Account Features

Advisory clients of Greenwich Financial Management Inc., an independent Registered Investment Advisor, are able to establish accounts with National Financial Services LLC, a Fidelity Investments Company, member NYSE/SIPC. Such accounts offer the following features and advantages:

• High quality execution ability in equities, fixed income securities, options and foreign exchange.
• An easy-to-read, informative monthly client statement. It shows snapshots, summaries, and detailed histories.
• A comprehensive trade confirmation sent to you for each trade made in your accounts.
• A report, sent out to you each January from Fidelity's Tax Reporting department, providing brokerage tax accounting, plus 1099 tax forms and a 5498 form.
• Check writing ability.
• Money market accounts, with taxable and municipal options.
• Ability to view your account online 24/7. A Personal Center, with ability to set up a personal quote list, receive news and commentary from CBS MarketWatch, and receive weekly and daily market reports from Lehman Brothers-all based on the securities you follow. Personalize your layout with the index information and commentary you want to see.
• Access to more than 11,000 share class alternatives from over 400 mutual funds, via Fidelity's Institutional Funds Network. The great majority of these funds are no-load.
• Competitive transaction fees.