Our online service offers clients lots of benefits. In addition to cutting down on the amount of paperwork they receive through their letterbox, clients can also perform some basic administrative tasks themselves. This saves time for you as well.
Clients are able to:
If clients elect to go paperless, they will also be helping to reduce the impact on the environment. More and more of our clients are choosing this option and, in doing so, they help us to reduce our carbon footprint.
Watch this interactive video to discover the benefits of the online client portal.
We’ve all grown used to managing our lives through our smartphones and investors are increasingly expecting to be able to view their investments on the go. Our popular mobile App lets your clients stay in touch with their Fidelity accounts wherever they may be.
Our Fidelity App is available to all clients who have registered for an online account.
Download on Apple store Download on Google PlayA one-page client-facing sales aid that introduces the benefits of online access.
Sample text firms could use for their client communications about our online service.
Client-facing guide including a step-by-step checklist on how to set up online access.
Benefits of the mobile App and instructions on how clients set themselves up.
The UK Platform Group have put together a factsheet to help clients understand what platforms do.
Here you’ll find all you need to know in order to do business with Fidelity, including Terms and Key Features documents for clients.
Overview