM. Online Security – We will never ask for personal information through e-mail. National Financial Services LLC Statement of Financial Condition.

  7. How can we help? Ask the Virtual Assistant. Our Virtual Assistant is designed to help you with your requests 24/7. Operating hours: Now. Start chat. Chat live with our team. Get specialized support for your accounts or technical issues. Operating hours: Mon.—Fri. 8 a.m.—10 p.m. ET. Sat.—Sun.: 9 a.m.—4 p.m. ET. Start chat. Give us a call.

  8. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons National Financial Services LLC, Fidelity Management Trust Company, Fidelity Institutional Wealth Adviser LLC, Fidelity Diversifying Solutions LLC, and the Fidelity Funds (hereinafter referred to as “National Financial ...

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