Investor profile

Manage personal information and credential settings, including:

 

  • My Profile
    • Client profile
    • Account Profile
    • Change User ID
    • Change Password
    • 2- Step verification
 
 
 
  • eDelivery preferences
    • Go paperless. eDelivery notifications will be sent to the email address of your choice, however you can view your account documents online at any time.
Holdings

View and analyze your account holdings:

 

  • Overview
    • Account allocation
    • Account list
  • Holdings by fund(s)
    • CDN $ assets
    • US $ assets
  • Adjusted cost basis (CDN$)
  • Account details
    • RRSP contributions        
  • Rate of return
    • Return of your investments
    • Rate of return as of previous business day
  • Account transactions
    • Transaction period
    • Settled transactions (MTD)
  • Market value & adjusted cost basis chart
Documents

Access all essential documents related to your accounts and holdings, including:

 

  • Fidelity quarterly reports
  • Statements
  • Tax receipts
  • Confirmations
 
 
 
  • Annual regulatory notices
  • Financial Reports & Management Reports of Fund Performance (MRFPs)
  • Letters and notices
Manage your Fidelity accounts and holdings
View MyAccounts