Welcome to Fidelity Executive ServicesSM

Set up your 30-minute appointment.

phone icon 800-533-8004

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

Your dedicated team will connect the dots for you:

MAXIMIZE YOUR BENEFITS

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.

Executive Services Webcast

See how to get started with your dedicated team.

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.