Welcome to Fidelity Executive ServicesSM

Set up your 30-minute appointment.

800-533-8004

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

Your dedicated team will connect the dots for you:

We understand the decisions you'll need to make for all your workplace benefits and can help you make sure you're not leaving money on the table.

PROVIDE A FULL FINANCIAL PICTURE

Even if you're working with another advisor or firm, we're here to provide a fresh perspective, and make sure your benefit decisions support your financial plan.

Complimentary Service

Your employer provides our service as a unique benefit, at no cost to you.

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.

Fidelity Webcast Hub


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