Fidelity Assist

Fidelity Assist is for any member of the FidelityAssist.com website.

Fidelity Assist is for any member of the FidelityAssist.com website. Users who are members can manage their CRM accounts right from their cell phone.

All the features that Fidelity Assist users have learned to appreciate are now at their fingertips. From sending out emails directly to their clients to viewing client contact information as well as updating it.