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How to invest with Fidelity

Ready to start investing? Here’s your chance to take advantage of Fidelity’s impressive lineup of mutual funds and ETFs.

There are two easy ways to buy Fidelity mutual funds and ETFs:

1. Financial advisor

 

Financial advisor poster

Many Canadians find working with a financial advisor can be helpful. Good financial habits and planning contribute to financial success. Advisors can help to provide the discipline and investment expertise to achieve your long-term goals. A financial advisor who manages your investments can invest in Fidelity ETFs and mutual funds for you.

If you don't have an advisor already, our Working with a Financial Advisor toolkit can help you get started.

Email me the toolkit

The toolkit includes:

  • Advisor services checklist
  • Checking references
  • Financial changes by life stage
  • Financial needs checklist

And more

 

2. Online brokerage account

Online brokerage poster

At Fidelity, we believe in the value of advice; we also understand that some investors like to do it themselves. If that sounds like you, you can purchase Fidelity Canada ETFs or mutual funds during normal trading hours through any online brokerage.

Look for Fidelity Canada ETFs traded through the TSX or NEO exchanges, or Fidelity Canada series F mutual funds on your online brokerage account.

Easily search through our funds using the investment finder tool.

Search for an ETF or mutual fund

 

Can’t find what you’re looking for? Ask your online brokerage to add the Fidelity funds or ETFs that you would like to invest in.

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