Fidelity Institutional Wealth Services

Fidelity Institutional Wealth Services ®

As your financial advisor, we’re expected to make decisions about your money based on the highest degree of scrutiny. You can be assured that we use the same approach when choosing the service providers we employ to help meet your financial objectives. Working with Fidelity Institutional Wealth Services® gives Harvest Partners Financial access to a wide range of products and services that can help us serve the needs of our clients.

What is a Custodian?

A custodian is a financial institution that has legal responsibility for a customer’s securities. Custodianship includes management as well as safekeeping, and this service incurs additional fees. Our firm, like all investment managers, is required to have a custodian. Fidelity Institutional Wealth Services® provides clearing and custody services to Harvest Partners Financial. A clearing firm is an organization that works with financial exchanges to handle the confirmation, delivery, and settlement of transactions.

How does our relationship with Fidelity Institutional Wealth Services® work with you?

Fidelity Institutional Wealth Services®is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third-Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world's largest financial services companies, on behalf of its clients.

Recordkeeping that helps simplify your life

The need to keep track of your transactions, including capital gains and losses, can be a burden—especially at tax time. Through our relationship with Fidelity Institutional Wealth Services®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account. At the end of the year, you will receive one 1099 tax form and a summary statement, which can make preparing your tax return much easier.



Fidelity Investments is an independent company, unaffiliated with Harvest Partners Financial. Fidelity Investments is a service provider to Harvest Partners Financial.

There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved in the preparation of the content supplied by Harvest Partners Financial and does not guarantee or assume any responsibility for its content.

Fidelity Investments is a registered service mark of FMR, LLC.

Clearing, custody or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

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