Welcome, Goldman Sachs Personnel

Goldman Sachs personnel and related persons* can now enjoy a 20% discount on certain Fidelity managed account products. Learn more

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Benefits for Goldman Sachs personnel

Fidelity FundsNetwork®

Access to over 10,000 mutual funds through Fidelity's FundsNetwork®, many of which have no transaction fees1.

Goldman institutional class funds

Purchase Goldman Sachs' institutional class funds commission free with no investment minimums.

Fidelity Learning Center

Explore a wide range of financial topics, from asset allocation strategies to college planning.

Get $150 reimbursed

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

Enjoy professional investment management through Fidelity GoSM, a digital advisor, or choose an eligible Fidelity® Wealth Services account. Restrictions apply.3

Employees and related persons cannot fund any managed account product with securities that are not exempt from preclearance. Employees and related persons cannot purchase any managed account, including tax-sensitive Portfolio Advisory Services (PAS), that holds individual securities or those with an equity sleeve. Employees must preclear all trades as necessary via Goldman Sachs compliance.3,4

Schedule an in-person appointment at one of these local Investor Centers or an Investor Center near you to discuss this managed account offer and your overall planning

Nicholas Barbato - Wall Street, NY
Branch Leader

212-422-8268 ext. 50071

Gerard Kinzel – Newport Beach, CA
Branch Leader

949.629.9950 ext. 77049

John Wright – Irving, TX
Branch Leader

972-263-6473 ext. 53374


Learn more about these important topics:

Transfer an Account to Fidelity

Move your account from another firm quickly and efficiently. We'll help you every step of the way.

What you'll need

  • A statement from your current firm. You'll need your account number, type of account, and holdings.
  • A matching account. If you don't already have a matching Fidelity account, you can open one as part of the transfer.

The transfer will take about five days to process, and you can monitor the status with our Transfer Tracker.

Cash management solutions

Our cash management solutions give you the power to manage your cash and spending alongside your investments.

Fidelity® Cash Management Account—A better way to save and spend

This convenient way to save, spend, and manage your cash has all the features of a traditional checking account, without the bank.

* No fees or minimum balances
* All ATM fees reimbursed5
* Free debit card, checkwriting, and BillPay

* FDIC insurance eligibility6 
* Convenient mobile check deposit
* Account dashboard and alerts

Financial wellness seminars

Important information:

To help keep everyone safe, we're offering only select services at our branches. But our advisors are available to help you over the phone and you can complete most common tasks on Fidelity.com or the Fidelity Mobile® app. To find the latest hours and information about your local Investor Center, please visit:

The act includes changes to retirement plans, health care, money market funds, charitable giving, the tax deadline, student loan debt, and more.
Learn how the new CARES Act might impact you

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.

We're here to help—however and whenever you need it

No matter what financial questions you have, we're here to work with you on your terms.

Ready to get started?

It’s easy—opening an account takes just minutes.

Please note: Fidelity Wealth Advisor Solutions (WAS) is not an approved product. It is the responsibility of all Goldman Sachs personnel to ensure that they are adhering to firm and divisional personal trading policies. For more information, please email gsglobalcompliance@ny.email.gs.com or contact your divisional compliance officer.

Help maximize every trade with our tools, research, and execution

Fidelity was just rated Best Online Broker in 2020 by Barron's and Investor's Business Daily. We were also named #1 for Order Execution and #1 for Research by StockBrokers.com in 2020.

See why we're an industry leader in trading

Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further details.

The Fidelity Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as your main account for securities trading. Customers interested in securities trading should consider a Fidelity Account.
Fidelity is not a bank and brokerage accounts are not FDIC-insured, but uninvested cash balances are eligible for FDIC insurance.
*"Related persons" is defined by Goldman Sachs as a relative living in the same household or as a relative who is financially dependent.
1. Other fees and expenses applicable to continued investment are described in the fund's current prospectus.
2. Customers may be reimbursed for account transfer fees (up to $150) for each eligible account moved to Fidelity. $25,000 minimum deposit required. Certain reimbursements are taxable- and may be reported on Form 1099·MISC.

Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. <Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser.> Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, <Strategic Advisers,> FPTC, FBS, and NFS are Fidelity Investments companies.


​Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction. ​​


Your account will automatically be reimbursed for all ATM fees charged by other institutions while using a Fidelity® Debit Card linked to your Fidelity Cash Management Account at any ATM displaying the Visa®, Plus®, or Star® logos. The reimbursement will be credited to the account the same day the ATM fee is debited from the account. Please note that there may be a foreign transaction fee of 1% that is not waived, which will be included in the amount charged to your account. The Fidelity® Debit Card is issued by PNC Bank, N.A., and the debit card program is administered by BNY Mellon Investment Servicing Trust Company. These entities are not affiliated with each other or with Fidelity Investments. Visa is a registered trademark of Visa International Service Association, and is used by PNC Bank pursuant to a license from Visa U.S.A. Inc.


The Cash Balance in the Fidelity Cash Management Account is swept to an FDIC-insured interest-bearing account at a Program Bank. The deposit at the Program Bank is not covered by SIPC. The deposit is eligible for FDIC insurance, subject to FDIC insurance coverage limits. All assets of the account holder at the depository institution will generally be counted toward the aggregate limit. For more information about FDIC insurance coverage, please visit FDIC.gov or call 877-ASK-FDIC. As referenced in the FDIC-Insured Deposit Sweep Disclosure Document for the Fidelity Cash Management Account, customers are responsible for monitoring their total assets at the Program Bank to determine the extent of available FDIC insurance. All FDIC insurance coverage is in accordance with FDIC rules. Visit Fidelity.com/FCMACoreBanks to see a list of eligible Program Banks and the FDIC Disclosure Document.

Fidelity Go® provides discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. <Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser.> Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, <Strategic Advisers>, FBS and NFS are Fidelity Investments companies.

Fidelity Charitable® is a registered service mark of FMR LLC.

Fidelity Charitable® is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license.

Barron's, February 21, 2020 Online Broker Survey. Fidelity was ranked against nine other competitors in six major categories and 78 subcategories. Fidelity tied Interactive Brokers for #1 overall.

Investor's Business Daily®, January 2020: Best Online Brokers Special Report. Fidelity was named Best Overall Online Broker, and also first in Equity Trading Tools, Research Tools, Low-Cost/ETF Trading, Investment Research, Mobile Trading Platforms/Apps, and Portfolio Analysis & Reports. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 4,199 respondents. The survey was conducted by Investor's Business Daily's polling partner, TechnoMetrica Market Intelligence. © Investor's Business Daily, Inc. All rights reserved.

StockBrokers.com 2020 Online Broker Review, January 21, 2020: Fidelity was ranked No. 1 for Order Execution and No. 1 for Research out of 15 online brokers evaluated in the StockBrokers.com 2020 Online Broker Review.

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

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
© 2020 FMR LLC. All rights reserved.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917