Access to Top-Tier Custodian Platforms

We maintain clearing relationships with two of the industry’s largest clearing and custody firms – Fidelity Clearing and Custody Solutions (National Financial Services) and RBC Custody and Clearing. This arrangement allows you the flexibility to access a boundless selection of investment products.

National Financial Services is one of the largest providers of brokerage services in the world, and its parent company Fidelity is one of the world’s largest financial companies. NFS offers a best-in-class client experience and access to an enormous range of investment products.

RBC Clearing & Custody is a division of RBC Capital Markets, LLC, one of the largest full-service securities firms in the nation. They are part of Royal Bank of Canada, their parent company, the biggest bank in Canada and one of the largest banks in the world based on market capitalization.