Set up your 30-minute appointment.
Available Monday-Friday 8:30 a.m.-8:30 p.m. ET
Your employer provides our service as a unique benefit, at no cost to you.
I already have a financial advisor—should I still take advantage of Executive Services℠?
Absolutely—your Executive Services team can work with your existing financial advisor to bring Fidelity's extensive knowledge of your workplace benefits and a second opinion to the planning process.
Does Executive Services cost me anything?
No, Executive Services is a complimentary service provided by your employer.
Can I continue to work with Fidelity Executive Services if I retire or leave my current employer?
Yes, you can. Your Executive Services team will work with you after retirement or termination.
I already have a Financial Consultant / Account Executive at Fidelity. Can I still use Executive Services?
Yes—your existing relationship remains unchanged. Your Fidelity Representative can work with the Executive Services team for additional workplace benefits guidance and service.
Can I include my spouse/partner/family when I meet with my Executive Services team?
Absolutely—this is encouraged, as financial decisions are rarely made alone, and including additional family members can provide your Executive Services team with additional context.
Financial resources at your fingertips
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917