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Updates from Fidelity Clearing and Custody Solutions Updates

May 19, 2020 Operations

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

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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.

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