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Who we are New to Fidelity Adviser Solutions? Awards Register to use our services The depth and breadth of our service Due diligence: choosing the right partner
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Sustainable investing

Sustainable investing

Watch now: SDR regulations webinar
Sustainable investing Overview
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ESG Tracking Study Fidelity and Sustainability
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Helping clients with their financial wellness
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Technical resources

Technical resources

Watch Autumn Budget key takeaways
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Technical matters
Webinar: tax planning considerations following Labour's first Budget Tax year end planning Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Why partner with us?

Thank you for visiting our website. This is where you’ll find all you need to know about Fidelity Adviser Solutions and using our online services.

If your firm is already registered and you are looking to log in, please speak to your Firm Administrator who can set up your log in details. If you don’t have a current Firm Administrator, please contact us on 0800 41 41 81.

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The ongoing transformation of our business

We’re wholly committed to the continuous development of our adviser services business and we’ve introduced a myriad of enhancements since 2020 alone. Our ongoing development programme has delivered new functionality and services, an extended range of assets, website improvements and a whole host of features that improve both the adviser and client experience. 

View enhancements

To complete registration for your adviser firm you need to be authorised to accept our Terms of Business for Intermediaries on behalf of your firm. You will be registered on our platform under a Unique Agency Number (UAN).

Who should register

Please use this registration process if:
 

  • Your firm or network hasn't registered with us before
  • You're an appointed representative (AR)
  • Your firm or network is already registered with us but you'd like to create a new agency
  • If you're a Discretionary Fund Manager (DFM) do not use this process. Please email FIL - Adviser Solutions DFM Team for DFM registration.
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To register you'll need your:

  • FCA reference number, or if you're an AR, the FCA reference number of your network
  • Legal Entity Identifier (LEI) - if applicable
  • Contact details
  • The bank account and sort code you would like Fidelity to pay adviser fees to
  • If you want to create a new agency and link it to an existing one, you'll need the existing agency number
Start Adviser Registration

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