National Financial Services, LLC Headquarters & Corporate Office

About National Financial Services LLC

National Financial Services LLC (NFS) is one of the largest and most established brokerage clearing and custody firms in the United States, providing comprehensive securities processing, clearing, custody, and financial services infrastructure to broker-dealers, registered investment advisors, financial intermediaries, and millions of individual investors. Founded in 1983 and headquartered in Boston, Massachusetts, NFS is a wholly owned subsidiary of Fidelity Investments — one of the largest privately held financial services companies in the world with $7.1 trillion in assets under management as of 2025. NFS functions as the primary broker-dealer clearing and custody arm for Fidelity’s institutional and intermediary businesses, processing tens of thousands of transactions daily across equity, fixed income, options, and mutual fund markets. The firm is a registered member of both the New York Stock Exchange (NYSE) and the Securities Investor Protection Corporation (SIPC), ensuring the highest levels of regulatory oversight and investor protection. Fidelity Investments reported $37.7 billion in total revenue for full year 2025 — a 15% year-over-year increase — with Chief Financial Officer Kevin Barry overseeing the company’s financial operations.

Quick Information

Industry

Financial Services — Brokerage Clearing, Custody & Securities Processing

Founded

1983, Boston, Massachusetts

Number of Employees

Operated as part of Fidelity Investments; Fidelity employs approximately 75,000+ associates globally

Corporate Office Hours

Monday to Friday, 8:00 AM – 10:00 PM ET; Saturday 8:00 AM – 8:00 PM ET; Sunday 8:00 AM – 9:00 PM ET.

Website

clearingcustody.fidelity.com

Contact Page

clearingcustody.fidelity.com

Parent Company Website

www.fidelity.com

Products & Services

National Financial Services LLC provides an institutional-grade suite of clearing, custody, and brokerage services primarily to financial intermediaries, broker-dealers, and registered investment advisors, as well as direct investor account services. Their full range of products and services includes:

• Securities Clearing — full-service clearing of equity, fixed income, options, mutual fund, and ETF transactions for broker-dealer clients
• Brokerage Custody — custody of investor assets, securities, and cash for broker-dealers and registered investment advisors
• Settlement Services — trade settlement and processing for domestic and international securities
• Margin Lending — margin account services and lending for eligible brokerage customers and intermediary clients
• Dividend & Income Processing — dividend reinvestment, income distribution, and corporate action processing
• Tax Reporting & 1099 Services — production and delivery of investor tax reporting documents including 1099-B, 1099-DIV, 1099-INT, and 1099-R forms
• Investor Account Statements — consolidated account statements, trade confirmations, and regulatory notices for end-investor accounts held at NFS
• Mutual Fund Networking — Fidelity FundsNetwork platform connecting thousands of mutual funds with broker-dealer distribution partners
• Retirement Account Services — IRA, Roth IRA, SEP-IRA, and other retirement account custody and administration
• Fixed Income Services — bond and fixed income trading, settlement, and custody
• SMA & Model Portfolio Solutions — separately managed account administration and model portfolio management infrastructure for wealth management firms
• Regulation & Compliance Support — regulatory technology, compliance tools, and reporting solutions for institutional clients

Corporate Phone Numbers

Main Customer Service Line

1-800-752-7053 — primary NFS customer service line for all investor account inquiries including 1099 tax forms, account statements, and general brokerage questions. Available Monday through Friday 8:00 AM to 10:00 PM ET, Saturday 8:00 AM to 8:00 PM ET, Sunday 8:00 AM to 9:00 PM ET

Broker/Dealer Support Line

1-800-801-9942 — dedicated support line for institutional broker-dealer clients, clearing partners, and intermediary firms. Available Monday through Friday 8:00 AM to 10:00 PM ET, Saturday 8:00 AM to 8:00 PM ET, Sunday 8:00 AM to 9:00 PM ET.

Privacy Inquiries Line

1-800-877-2410 — dedicated line for all privacy, data protection, and personal information requests. Available Monday through Friday 8:00 AM to 10:00 PM ET.

Security Department

1-800-544-6666 — dedicated 24/7 security line for reporting suspected fraud, unauthorized account access, identity theft, and other security concerns

Corporate Offices Line

(212) 335-5000 — corporate offices direct line for business, legal, and institutional inquiries. Available Monday through Friday during regular business hours.

Boston Corporate Office

(617) 227-0623 — direct phone number for the National Financial Services LLC Boston corporate office at 245 Summer Street.

