How do I request online access?

Please email Lori at lpatterson@centerpointadvisors.net with your request for online access, and a user ID and password will be issued to you via e-mail to view your investment account information.

If I would like to make a deposit to my investment account, to whom would I make the check payable?

Please make all checks payable to “National Financial Services” or “NFS” and indicate the account name and number in the memo section of the check.

Please mail directly to our office at:
Centerpoint Advisors, LLC
175 Highland Avenue, Suite 302
Needham, MA 02494

If I would like to wire funds into my account what bank delivery instructions should be used?

JP Morgan Chase
55 Water Street
New York, NY
ABA# 021000021
For Credit To:
National Financial Services LLC
A/C#: 066196-221
Account Name: _____________
Account No: _____________

How do I make checks payable to a 529 College Fund Plan?

All 529 plan contribution checks should be made payable to “BlackRock FBO (beneficiary name)” and mailed to our office at:
Centerpoint Advisors, LLC
175 Highland Avenue, Suite 302
Needham, MA 02494

How are my assets protected?

Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000. For claims filed on or after July 22, 2010, the $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection on claims for cash, subject to periodic adjustments for inflation in accordance with terms of the SIPC statute and approval by SIPC’s board of directors. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 202.371.8300.

“Excess of SIPC” Coverage

In addition to SIPC protection, NFS provides for brokerage accounts additional “excess of SIPC” coverage through Lloyd’s of London, together with other insurers.1 The excess of SIPC coverage will be used only when SIPC coverage is exhausted. Like SIPC protection, excess of SIPC protection does not cover investment losses in customer accounts due to market fluctuation. It also does not cover other claims for losses incurred while broker-dealers remain in business. Total aggregate excess of SIPC coverage available through NFS’s excess of SIPC policy is $1 billion. Within NFS’s excess of SIPC coverage, there is no per-account dollar limit on coverage of securities, but there is a per-account limit of $1.9 million on coverage of cash. This is the maximum excess of SIPC protection currently available in the brokerage industry.

1 Fidelity’s “excess of SIPC” insurance is provided by Lloyd’s of London together with Axis Specialty Europe Ltd., Markel International Insurance Company, XL Specialty Insurance Company, and Munich Reinsurance Co.

Fidelity Investments is an independent company, unaffiliated with Centerpoint Advisors. Fidelity Investments is a service provider to Centerpoint Advisors.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Centerpoint Advisors and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered service mark of FMR LLC.

Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

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