Planning & Guidance Center

Whether you want to plan for retirement, pay for college, or something else—we can help you build an investment strategy that fits your needs.


Not a Fidelity customer? Use this tool as a guest

Get detailed analysis and a clear plan of action

Set up a goal

and track your progress

Get next steps to consider

and make adjustments as needed

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Learn how to interact with Fidelity's Planning & Guidance Center to create or revise your financial plan and make the most informed changes to your investing strategy.

Create or modify your plan today

As a customer, all you need to do is log in. We'll include your Fidelity account information and give you the options to include accounts you hold outside of Fidelity.



Not a Fidelity customer? Use this tool as a guest

Ready to get started?