Fidelity Executive Services

Set up your 30-minute appointment.

800-533-8004

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

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.

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

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.

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.

Set up your 30-minute appointment.

Your dedicated team will connect the dots for you:

MAXIMIZE YOUR BENEFITS

PROVIDE A FULL FINANCIAL PICTURE

Complimentary Service

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

What our comprehensive service can do for you:

Frequently Asked Questions

Financial resources at your fingertips

NetBenefits

Viewpoints^®

Fidelity Webcast Hub

Welcome to Fidelity Executive ServicesSM

Set up your 30-minute appointment.

Your dedicated team will connect the dots for you:

MAXIMIZE YOUR BENEFITS

PROVIDE A FULL FINANCIAL PICTURE

Complimentary Service

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

What our comprehensive service can do for you:

Frequently Asked Questions

Financial resources at your fingertips

NetBenefits

Viewpoints®

Fidelity Webcast Hub

Ongoing personalized guidance and service

Tax strategies to fit your needs

Deep knowledge of your workplace benefits

Welcome to Fidelity Executive Services^SM

Viewpoints^®