Manage your business and strengthen client relationships with ease

High-net-worth clients expect proactive, personalized, omnichannel service. uniFide® connects you directly to Fidelity’s expertise, digital capabilities, and operational strength — enabling you to elevate your service model, respond faster, and streamline your business from end‑to‑end.

Access business-critical services in one place

uniFide consolidates Fidelity Clearing Canada’s full suite of competitive wealth solutions into a single, seamless digital environment that is fully web based and accessible anytime.

Digital account opening

Straight-through processing across key services

Sophisticated rules engine

End-to-end digital experiences

Exportable business insights

Trading and reporting on client accounts

Foreign exchange trading of 15+ global currencies

Smart alerts and a dynamic knowledge base

An intuitive interface designed for clarity and control

Access a dynamic dashboard, view key data and resources, manage workflows and monitor request activity.  

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Access business‑critical services tailored to each user’s role and permissions

Customize alerts for activities within client accounts

Analyze trends to uncover growth opportunities

Transform investment data into actionable strategies for your clients

Navigate essential applications and systems with personalized, role‑based access

Retrieve key client documents — statements, tax and regulatory forms and account‑opening materials

Ready to explore partnership opportunities?

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