Updates from Fidelity Clearing and Custody Solutions Updates

Revisions to 4311 Welcome Letter, New Account Profile and Revise Account Profile Letters Important Notice 20-59
As of May 12, new 4311 Welcome Letter, NAP letter and RAP letters will begin on May 15, 2020. Read the announcement here.

Availability of Negative Yields on BondTraderPro
Due to the current low yield environment and client requests, on Friday, May 15, 2020, BondTraderPro (BTP) will be modified to allow orders with negative yields to be entered. Read the announcement here.

TC114687(0520)1

Previous PostCongratulations to ESI’s Award Winners!
Next PostMemorial Day Holiday

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information

Updates from Fidelity Clearing and Custody Solutions Updates

Previous PostCongratulations to ESI’s Award Winners!

Next PostMemorial Day Holiday