Invest Financial Corp., Tampa, announced last week an agreement with the securities clearing unit of Fidelity Investments to provide clearing services for client banks with Invest programs.

Invest, one of the country's largest providers of insurance and securities products through financial institutions, anticipates moving more than 200 client banks to the new clearing firm, National Financial Services, by year's end.

Subscribe Now

Access to authoritative analysis and perspective and our data-driven report series.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.