Boston Congress Street

Schedule a planning appointment to:

  • Collaborate on a financial plan
  • Discuss your goals and investment strategies
  • Get guidance on a specific situation

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Investor Center details

Financial planning by appointment only

155 Congress Street, Boston MA 02110

Office hours:

Monday to Friday: 8:30 a.m. - 5:00 p.m.


Not sure if you need an appointment? Call us and we’ll help!

This Investor Center: 800-343-2140 (office hours only)

Fidelity Customer Service Center: 800-343-3548 (24/7)

Investor Center management details, parking, holidays, and more info


Branch Manager: Steve Kashian

Location: The branch is located on the corner of Franklin and Congress Streets.

Wheelchair Accessibility: Facing the main entrance, turn right and pass a series of windows to a side door. Upon entering the building lobby, you will see an entrance to the Investor Center.

Parking: For scheduled appointments, validated parking is available at the Post Office Square garage. Bring parking ticket for validation at the Investor Center.

Public Transit: The Investor Center is accessible from the Downtown Crossing stop on Red and Orange T Lines.

Connect with us before stopping by to see if we can help you online

Customer Service Center

Or call us at 800-343-3548

Fidelity Medicare Services® - A licensed Fidelity Medicare advisor can help you identify and enroll in the Medicare plan that makes sense for your situation.