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Portfolio Review

Looking for active involvement in making investing decisions? Let us assess your financial situation, offer ideas and suggestions, and help you create an appropriate investment strategy. It takes about 20 minutes.


What to expect

  • Tell us your goals. Would you like to create a retirement or college savings plan, or are you saving for any other financial goals? We’ll prefill customer information so you can identify which accounts to include in your plan, and give you the option to include accounts held outside of Fidelity.
  • Determine the right mix of investments. Explore various asset mixes and returns on your own or let us suggest one for you.

What you'll get

  • A free analysis of your current portfolio. We'll compare your current portfolio to your target asset mix so you can evaluate areas that may need adjustment.
  • A choice of strategies. We'll suggest four investment strategies to help you better align your portfolio with your goals, including managed accounts, asset allocation funds, or a model portfolio of mutual fund investments.
  • A detailed action plan. We’ll provide a printable report with clear next steps and the option to put your plan into motion right away.
Guidance provided by Fidelity is educational in nature, is not individualized and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
Portfolio Review is an educational tool.