Sound Wealth Advisors works with Fidelity Clearing & Custody Solutions(R) (FCCS) for brokerage and custody services.
A custodian is a financial institution that has a legal responsibility for a client's securities, including the management and protection of assets. They also provide the trading platform and access to wealth management resources to meet the needs of firms such as Sound Wealth Advisors. During our long, extensive due diligence process, there were three differentiators that separated Fidelity from the rest.
Fidelity will provide you with a clear, consolidated monthly statement that reflects all of your investment positions and transactions. They also offer helpful online financial tools.
Fidelity Clearing & Custody Solutions provides clearing custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.