Investment Solutions

National Financial offers three robust asset management solutions, which combine a brokerage account with a range of cash management features, all on an integrated, leading-edge technology platform. Choose from Brokerage Portfolio,^® Brokerage Access,^SM or Customized Asset Management (for bank broker/dealers).

These products let you offer your customers a comprehensive, consolidated asset management solution designed to simplify their increasingly complex financial lives. Key features include a brokerage account with checking, Visa^® debit card, third-party research through our brokerage platform, online bill paying, and performance reporting (additional fees and/or minimum requirements apply for some services).

Visa is an independent company and is not affiliated with Fidelity Investments.