National Financial Services (NFS)

wealthscape

National Financial Services (NFS) is a clearing firm that handles the behind-the-scenes processing of trades and safekeeping of assets. NFS is a subsidiary of Fidelity Investments, one of the largest and most trusted financial institutions.

In simple terms, NFS is responsible for safeguarding your assets, maintaining custody of your securities and cash, processing and settling investment transactions, and maintaining accurate account records. NFS also prepares and delivers your account statements, trade confirmations, and year-end tax documents, helping ensure the security, accuracy, and efficient administration of your accounts.

  • Processes and settles your trades.
     
  • Hold your assets securely.
     
  • Provides statements and tax documents.
     
  • Ensures regulatory compliance and reporting

Accessing Client Accounts

All client retirement and brokerage accounts can be accessed through their Wealthscape Portal (in addition to the eQuipt Portal). This portal offers a different view and additional tools compared to the eQuipt portal.