Enhancing our technology capabilities
Richardson wealth’s next step in technology: transitioning to Fidelity Clearing Canada’s uniFide™ platform
Last year, we sent out a letter to you announcing an exciting strategic agreement with Fidelity Clearing Canada ULC (Fidelity). Simply put, what this means is that Richardson Wealth will use Fidelity’s best-in-class technology platform, uniFide™, to enhance our processes and systems. Fidelity will also become our carrying broker, providing custody, clearing and trade settlement services.
Our firm’s new relationship with Fidelity accelerates our digital capabilities, streamlines systems and most importantly, enhances the wealth management experience we offer to you.
What this means for you
Our back-office transition to Fidelity will take place on, or around, December 31, 2022 subject to regulatory approval.
We have linked a copy of the letter you will receive with your September statement here, containing full details of what you can expect. Most things are not changing and for those that are, very few — if any — will require action on your part.
We encourage you to read this letter and reach out should you have any questions.
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