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 leading 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.

Featured

Credible

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.*



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Collegewise

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
Wellthy

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
Alska

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

Tax prep services

TurboTax

Save up to $20 on TurboTax®

TurboTax lets you import information directly from your Fidelity accounts and get fast refunds with e-file and direct deposit. Plus, TurboTax Live offers advice and guidance year-round from real tax experts. Discounts apply to TurboTax federal products.


H&R Block

Save up to $20 on H&R Block®

Use H&R Block to prepare your taxes online and save time by seamlessly importing information directly from your Fidelity accounts. File by yourself from any device, anytime, with expert help if needed. Fidelity customers get up to $20 off online filing for federal products.


EY TaxChat

Save $20 on EY TaxChat™

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 $20 with referral code FIDELITY20.


TaxAct

Save up to $75 on TaxAct®

Prepare your taxes online with TaxAct and import information directly from Fidelity. Or, get live, 1-on-1 advice from a team of experts with TaxAct Xpert HelpTM. A step-by-step guide can help find deductions you may have missed. Fidelity customers save up 25% off your federal and state tax return filings, plus Audit Defense and Refund Transfer.


Home services

LendingTree

Get mortgage or refinance offers from up to 5 top lenders

Shop and compare highly competitive rates and get personalized offers in minutes—without impacting your credit score. For Fidelity, LendingTree has chosen from its preferred network of lenders.


HomeStory

Find an experienced real estate agent and get up to a $6,500 bonus

Get matched with an experienced real estate agent in your area and, as a Fidelity user, earn up to $6,500 when you close on a home with that agent.


Visit HomeStory
HomeAdvisor

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
Avvo

Find a local real estate lawyer

Search top-rated, experienced lawyers near you with detailed profiles and reviews.


Visit Avvo

Visit our home solutions page

Debt management

Money Management International

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.


 

College planning

Credible

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
Collegewise

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
Kaplan

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
ACT

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
Niche

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
Fastweb

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

Identity protection

IDNotifty

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
EverSafe

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

LegalZoom

Save 20% on online estate planning services

Create estate planning documents online and get support and guidance from LegalZoom®'s network of attorneys.


Avvo

Find a local lawyer

Search top-rated, experienced lawyers near you with detailed profiles and reviews.


Visit Avvo
NotaryCam

Find a notary online

Get your document legally notarized in minutes, no matter the device, time of day, or location.


Visit NotaryCam
 

Caregiving

Wellthy

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
Alska

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

LegalZoom

Save 20% on online estate planning services

Create estate planning documents online and get support and guidance from LegalZoom®'s network of attorneys.


Avvo

Find a local lawyer

Search top-rated, experienced lawyers near you with detailed profiles and reviews.


Visit Avvo
NotaryCam

Find a notary online

Get your document legally notarized in minutes, no matter the device, time of day, or location.


Visit NotaryCam
 

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