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Comparison

Fidelity Clearing & Custody vs BNY Pershing

Pick Fidelity Clearing & Custody when

  • Independent RIAs leaving an employee broker-dealer
  • Broker-dealers outsourcing clearing
  • Firms running managed accounts via FMAX
  • Advisors needing margin-lending oversight

When Fidelity Clearing & Custody is not a fit

  • Individual investors . you cannot buy this
  • Solo advisors wanting self-serve, published pricing
  • Anyone expecting month-to-month SaaS signup
  • Buyers who need public user reviews before committing

Sources

  1. Fidelity Clearing & Custody homeclearingcustody.fidelity.com
    official
  2. Choose a custodian that will help drive your growthclearingcustody.fidelity.com
    official
  3. Fidelity Managed Account Xchange (FMAX)clearingcustody.fidelity.com
    official
  4. Lending Managerclearingcustody.fidelity.com
    official
  5. Monitoring Client Margin Loansclearingcustody.fidelity.com
    official
  6. Considering independence?clearingcustody.fidelity.com
    official
  7. Business protection consultingclearingcustody.fidelity.com
    official
  8. Security pageclearingcustody.fidelity.com
    official
  9. Fidelity Clearing & Custody Solutions . AUM Roadmap listingaumroadmap.com
    review
  10. Finding A Fit . WealthManagement.comwealthmanagement.com
    news
  11. A Clear Change . custody and clearing industrywealthmanagement.com
    news
  12. Arete Wealth expands clearing and custody with BNY Pershingfintecbuzz.com
    news
  13. RBC Clearing and Custody alternatives . CB Insightscbinsights.com
    news
  14. g2.comg2.com
    review