Make sure you're getting all you can with us

As a customer with workplace and personal accounts at Fidelity, you have access to planning help, services, and specialists. Schedule a free planning consultation.


Schedule onlineLog In Required
or call 800-557-1900

Meet with a planning consultant by phone to:


Talk about your goals and questions.


Review your 401(k), IRA, and other accounts online.


Analyze your portfolio.


Connect with advisors in tax-efficient investing, wealth management, and more.

Schedule online or call

Frequently asked questions

  • What can I get from this planning consultation?

    A clear picture of your current accounts. An assessment of your investment mix. A review of your saving and investing strategy. Discussion about retirement income. Advice about next steps to consider. Suggestions or referrals for other planning services and specialists that are available to you.

  • Do I need to do anything to prepare?

    Maybe think about the top 3 things you want us to know are on your mind financially for you and your family. Review your portfolio summaryLog In Required. Consider examining your goalsLog In Required, or we can talk through it together.

  • Who will I talk with?

    Fidelity planning consultants who work by phone with our clients who have workplace and personal accounts with us. They are located around the US and they are registered with the Financial Industry Regulatory Authority (FINRA). Many are also registered investment advisory representatives. You can learn more about your investment professional at BrokerCheck by FINRA and the Investment Adviser Registration Depository.

  • Is there really no cost?

    There really is no cost or fee for the financial guidance and service you'll receive in your consultation. It is available to you as part of your workplace plan. Of course, if you take action on your portfolio or consider additional services, there may be associated costs. We'll help you understand them if there are. Learn more