Find help for more of your needs—beyond investing
At Fidelity, we help millions of people invest their life savings and plan for their financial future. That part you know. But we also offer products and solutions beyond investing. From buying a home to doing your taxes, planning for college, even creating a will online, we can connect you with third-party industry providers to help you make better financial decisions.
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Find discounts, special offers, and other services from industry leaders, curated by Fidelity.
Third-party tax prep services
Save 25% on TurboTax®
TurboTax Live offers advice and guidance year-round from real tax experts. Discounts apply to TurboTax federal products. Plus, TurboTax lets you import information directly from your Fidelity accounts and get fast refunds with e-file and direct deposit.
Save $30 on EY Tax Chat™
Get 1-on-1 tax guidance from an experienced tax professional who’ll prepare and file your taxes for you—all from the comfort of your home. Work online or on the phone. Whatever works for you. Fidelity customers save with referral code FIDELITY30.
Third-party tax prep services
Save 25% on TurboTax®
TurboTax Live offers advice and guidance year-round from real tax experts. Discounts apply to TurboTax federal products. Plus, TurboTax lets you import information directly from your Fidelity accounts and get fast refunds with e-file and direct deposit.
Save $30 on EY Tax Chat™
Get 1-on-1 tax guidance from an experienced tax professional who’ll prepare and file your taxes for you—all from the comfort of your home. Work online or on the phone. Whatever works for you. Fidelity customers save with referral code FIDELITY30.
Home services
Simplify your mortgage search
Enjoy personal support plus a $1,399 credit through Fidelity’s mortgage program with Leader Bank. Get more details or start with a rate quote today.
Find an experienced real estate agent and get up to a $9,500 bonus
Get matched with an experienced real estate agent in your area and, as a Fidelity user, earn up to $9,500 when you close on a home with that agent.*
Visit HomeStory
Get instantly matched with top-rated contractors
From quick repairs to major remodels, find plumbers, electricians, and other professionals for your home improvement project. Fidelity customers get white glove service through a dedicated concierge team.
Visit HomeAdvisor
Find a local real estate lawyer
Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Visit Avvo
Debt management
Start tackling your debt with a free credit counseling session
Let Money Management International (MMI) help you pay down your debt more easily. Start with free credit counseling. Then, if needed, Fidelity customers get a special discount for a debt management plan—as low as $30 for setup costs.
Summer can help you tackle your student debt with an automated digital PSLF solution. What can our tools do for you?
- Check your eligibility in minutes
- Navigate the requirements
- Compare your options
- Sign and submit—all online
We can get it done through our secure, simple experience, powered by the experts at Summer.
After a free assessment and recommendation, borrowers may choose to file PSLF applications on their own with the Department of Education, or leverage the Summer tool and expertise for $50 annually.
College planning
Save on student loans or refinancing
Get competitive, prequalified rates from multiple lenders, without impacting your credit score. Fidelity customers may get $750 when refinancing through Credible.*
Learn more
Take the stress out of college planning
Get personal support from a professional college counselor throughout the college planning and admission process. You decide the level of support you need or want. Special discount for Fidelity customers.
Visit Collegewise
Save on college test prep
Get test prep led by a team of teachers and backed by a higher score guarantee. Fidelity customers save up to $100 on online test prep services.
Visit Kaplan
Get better prepared for college
Find what you need to help succeed as you prepare for college admission. Learn about the ACT® test, important dates, test prep solutions, and more.
Visit ACT
Find the right college
Niche® lets you easily explore schools, with rankings, reviews, and in-depth profiles of more than 4,500 US colleges.
Visit Niche
Get matched with relevant scholarships
Use Fastweb to create a profile and see what college scholarships match your strengths, skills, and background—for free.
Visit Fastweb
Summer can help you tackle your student debt with an automated digital PSLF solution. What can our tools do for you?
- Check your eligibility in minutes
- Navigate the requirements
- Compare your options
- Sign and submit—all online
We can get it done through our secure, simple experience, powered by the experts at Summer.
After a free assessment and recommendation, borrowers may choose to file PSLF applications on their own with the Department of Education, or leverage the Summer tool and expertise for $50 annually.
Visit Summer
Identity protection
Protect your personal identity
IDnotify®, a part of Experian®, will monitor all your accounts, alert you if your online data is compromised, and provide you with 24/7 identity restoration support. Fidelity customers get exclusive 40% discount—as low as $5.99/month (plus applicable sales tax).
Visit IDnotify
Safeguard your loved ones from elder fraud
EverSafe provides next-level monitoring of seniors’ accounts and alerts family members to any suspicious activity. Free trial offer and special pricing for Fidelity customers.
Visit EverSafe
Legal services
Find a local lawyer
Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Visit Avvo
Caregiving
Save on a dedicated personal care coordinator
Get help navigating all tasks involved with caring for your loved ones, with a dedicated care professional and personalized support. Use Wellthy’s no-cost platform to access a suite of care planning tools and connect with your expert. Fidelity customers save 10% on care coordination fees.
Visit Wellthy
Get organized with comprehensive online tools for caregivers
Alska’s easy-to-use technology can support you through every step of the caregiving journey. Track, store, and share vital information, set up a personal care team, and access virtual caregiver support groups. Special rate for Fidelity users $4.99/month—45% off standard rate.
Visit Alska
Estate planning
Find a local lawyer
Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Visit Avvo
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