ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
OverviewDoing business with us
Here you’ll find all the information you need in order to do business with Fidelity, including due diligence materials to support your decision-making process and disclosure material for using with your clients.
‘Information only request’ service
The online ‘Information only request’ service is available to those adviser firms registered with Fidelity Adviser Solutions. The service provides access to these two reports:
-
Client Report - this gives you information about the client’s accounts including details of the current valuation, assets held, performance, charges and other account details such as whether a regular contribution or withdrawal is set up on the account. You can set a date range back to April 2015.
-
Money in and money out report - this provides all contributions and withdrawals for each account. It also includes a summary of contributions and withdrawals from the date the account(s) was first opened, totalled by transaction type. There is also a full breakdown of all individual contributions and withdrawals.
You can find more information on the Information-only advisers page.
Related content
About us
Here you’ll find all you need to know about Fidelity Adviser Solutions and the services we provide.
Awards and recognition
Our commitment to building long-term relationships with advisory firms has earned us a number of industry accolades and top ratings.