Welcome, BMO Financial Group

Fidelity is dedicated to your financial wellness, offering a wide range of educational resources and professional guidance to help you take control of your future.

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Fidelity Go®


A digital managed account designed for investors looking for simple, professional money management solutions.1

A digital financial service

With our robo advisor, answer a few questions and we'll build a strategy to meet your needs.

Professional management of your money

We monitor the markets and automatically rebalance the portfolio to keep you on track.

Affordable investing

No advisory fee for balances under $25,000, 0.35% advisory fee for balances of $25,000+

Not your everyday basket investing

Fidelity Basket Portfolios — A faster, easier way to build and manage your portfolio with baskets. Build each basket with the stocks and ETFs you want, trade with one click, and manage it as one investment. More possibilities. More control.

Free 30-day trial


$4.99 per month



Click here for answers to frequently asked questions

Get $150 reimbursed

Move your account and get up to $150 in account transfer fees reimbursed.2


Financial Planning with Fidelity

Fidelity Estate Planner®

Our free, online service for Fidelity customers guides you through the estate planning process so you can work with an attorney to create a plan.

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Free Plan3

Create a free plan to see your current financial picture and how to make progress toward your short- and long-term goals.

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Fidelity Goal Booster

Set goals, explore relevant options to save or invest, then link accounts directly to your goals.


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Investing calls for clarity

At Fidelity, we believe the more we can make investing and financial planning clear and simple, the more confident you'll be about the decisions you make. And the more you'll get from our relationship together.

Investing calls for clarity

At Fidelity, we believe the more we can make investing and financial planning clear and simple, the more confident you'll be about the decisions you make. And the more you’ll get from our relationship together.

Level up your investing skills by watching In the Money, a weekly live show where a Fidelity professional discusses the macro backdrop and new trade ideas with Tony Zhang and Jessica Inskip of OptionsPlay. Hear original insights, options strategies, and timely trades tailored for the evolving market conditions.4


When: Live every Thursday at 2 p.m. ET

Crypto at Fidelity

We know crypto

From bitcoin mining in 2014, to our first crypto service in 2018, we learned by doing.

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Train your brain

Our focus on education will help you invest in crypto with clarity.

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Go direct or go broad

Trade bitcoin and ethereum directly5 or get broader access with ETFs—your choice.

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Keeping your information and assets secure


The protection of your portfolio and personal information is the foundation of our relationship. That's why we offer the latest technology to help give you the ultimate benefit—peace of mind.


Learn more about our security

Find out what others are saying about us

Customer stories


Read what customers have to say about their experiences with us.

Awards and recognition


See what independent third-party reviewers think of our products and services.

Financial wellness & education

Improve your financial wellness with these tools and resources


Financial wellness is comprehensive. When you're financially well, you feel confident about the future and know what you're going to do next with your money. From budgeting your finances and paying down debt to creating an emergency fund and investing for the future, it's all about learning what to do and then taking action. We update this Financial Wellness section every quarter, to make sure we provide you with timely information that meets your needs—so keep coming back.

The more skills and knowledge you gain, the more you'll be able to improve your financial wellness. Check out these tips and resources for staying on top of key money matters:



Fidelity Webcast hub:
Practical conversations to help you work toward living well financially, today and tomorrow:

3 Tax Savvy Giving Moves for 2024
Explore how you can integrate charitable giving into your financial planning to help maximize your impact.

What the 2024 election means for stocks, taxes, and more

Fidelity professionals share their latest insights on what the 2024 US elections may mean for stocks, the economy, tax changes, and more.

Fidelity Viewpoints®: Protecting Yourself in a Digital World video
Fidelity Viewpoints®: Protecting Yourself in a Digital World

Learn more about these important topics:

Fidelity for her
Learn about the unique financial considerations women face, when to save vs invest, and which accounts make sense for your goals.

Today's Financial News & Guidance
Comprehensive third-party articles from trusted news sources to help you make the best decisions for your money.

Fidelity Viewpoints®: Market Sense
Find out what's moving markets and get timely economic updates and market outlooks from Fidelity professionals.

Fidelity Viewpoints

Fidelity Smart Money - Find out what the news means for your money, plus tips to help you spend, save, and invest better.

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Visit Fidelity Learn for other articles, videos, and webinars

Help your teen make, manage, and invest their own money- with your guiding hand.


With the Fidelity Youth® Account, your teen can:
- Save for their goals with money buckets
- Start investing with as little as $1
- Get paid to learn and practice good money behavior


Interested in learning about strategies and tools geared towards long-term investing success? Listen into Season 4 of Fresh Invest as we’ll discuss the investing life cycle in the context of today’s economic climate.

Whatever you're investing for, we can help

Whether you need a trading account, or a rollover, traditional, or Roth IRA—it only takes a few minutes to open an account.



Please note: As the employee, it's your responsibility to adhere to your firm's compliance policy and code of ethics. For more information, contact your compliance office.


Please also remember that Fidelity Cash Management and Health Savings accounts need to be disclosed to compliance.

We're here to help

Help is here 24/7. Call us, chat with an investment professional, or visit an Investor Center.
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