Principles
At Fidelity, we are guided by Canadian privacy laws that highlight the following six key principles in the handling of your personal information.
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Welcome to the Fidelity privacy centre! The privacy centre will help you learn more about Fidelity’s privacy practices, including how we use data at Fidelity. We will also provide you with some helpful information on how you can protect your personal information online.
At Fidelity, we are guided by Canadian privacy laws that highlight the following six key principles in the handling of your personal information.
We aim to provide you with a clear understanding of the personal information we collect, why and how that information is used and how we protect your personal information. If you have any questions about our practice, do not hesitate to reach out to us.
You have the ability to make your own choices about the information you share with us, how it’s used and when it should be updated, unless otherwise mandated by law. Where appropriate, we’ll obtain your written consent to collect, use or disclose personal information.
Our privacy practices take into consideration legal and privacy notice requirements and how you may ask questions about the way your information is used.
The personal information we collect, use or disclose is limited to only what’s necessary.
You may request access to your personal information and make corrections.
Your personal information is protected by appropriate safeguards to maintain its confidentiality. However, please note that no system is ever completely secure.
For a detailed description of how we collect, use and disclose personal information, please refer to the Fidelity Canada privacy policy.
You provide Fidelity with your information when you do business with us, or when you visit fidelity.ca, complete a Fidelity quiz, use a Fidelity tool, enter a Fidelity contest or sign up for, or access, newsletters, webinars, webcasts, podcasts and other Fidelity content. We engage with you based on your consent to collect, use and disclose your personal information for the purposes that we have identified to you. You can withdraw consent to marketing from Fidelity. The choice to provide Fidelity with your consent is always yours; however, your decision to withhold such consent may limit our ability to provide you with certain products, services or offers, and it may limit our availability to provide relevant and/or personalized messaging and digital experiences to you.
You can get more information about how Fidelity handles your personal information by referring to our Privacy Policy.
When you invest with Fidelity as an investor or do business with Fidelity as an advisor, you consent to the collection, use and disclosure of your personal information.
When you visit fidelity.ca, complete a Fidelity quiz, use a Fidelity tool, enter a Fidelity contest or sign up for, or access, newsletters, webinars, webcasts, podcasts and other Fidelity content, you are also asked to consent to the collection, use and disclosure of your personal information.
The choice to provide Fidelity with your consent to the collection, use and disclosure of your personal information is always yours. However, your decision to withhold such consent may limit our ability to provide you with certain products or services.
Yes. Our website uses the following cookies:
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Strictly necessary cookies Strictly necessary cookies are essential for our site to function and allow you to access secure areas of the website and to select funds for investment. These are primarily session cookies and are deleted when you leave the site or complete your transaction.
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Performance Performance cookies are used to measure browsing activity, in order to learn about how you use our website. We use this information to improve how our website works and to provide you with a better online experience. We may also contact you should you submit any of our customer feedback forms.
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To refuse these cookies, use our privacy consent management tool to save your preferences or review or Privacy policy.
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Functional cookies Functional cookies allow us to remember certain selections or preferences you have made for us to tailor our website to you.
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To refuse these cookies use our privacy consent management tool to toggle off and save your preferences.
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Advertising cookies Targeting or advertising cookies are used to deliver advertisements relevant to you. They are also used to limit the number of times you see an advertisement, as well as to help measure the effectiveness of the advertising campaign.
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A commercial electronic message (CEM) is an electronic message that has as its purpose encouraging participation in a commercial activity, and that is sent from or received by a computer in Canada.
Messages that contain operational or administrative information (e.g., information about your account if you’re an investor).
Yes, we need either your express consent or your implied consent to send you these messages. “Express consent” means that you have agreed to receive our messages. If you are an advisor, we rely on implied consent to send you these messages, based on our existing business relationship, unless you have indicated otherwise. If you are a current investor or were an investor with us within the past two years and meet a certain threshold for the amount of assets in your accounts, we also rely on implied consent to send you these messages, unless you have indicated otherwise. If you are a member of the general public, we will generally obtain your express consent to email you, unless there is implied consent to email you that conforms with applicable anti-spam laws.
You can click on the “Unsubscribe” button at the bottom of the email, or reply STOP to a text message and/or click on the link in that message to update your subscription preferences.
Your personal information may be stored or processed in or outside Canada. The information will be protected with appropriate safeguards, but may be subject to the laws of the jurisdiction where it is held.
Fidelity has security and safeguard processes and procedures in place that aim to protect your account or personal information from theft, loss or unauthorized access.
Our processes assist in the prevention of any unauthorized access to your account information that may arise from attempts to commit fraud or identity theft. Fidelity may change this ID validation process from time to time as industry best practices evolve.
When you receive a text message, reply STOP to the message, or click on the link to update your text message or email preferences.
Click on the resources below for some helpful tips and guides on what you can do to protect your personal information online.