Partner Types




Preferred Plus

Fidelity Institutional®

Fidelity Institutional’s broad range of services empower wealth managers with the data, technology and tools they need to deliver an outstanding experience to their investor clients.

Fidelity Institutional offers clearing and custody services, investment and technology solutions, as well as brokerage and trading through National Financial Services LLC. These services are provided alongside a range of insights, research and client relationship management to financial intermediary firms and institutions. Fidelity's Wealthscape technology platform integrates with Addepar to provide custodial data and streamline workflows.

Fidelity Institutional and National Financial Services (together "Fidelity") is an independent company, unaffiliated with Addepar. Fidelity is a service provider to Addepar. There is no form of legal partnership, agency affiliation, or similar relationship between Addepar and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Addepar and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 992111.1.0