Why partner with us?

We’re upgrading your log in experience
We are upgrading your Fidelity Adviser Solutions login experience as part of our commitment to protecting your data and your clients’ information. Recent cyber-attacks affecting major UK brands highlight the growing need for robust digital protection, and we are acting now to ensure our systems remain resilient and secure.

When will the changes happen?
We’ll be migrating firms in phases to the new log experience throughout November and continuing into December..

What changes will I see as an existing user?
We’ll begin introducing multi-factor authentication (MFA), a key defence against unauthorised access and cyber threats. We are also enhancing our ‘Manage users’ screen to provide Firm Administrators with more control over their users at their firm. Once a firm has been migrated, they see an Important Information page after entering their username.

Existing users will need to:

• Enter their existing username (your current Consultant ID).
• Create a strong password (including upper- and lower-case letters, numbers, and special characters).
• Enter a six-digit security code sent to a registered email address (with the option to save a trusted device).
• Use a PIN when resetting a password (not required for login).

It is important that you retain your PIN to enable you to reset your password without the need to reach out to your Firm Administrator to help you.

After the upgrade, what changes will there be when creating new users?

• New users, set up by Firm Administrators or those with manage user permissions, will receive an email containing a registration link.
• Upon clicking this link, the new user will be asked to create a username, a strong password, and a PIN.
• Rather than being assigned a consultant ID, the new user will be prompted to create their own username, which could be an email address or any name they prefer.
• This username will be used for login purposes rather than a consultant ID.
• A PIN will only be required for password resets.

What changes have already happened?
Earlier in the year, we updated the login page and introduced a new ‘Forgotten username’ process in preparation for the upgrade. The ‘Forgotten username’ journey employs the same functionality (six-digit security code) that will be used for the login process. Please see below for further details.

What are the steps to take now?

1. Ensure you have two Firm Administrators set up for each Head Agency of your firm and at least one Firm Administrator for each sub-Agency.

2. Firm Administrators with access to the Head Agency should take this opportunity to:

• Check all the current users in their firm and delete any members of staff who may have left or don’t require to log in to Fidelity Adviser Solutions.  
• Ensure each person in your firm has their own unique Consultant ID (where appropriate), as six-digit security codes will be sent to the registered email addresses tied to each login ID. Sharing credentials can lead to access problems.

The above steps can be completed by selecting Firm and Manage Users on the blue navigation bar. In addition, you can access a list of all users by downloading the Web Access report from Reporting Services.

Important information
If your back office has integrated with our Reporting Services and you use a Consultant ID and PIN to access these reports - those credentials will not change, and a PIN will continue to be required to log in and access/download reports from your Back Office.