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National Financial Services (NFS), Fidelity's clearing subsidiary, delivers SFTP-based account, position, and transaction data to Milemarker. Daily files power consolidated reporting for NFS-affiliated firms.
Overview.
National Financial Services (NFS), Fidelity's clearing subsidiary, delivers SFTP-based account, position, and transaction data to Milemarker. Daily files power consolidated reporting for NFS-affiliated firms.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Transactions, Holdings, Cost Basis.
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