For advisors

As an advisor, you understand how quickly our industry is changing; put the strength of Fidelity to work for your practice.

My Fidelity

Build your own Fidelity Funds watch list. Here you will be able to get a snapshot of your favourite funds’ price and performance.

Access your client portal.

View Fidelity’s monthly fund update for advisors.

View the complete list of Fidelity Fund and ticker codes.

Search for Fund Fact documents for all Fidelity mutual funds or ETFs.

Administration, fees, forms

Find all related forms, information about compensation, fees and investment loans.

This section contains:

Forms

KYP & regulatory updates

Related tools and information to help you with know-your-product requirements and other regulatory updates.

This section contains:

Know-your-product (KYP)

Advisor tools

Access tools such as portfolio intelligence, fund switch validator, Fidelity ClearPlan® Custom Fund Portfolios and more.

This section contains:

Portfolio intelligence

Check here for the dates of upcoming sessions.

Earn continuing education credits.

Support your family office or private counsel business with access to Fidelity's global network.