Welcome to Fidelity Executive ServicesSM

Your employer and Fidelity are pleased to provide you with access to a dedicated Executive Planning Consultant and a specialized support team at no cost to you.

Call us to get started


Executive Planning Capabilities

You'll receive single point of contact to help you 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

Get Started

Call your Executive Services Associate Team at


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

Executive Services Webcast

Watch our webcast and learn about our complimentary program, Fidelity Executive ServicesSM.

Our Executive Planning Consultants explain how eligible executives, like you, can maximize benefits and make better wealth planning decisions.

Frequently Asked Questions

Financial resources at your fingertips


Access to your workplace benefits accounts.


Access articles on a wide range of personal finance topics.


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