How to Reach a Real Person at National Financial Services LLC

The fastest way to speak with a live NFS representative for investor account inquiries — including 1099 tax forms, account statements, and brokerage questions — is to call 1-800-752-7053. When the automated system answers, press 1 if you are calling about an investor account held at National Financial. To reach a live agent, listen to the sub-menu options and select the one that best matches your inquiry, or press 0 to be routed toward a representative. The line is available Monday through Friday 8:00 AM to 10:00 PM ET, Saturday 8:00 AM to 8:00 PM ET, and Sunday 8:00 AM to 9:00 PM ET.

For broker-dealer and institutional clearing clients, call the dedicated Broker/Dealer Line at 1-800-801-9942, which connects directly to NFS’s institutional clearing support team. For fraud or unauthorized account access emergencies, always call the Security Department at 1-800-544-6666 immediately, as this line is equipped to place immediate holds on accounts and initiate security investigations around the clock.

National Financial Services LLC Headquarters & Corporate Office Address

National Financial Services LLC operates its primary corporate headquarters at 245 Summer Street in Boston, Massachusetts — a prominent address in Boston’s Seaport District and Financial District area that also serves as the headquarters for several Fidelity Investments business units. NFS has maintained its Boston presence for decades, operating alongside Fidelity Investments’ broader Massachusetts operations. The company also previously operated from 82 Devonshire Street in downtown Boston — Fidelity’s historic flagship Boston location — which remains an additional NFS registered address.

National Financial Services LLC — Primary Corporate Headquarters

245 Summer Street
Boston, Massachusetts 02210
United States

National Financial Services LLC — Additional Registered Address

82 Devonshire Street
Boston, Massachusetts 02109
United States

National Financial Services LLC — Additional Corporate Office

200 Seaport Boulevard
Boston, Massachusetts 02210
United States

Fidelity Investments — Parent Company Headquarters

245 Summer Street
Boston, Massachusetts 02210
United States

For formal written correspondence, regulatory documents, and all escalated written complaints, use the 245 Summer Street primary headquarters address. Include your full name, account number, a clear subject line, and all supporting documentation with your written correspondence.

How to File a Complaint Against National Financial Services LLC

Step 1 — Contact NFS Customer Service Directly
Call NFS’s main customer service line at 1-800-752-7053. When connected, press 1 for investor account inquiries. Clearly describe your complaint, provide your account number and all relevant details, and ask the representative to formally log your concern and provide a case reference number. Most billing discrepancies, 1099 errors, statement issues, and account disputes can be initiated and resolved at this first stage.

Step 2 — Request Escalation to a Supervisor
If the first representative cannot resolve your complaint, immediately ask to be transferred to a supervisor or senior account representative. Senior representatives have greater authority to initiate formal investigations, escalate to the back office, and authorize remedies that frontline agents cannot process. Document all supervisor names, dates, and commitments made.

Step 3 — Submit a Formal Written Complaint
For a written record of your complaint, write a formal letter to National Financial Services LLC, 245 Summer Street, Boston, Massachusetts 02210, Attn: Client Services. Your letter should include your full name, brokerage account number, a detailed description of the issue, all previous contacts made, copies of relevant statements or documents, and the specific resolution you are requesting.

Step 4 — File a Complaint With FINRA
As a registered broker-dealer member of FINRA, National Financial Services LLC is subject to FINRA oversight. File a formal complaint at finra.org/investors/have-problem or call 1-844-574-3577. FINRA will review your complaint and contact the firm to obtain a formal response. FINRA also offers a free dispute arbitration and mediation program for investor disputes involving brokerage accounts.

Step 5 — File a Complaint With the SEC
File a formal complaint with the U.S. Securities and Exchange Commission at sec.gov/tcr. The SEC accepts investor complaints involving securities fraud, account misconduct, and brokerage rule violations. Filing with the SEC creates an official federal record of your complaint.

Step 6 — Contact SIPC
If your complaint involves concerns about the safety of assets held in your NFS brokerage account, contact the Securities Investor Protection Corporation (SIPC) at sipc.org or call (202) 371-8300. SIPC protects customers of registered broker-dealers up to $500,000 per account, including up to $250,000 in cash claims.

Step 7 — File a BBB Complaint
File a public complaint with the Better Business Bureau at www.bbb.org. National Financial Services LLC is registered with the BBB and a public complaint filing typically prompts a faster corporate response within 14 days