Partnering with National Financial Services

For clearing, custody, and other brokerage services, Commonwealth uses National Financial Services LLC (NFS), a division of Fidelity Investments. That is why monthly statements showing assets and activity, as well as year-end tax information, come to you from NFS. We do not hold any client funds. They are held by NFS in your name, and may only be transferred with your approval.

National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company.