WE ARE DEDICATED TO YOUR SUCCESS
Working with Fidelity Clearing Canada means you get the expertise in turning challenges and trends into opportunities and growth for your business.
We offer you
- Coordinated service of a Client Experience team and 1:1 dedicated support
- Streamlined workflow from front to back office
- Full-service trading and settlement of equities, fixed income, options, foreign exchange and international securities, ETFs and mutual funds
- Real-time transaction processing and reporting
- Integrated tools and flexible reporting for risk management and operations
- Full range of registered/non-registered accounts, including multi-currency
- Tailored pricing to manage expenses, clients and growth
- Data support and nightly uploads for portfolio management and CRM software
- Integrated custody for OM funds and private pools
Let’s get started. Get in touch today.
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