Fidelity Fund financial reports

Under securities law, you are entitled to receive annual and semi-annual fund financial reports and management reports of fund performance (MRFPs) for the funds you hold.* These reports are available for viewing online any time on the Regulatory documents page and are also available at sedarplus.ca.

These reports are not the same as your client account statements.

If you do not want to receive these financial reports, no action is required. If you wish to receive these financial reports, please follow the instructions below:

  1. Register on fidelity.ca using your personalized link. 
  2. Choose "eDelivery preference" under your "Profile".
  3. Update your preference for financial reports and MRFPs.

The instructions you provide for your financial reports will be applied to all of your Fidelity Funds, including any new funds purchased.

As an alternative, you may change your preferences at any time by contacting Fidelity Client Relations at 1-800-263-4077, Monday to Friday, between the hours of 8:00 a.m. and 8:00 p.m. ET.

 

* The annual and semi-annual management reports of fund performance do not apply to prospectus-exempt products.