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FIDELITY CLEARING & CUSTODY Solutions Step Ahead:Help Protect Your Firm and Clients from Cyber Fraud Actions for advisors and investors to consider to help protect themselves against evolving cyber

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What is fidelity clearing?

Fidelity clearing refers to the process of reconciling and verifying trades, securities, and cash positions between financial institutions to ensure accuracy and compliance with regulatory requirements.

Who is required to file fidelity clearing?

Financial institutions such as banks, investment firms, and broker-dealers are required to file fidelity clearing.

How to fill out fidelity clearing?

Fidelity clearing is typically filled out electronically through specialized software provided by regulatory bodies such as the SEC.

What is the purpose of fidelity clearing?

The purpose of fidelity clearing is to ensure transparency, accuracy, and integrity in the financial transactions and positions of a financial institution.

What information must be reported on fidelity clearing?

Information such as trades, securities holdings, cash balances, and transactions must be reported on fidelity clearing.

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