Sometimes, you just need to know you’re headed in the right direction

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 800-642-7131

Meet with a planning consultant by phone to:


Talk about your goals and get your questions answered.


Review your overall retirement strategy.


Discuss your portfolio.


Connect with advisors on investing, wealth management, and more.

Schedule online or call

Frequently asked questions