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.
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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+
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.
Introducing Fidelity Rewards+SM—exclusive benefits for Wealth Management clients
As a thank you for clients who invest at least $250,000 in professionally managed assets,3 we're offering a wide range of benefits including:
The only credit card that earns you up to 3% cash back4 on everyday purchases
Waived minimum investments on select lower-cost money market funds, giving you more choice for investing your cash
3 layers of advanced identity protection from IDnotify®, a part of Experian®
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.5
When: Live every Thursday at 2 p.m. ET
We know crypto
From bitcoin mining in 2014, to our first crypto service in 2018, we learned by doing.
Our focus on education will help you invest in crypto with clarity.
Go direct or go broad
Trade bitcoin and ethereum directly6 or get broader access with ETFs—your choice.
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:
Managing taxes
Timely tips and tools on filing taxes, tax breaks, and more.
5 market surprises to watch for in 2024
Markets have started the year on strong footing, but these potential surprises on the horizon could change that.
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.
Market trends and insights
Visit Fidelity Learn for other articles, videos, and webinars
With the Fidelity YouthTM Account, your teen can:
- Save and spend their way with a debit card and 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.
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.
Check out our FAQ's