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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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Sustainable Investment Finder ESG Perspectives Sustainable investing guide for advisers ESG criteria and considerations Ask the expert Webinar: Sustainable investing Sustainable funds quarterly update
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ESG Tracking Study Fidelity and Sustainability
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News & insights

Helping clients with their financial wellness
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Technical resources

Technical resources

Retirement income advice webinar
Technical resources Overview
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Technical matters
Tax planning opportunities for 2024/25 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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Technical hub Retirement income Regulation, due diligence and compliance Training support
Overview of Technical resources section

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.

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. 

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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.
  • If your firm has existing agencies do not use this process and speak to your Firm Administrator about access. If you don't have a current Firm Administrator please call us on 0800 41 41 81.

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
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