Welcome, PwC

As an approved provider in the Brokerage Simplification Program, you have access to the breadth and depth of investment products, holistic planning and guidance, and the exceptional value that we offer each and every customer.

For local assistance in NYC, please contact:
Jennifer Kruger, Branch Manager
733 Third Ave
New York, NY 10017
212.867.6784 ext. 50652

See what Fidelity has to offer.

Note: Fidelity money market funds are the default option when opening a new brokerage account. Please ensure to pre-clear this fund in Checkpoint to ensure it is a permissible option for you. If you determine this fund is not permissible, please contact Fidelity Investments at 800-726-0286 to have the sweep option changed to the FCASH deposit program. FCASH and FDIC Sweeps are generally permissible; however, some individuals may be considered covered persons and need to remain within FDIC and/or SIPC limits. Please review your firm's policy regarding other financial arrangements.

Learn about Fidelity's products and services.

Fidelity Investments is one of a select few approved brokers that provides monitoring services to PwC, allowing the PwC compliance group to thoroughly monitor retail brokerage accounts. PwC employees must always follow their internal code of ethics rules and regulations.
You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates, the fund’s sponsor, have no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
© 2019 FMR LLC. All rights reserved.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917