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

655 West Columbia Way, Suite 404, Vancouver WA 98660

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: 800-224-7285 (office hours only)

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

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


Branch Manager: Rebecca T. S. Morris

Parking: We have Fidelity parking spaces 122-127 available in our parking garage – the address to the garage is 111 Parkway Place Vancouver, WA 98660. We also have 3 Fidelity labeled customer spots available in Lot 5 – Located in the southeast corner of the lot - across the street from our building.

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

Customer Service Center

Or call us at 800-343-3548