Financial Advisor Centre

Welcome to the Fidelity Financial Advisor Centre

By registering with the Advisor Centre, you’ll get access to advisor tools, sales and marketing materials. If you have a Fidelity My Book account, you’ll also be able to access your entire book with just one login.

If you haven’t already registered, it only takes a minute to set up your user ID and password. Then start using all these great features.

Create User ID

Take a tour

Take a tour to learn more about the new My Book features and enhancements.

Take a tour

Why register?

  • Get your entire Fidelity book with only one login, no matter how many dealer rep codes you have.
  • Provide access for assistants/associates at a range of security levels
  • Use tools such as our calculators and portfolio planners.
  • Download and order sales and marketing materials.
  • See detailed price, performance and fund information.
  • Register for educational events.
  • Manage subscription preferences to receive Fidelity updates via email.

Need help?

1-800-263-4077
416 307-5200 in Toronto
8 a.m. to 8 p.m. ET, Mon. - Fri