Refer Friends and Family Today
... and Share the Benefits of Fidelity

We appreciate the trust you place in Fidelity to help you reach your financial goals. If you think a friend or family member could benefit from working with us as well, we're making it easier than ever to refer them through our exclusive Fidelity Friends and Family program.

How the Referral Program Works

Refer your friends and family to Fidelity using our simple online form. They will receive a personal invitation to join Fidelity and enjoy all that Fidelity has to offer, including great value, one-on-one guidance, exceptional service, and a broad choice of investment options.

Refer Friends and Family Now

Additional Resources

Fidelity Friends and Family FAQs

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Although consultations are one-on-one, 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.
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