Fidelity’s KYP resources

As your trusted partner, Fidelity is here to support you in fulfilling the know-your-product (KYP) obligations related to client-focused reforms. We understand that today, more than ever, it’s important that you have all the information you need at the ready and accessible in one place

As the starting point for KYP-related information on Fidelity products, the links below offer information to assist you. Over time, and as your needs and dealer requirements evolve, we’ll continue to refine the tools and information available to you here.

In the meantime, if you can’t find what you’re looking for, please contact your Fidelity sales team.


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