You have been directed to this Web site because your broker/dealer has a relationship with National Financial Services LLC (NFS). NFS may provide trade execution, clearing, and other related services for your brokerage account. In this role, NFS distributes required and supplemental information to you regarding your account. This Web site was designed as a method for delivering this information to you. If you have any questions regarding the information posted here, please contact your investment representative.

2008 Tax Statement
NFS is committed to providing concise, detailed information to help you complete your income tax returns. Access this information here.

Completing your Form 5500
This information packet has been prepared to help guide you through the forms required for filing Form 5500 for your Premiere Select^® Retirement Plan. Learn more. (PDF)

Safeguarding Accounts
Understand how your assets held with NFS are protected. Learn more.

NFS Consolidated Statement of Financial Condition
Under the Securities and Exchange Act of 1934, on a semiannual basis, NFS is required to provide information regarding its financial standing. Obtain the current version here.

NFS Privacy Policy
NFS is proud of its privacy and confidentiality practices. As custodian of your brokerage account, NFS has crafted a policy that describes its practices pertaining to the privacy of your personal information. Access the NFS Privacy Policy. (PDF)

NFS Business Continuity Statement
NFS has an extensive business continuity plan in place to safeguard your assets and protect vital account information in the event of a business interruption. Learn more. (PDF)