Our Custodian

What is a Custodian?

A custodian is a company that is responsible for the execution, clearance, and settlement of securities transactions; the preparation and distribution of account statements and transaction confirmations; and the custody (or safe keeping), receipt, and delivery of funds and securities.

Why Fidelity Investments?

Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account. Accounts are carried by National Financial Services LLC, a Fidelity Investments broker-dealer and a member of NYSE and SIPC.

*Fidelity Investments® ("Fidelity") is an independent company, unaffiliated with Commonwealth Financial or Marathon Financial. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1124354.1.0

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