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Fidelity Investments Professional App app for iPhone and iPad


4.0 ( 0 ratings )
Finance
Developer: Fidelity Investments Canada ULC
Free
Current version: 1.3.3, last update: 7 years ago
First release : 06 May 2016
App size: 0 Bytes

As a financial advisor, you need access to product information whenever and wherever you want. If you use an iPad®, iPhone® and/or iPod Touch®, this free app gives you instant access to the latest fund and pool information from Fidelity Canada. Answer your clients’ questions or analyze new investment options—anywhere, anytime. It’s fast and easy!

FEATURES
-Monitor prices and performance: Quickly search for all Fidelity mutual fund and pool pages
-Check fund codes and facts: Use this administrative info to keep work flowing
-Watch videos: Get the latest economic and market analysis from Peter Drake and Fidelity PMs

ACCESS
Financial advisors must be registered for access to fidelity.ca Advisor Centre and use the same UserID and password with this app. Any qualified advisor can register and use the app, not just advisors who provide Fidelity products. This app is not intended for investors because it accesses mainly industry information.

SECURITY
Client account information is not accessible via this app at the present time.

To learn more about the Fidelity App for Advisors, contact your Fidelity representative or visit www.fidelity.ca.

Fidelity, Fidelity Investments and the Pyramid design logo are registered service marks of FMR LLC.