Protecting what's yours.

Welcome to the Fidelity privacy centre! The privacy centre will help you learn more about Fidelity’s privacy practices, including how we use data at Fidelity. We will also provide you with some helpful information on how you can protect your personal information online.

privacy centre

Mission statement and principles

At Fidelity, we are committed to the confidentiality, integrity and security of your personal information. Earning and maintaining your trust is very important to us. We believe that treating your personal information with the highest degree of respect is integral to our relationship with you.

We are guided by the following six key principles in the handling of your personal information.

transparency

Transparency

We aim to provide you with a clear understanding of the personal information we collect, why and how that information is used and how we protect your personal information. 

Choice

Choice

You have the ability to make your own choices about the information you share with us, how it’s used and when it should be updated, unless otherwise mandated by law. Where appropriate, we’ll obtain your written consent to collect, use or disclose personal information.

accountability

Accountability

We’re committed to protecting your privacy. Our privacy practices take into consideration legal and privacy notice requirements and how you may ask questions about the way your information is used.

Limiting Collection

Limiting collection

The personal information we collect, use or disclose is limited to only what’s necessary.

access correction

Access and correction

We’re committed to maintaining accurate and complete personal information. You may request access to your personal information and make corrections.

safeguarding

Safeguarding

Your personal information is protected by appropriate safeguards to maintain its confidentiality. However, please note that no system is ever completely secure.



Fidelity Canada privacy policy

For a detailed description of how we collect, use and disclose personal information, please refer to the Fidelity Canada privacy policy.



Marketing: Frequently asked questions

You provide Fidelity with your information when you do business with us, or when you visit fidelity.ca, complete a Fidelity quiz, use a Fidelity tool, enter a Fidelity contest or sign up for, or access, newsletters, webinars, webcasts, podcasts and other Fidelity content. We engage with you based on your consent to collect, use and disclose your personal information for the purposes that we have identified to you. You can withdraw consent to marketing from Fidelity. The choice to provide Fidelity with your consent is always yours; however, your decision to withhold such consent may limit our ability to provide you with certain products, services or offers, and it may limit our availability to provide relevant and/or personalized messaging and digital experiences to you.

You can get more information about how Fidelity handles your personal information by referring to our Privacy Policy.

When you invest with Fidelity as an investor or do business with Fidelity as an advisor, you consent to the collection, use and disclosure of your personal information.

When you visit fidelity.ca, complete a Fidelity quiz, use a Fidelity tool, enter a Fidelity contest or sign up for, or access, newsletters, webinars, webcasts, podcasts and other Fidelity content, you are also asked to consent to the collection, use and disclosure of your personal information.

The choice to provide Fidelity with your consent to the collection, use and disclosure of your personal information is always yours. However, your decision to withhold such consent may limit our ability to provide you with certain products or services.

Yes. Our website uses the following cookies:

Type of Cookies

Who serves the cookie

How to Refuse

Strictly necessary cookies

Strictly necessary cookies are essential for our site to function and allow you to access secure areas of the website and to select funds for investment. These are primarily session cookies and are deleted when you leave the site or complete your transaction.

 

Fidelity

Strictly necessary cookies are essential for our site to function and allow you to access secure areas of the website.

 

Performance

Performance cookies are used to measure browsing activity, in order to learn about how you use our website. We use this information to improve how our website works and to provide you with a better online experience. We may also contact you should you submit any of our customer feedback forms.

 

Adobe Analytics

Adobe Target

Adobe Visitor ID service

Medallia

Decibel Insight

Google Analytics

 

To refuse these cookies, use our privacy consent management tool to save your preferences or review or Privacy policy.

 

Functional cookies

Functional cookies allow us to remember certain selections or preferences you have made for us to tailor our website to you.

 

app.everviz 

Podbean

 

To refuse these cookies use our privacy consent management tool to toggle off and save your preferences. 

 

Advertising cookies

Targeting or advertising cookies are used to deliver advertisements relevant to you. They are also used to limit the number of times you see an advertisement, as well as to help measure the effectiveness of the advertising campaign.

 

Adobe Ad Cloud

Facebook

AdForm

Twitter

LinkedIn

Google Ads

Google Display Network & Floodlight

Marketo

 

To refuse these cookies use our privacy consent management tool to toggle off and save your preferences. 

 

A commercial electronic message (CEM) is an electronic message that has as its purpose encouraging participation in a commercial activity, and that is sent from or received by a computer in Canada. 

Messages that contain operational or administrative information (e.g., information about your account if you’re an investor).

Yes, we need either your express consent or your implied consent to send you these messages. “Express consent” means that you have agreed to receive our messages. If you are an advisor, we rely on implied consent to send you these messages, based on our existing business relationship, unless you have indicated otherwise. If you are a current investor or were an investor with us within the past two years and meet a certain threshold for the amount of assets in your accounts, we also rely on implied consent to send you these messages, unless you have indicated otherwise. If you are a member of the general public, we will generally obtain your express consent to email you, unless there is implied consent to email you that conforms with applicable anti-spam laws. 

You can click on the “Unsubscribe” button at the bottom of the email, or reply STOP to a text message and/or click on the link in that message to update your subscription preferences. 

Your personal information may be stored or processed in or outside Canada. The information will be protected with appropriate safeguards, but may be subject to the laws of the jurisdiction where it is held.

Fidelity has rigorous security and safeguard processes and procedures in place to ensure that all of your account or personal information remains safe from theft, loss or unauthorized access.

Our processes assist in the prevention of any unauthorized access to your account information that may arise from attempts to commit fraud or identity theft. Fidelity may change this ID validation process from time to time as industry best practices evolve.

When you receive a text message, reply STOP to the message, or click on the link to update your text message or email preferences.