Welcome to Fidelity Executive ServicesSM

Your employer and Fidelity are pleased to provide you access to an Executive Planning Consultant and a team at no cost to you.


Call us to get started

800-533-8004

Available Monday–Friday 8:30 a.m. – 8:30 p.m. ET

Executive Planning Capabilities

You'll receive help to optimize your benefits and manage your full wealth portfolio, including:


Benefits education and support

  • Plan design and rules
  • Current personal holdings
  • Tax implications
  • Contribution and distribution strategies

Equity compensation support

  • Equity compensation and valuation
  • Specialized equity plan support

Comprehensive wealth planning

  • Investment strategy
  • Retirement planning
  • Income protection
  • Family conversations
  • Asset protection

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Executive Services Webcast

Frequently Asked Questions

Financial resources at your fingertips

NetBenefits


Access to your workplace benefits accounts.

Viewpoints®


Access articles on a wide range of personal finance topics.

FidSafe®


The safe, easy, no-cost way to store, access and share digital copies of your family's most important documents.