Privacy Policy

Last Updated: February 10, 2026

This privacy policy (“Policy”) describes how Fidelity Investments Canada ULC (“Fidelity”, “we”, “our”, “us”) may collect, use and disclose your personal information when you interact with us. It also explains certain of your choices and privacy rights. In particular, this Policy applies to investors, advisors or other investment professionals and other individuals who otherwise interact with us, including through our websites or mobile apps on which this Policy appears. This includes individuals who visit fidelity.ca, wealth.fidelity.ca, privatewealth.fidelity.ca, getinvestly.com or our Investly^TM app (all online Fidelity websites and apps will be referred to in this Policy as “Fidelity Sites”). This Policy does not apply to our handling of the personal information of our employees or job applicants, which is governed by a separate policy. The Policy is an informational notice, not a contract, and does not create obligations on you or on us beyond those that apply under applicable laws.

Summary

Fidelity collects your personal information only as necessary to provide you with products and services and to promote our products and services to you, as well as to meet regulatory and tax requirements, provide electronic delivery of regulatory and operational documents, and for identity authentication and access management purposes.

If you are an advisor who uses the section of fidelity.ca restricted to advisors, we collect your personal information to ensure that we keep you informed of products and services you may be interested in, and for identity authentication and access management purposes.

Your information may be shared with third-party service providers, in confidence, to provide services such as the preparation and mailing of client account statements.

We may also share your information with other Fidelity companies, other financial institutions, and government organizations and, if you are an investor with your advisor or investment professional, if you have one. Where information is shared outside Fidelity, it is for the purposes described in this Policy or other notices we provide to you, such as to complete transactions on your behalf, to provide you with services or to meet legal obligations, such as tax reporting.

If you are an investor with an advisor or investment professional, we will only share information with that advisor or investor professional that is relevant to your relationship and necessary to provide you with products and services within the context of that relationship.

Your personal information may be stored and processed by Fidelity affiliates and third-party service providers in Canada and abroad.

Fidelity requires that our service providers and affiliates agree to keep your information confidential and only use it for the limited purpose of providing their services to us.

Personal information is collected from our interactions with you. We might interact with you directly, such as when you call or write to us or visit Fidelity Sites or we might interact with you indirectly, such as if you are an investor with your advisor or investment professional, if you have one. Personal information collected across Fidelity business lines may be used to form a profile of you and your interactions with Fidelity, both in-person and on digital platforms such as the Fidelity Sites or through a service provider, partner or third party, to better serve you with relevant products, services and advertisements.

We aim to protect your personal information through physical, electronic and procedural controls, and we regularly review these controls to determine whether they need to be adapted to respond to changing requirements and advances in technology.

When accessing our online services, we use a variety of protections designed to maintain the security of your online session. For example, we make use of firewall barriers, encryption techniques and authentication procedures.

When you visit our Fidelity Sites, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on Fidelity Sites.

We use cookies and similar technologies to support the operation of Fidelity Sites, as well as to promote products and services that may be of interest to you. You can refuse or delete cookies or opt-out of promotions.

Fidelity advertises our products and services on websites not affiliated with Fidelity. We do not permit these companies to use information they collect on Fidelity’s behalf for any purpose other than to assist them with advertising Fidelity products and services.

You may request access to your personal information and question its accuracy and completeness. We will respond to your request within 30 days of receiving it.

You may withdraw all or part of your consent for us to use your personal information, within certain legal restrictions. If you withdraw consent, however, we may be limited in the services or products that we provide to you.

Please click on the following questions or topics to obtain more detailed information.