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Streamline your front and back office workflow
Put our advanced technology to work for your business
Fidelity Clearing Canada offers you sophisticated technology services to streamline both your front and back office workflow. Our open architecture platform incorporates state-of-the-art, real-time systems to help you process transactions with ease and accuracy.
Robust, real-time transaction processing including multi-currency trading.
Reporting & Data
Performance and portfolio reporting on an individual or consolidated account basis.
Open accounts and access your entire transaction history online.
Automated corporate actions processing, and integrated business, risk management and operations tools.
Comprehensive access for clients and head offices
Your clients will benefit from secure access to our robust, online Investor Portal and real-time account information, as well as Client Statements, Trade Confirmation and Tax Documents. Head offices can stay on top of accounts with access to online reports and investor statements, trade confirmations and annual tax forms.