FIDELITY PROCESSING

Whether you are planning to conduct your first 1031 Exchange or you are an adept exchanger looking to partner with a more experienced and sophisticated Qualified Intermediary, Fidelity Processing is well equipped to help you accomplish your financial and business goals... Exchange funds are deposited with one of the 50 top-rated FDIC insured institutional banks in America. Our compliance counsel closely monitors the financial stability of the depository institution. Fidelity Processing's client funds are secured in separate sub-accounts and are never commingled. Exchange funds are held in bank deposit accounts segregated and identified by the taxpayers' names and tax identification numbers... Although the process is relatively straightforward, the rules are complicated and filled with risk. Fidelity Processing has developed an excellent reputation due to our understanding of the rules and our commitment to providing outstanding service to our clients.

Primary location: Oakhurst United States