Custody Services

Safety of your clients’ account assets is one of the most important benefits we provide. Securities in accounts carried by National Financial Services, LLC (“NFS”), a Fidelity Investments company, are protected by Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.