Custody &

clearing

Help simplify and manage asset, cash, and
settlement activities through a connected
operational environment.

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Streamline your investing lifecycle

Asset custody

Support security and administration of client assets.

Trade settlement

Facilitate post-trade processing and settlement workflows.

Cash management

Support funding, transfers, and cash movement activities.

Asset servicing

Manage corporate actions, account events, and other related servicing activities.

Recordkeeping

Maintain brokerage records and transaction histories.

Operational visibility

Access activity across custody and clearing functions.

Designed for modern investing operations

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Integrated custody and clearing

Reduce dependency on disconnected
operational systems.

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Real-time monitoring and oversight

Monitor transactions and account
activity as events occur.

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Built for scale and innovation

Support evolving business
requirements without legacy limitations.

Ready to get started?

Fidelity Center for Applied Technology LLC (FCAT®) provides innovative products, services, content and tools, as a service to its affiliates and as a subsidiary of FMR LLC. Based on input and feedback, FCAT is better able to engage in technology research and planning for the Fidelity family of companies. Unless otherwise indicated, the information and items presented are provided by FCAT and are not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or its affiliated companies. 1280507.2.0