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New to Fidelity Adviser Solutions?

Thank you for visiting our website, where you can find everything you need to know about us and using our online services.

Our goal is to help firms like yours to build strong, profitable and sustainable businesses and to give you all the support you need. In particular, we want to make your working life easier, whatever role you perform for your firm. As you familiarise yourself with our platform, you’ll find a whole host of services designed to help you.

An update from Jackie Boylan, Head of Fidelity Adviser Solutions

Jackie discusses some of the recent developments and those coming soon to our platform.

3-minute watch

Facts about us

This one page summary gives a quick overview of how we support adviser firms and includes a summary of latest enhancements and new developments.

2 minute read


Building a partnership together

All the value-added features and functionality we offer – including some enhancements we’ve recently introduced – are summarised in our user-friendly guide. It’s also useful if you’re in the process of selecting a long-term platform partner for your business.

Download guide

Your guide to the services and solutions we provide

As well as a summary of the products and investment options we offer.

Download now

Selecting Fidelity as your long-term partner

We recognise that selecting a long-term adviser services partner is a major decision for any advisory firm. Therefore, to help you in your due diligence process, we have produced this document that answers all the questions you may have when conducting your research.

Download now

Who we are

A leading investment and retirement services platform committed to advisory firms.

Register for our services

Flexibility and 24/7 access are just two advantages of using our platform.

Useful contact numbers

You can call us free on any business day between 9:00 am and 5:30 pm.

Transfer of business

There are three scenarios in which clients can be moved between firms.

Technical matters

Retirement, tax and compliance support, with videos and helpful guides.

Help & support

Find answers quickly to the questions we are most frequently asked.

Awards and recognition

Our commitment to building long-term relationships with advisory firms has earned us a number of industry accolades and top ratings.