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Supporting you, your business and your clients

Fidelity Adviser Solutions is committed to supporting independent advice firms, like yours, to help financial advisers, paraplanners and support teams to deliver great investment and retirement outcomes for their clients. We look forward to building a strong partnership with you and your firm and support you in helping to grow your business.
Your support page is designed to provide you with key information to help you in your day-to-day activities when using our services. Simply select from the options below for further information. If you feel something is missing, then please let us know and we would be happy to respond to your feedback.

How and when to contact us
Pricing structure
Reporting and back office integration
Introducing the award winning client mobile app - getting clients online
How to use a Discretionary Fund Manager (DFM)
New to Fidelity Adviser Solutions?
How to transfer clients in bulk from one firm to another
Technical Support
Videos demonstrating how to use our services
Link to help and support
Literature library
Application Forms