Welcome, PwC Non-PartnersFidelity is dedicated to your financial wellness, offering a wide range of educational resources and professional guidance to help you take control of your future.
|
Benefits for PwC Non-Partners
A Fidelity® Cash Management Account—all the features you need from a traditional checking account, without the bank fees.† Learn more
Rollover Assistance
For local personalized internal or external rollover assistance in the tri-state area (New York, New Jersey, and Connecticut), call 212-867-6784 ext. 80201; outside the tri-state area, call 800-726-0286.
If there's a slight discrepancy between the way your name is listed on your Fidelity account and the account from which your assets are being transferred, you can facilitate the transfer by completing the One-And-the-Same Letter form (PDF). Follow the instructions on the form, to submit.
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+
We know crypto
From bitcoin mining in 2014, to our first crypto service in 2018, we learned by doing.
Go direct or go broad
Trade bitcoin and ethereum directly5 or get broader access with ETFs—your choice.
Financial Planning with Fidelity
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.
Create a free plan to see your current financial picture and how to make progress toward your short- and long-term goals.
Set goals, explore relevant options to save or invest, then link accounts directly to your goals.
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 clarityAt 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 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
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.
Find out what others are saying about 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:
Tax benefits of donor-advised funds
Discover a smarter way to give from Fidelity Charitable®. Learn how you can potentially maximize your charitable giving and increase your tax savings with a donor-advised fund.
Year-End Strategies for Charitable Giving
Consider these 8 tax-savvy ways to make your giving go further this year.
We're committed to your security
We safeguard your accounts with strong encryption, firewalls, secure email, and proactive 24/7 system surveillance.
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
Visit Fidelity Learn for other articles, videos, and webinars
With the Fidelity Youth® Account, your teen can:
- Start investing with as little as a $1.
- Enjoy no subscription fees, no account fees, and no minimum balances to open.
- Use their own debit card to spend from their Fidelity Youth Account.
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.
Your fees are on us
Call us at 800-726-0286 once you've opened your account to get up to $150 in account transfer fees reimbursed.2
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.
Online Support
