National Financial Services

Introducing National Financial Services.

Avantax Wealth Management collaborates with National Financial Services, LLC (NFS), a Fidelity Investments® company, to hold client brokerage account assets. NFS is a leading provider of clearing and custody services to quality financial institutions, including one of the largest retail brokerage firms in the United States. NFS’s services include transaction execution, operational support, and the production of account statements and tax reporting documents.