Our Custodian

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NATIONAL FINANCIAL SERVICES LLC (NFS)

Who is NFS, and why do I receive statements and correspondence from them?

NFS is our custodian—not to be confused with our broker/dealer, which is Commonwealth Financial Network®. NFS works behind the scenes of every trade and statement and "holds" assets in any account opened through Commonwealth.

Strength, knowledge, leadership, experience

With NFS, a Fidelity Investments company, you can feel confident that much of the critical trade processing, clearance, client reporting, and systems work that backs your investment professional is performed by an industry leader. NFS processes tens of thousands of transactions for millions of investors like you every day. NFS has the vision and resources to provide you with innovative services for years to come. 

We can deliver substantial benefits from the important service relationship that Commonwealth maintains with NFS. Knowing that every investor’s account is serviced with the commitment and resources of an industry leader allows us to focus on what we do best: providing the personalized guidance and comprehensive investment services you need to pursue your goals.