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


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

Executive Services Webcast

Frequently Asked Questions

Financial resources at your fingertips


Access to your workplace benefits accounts.


Access articles on a wide range of personal finance topics.

Fidelity Webcast Hub

Practical conversations to help you live well financially, today and tomorrow.