Self-directed, well equipped
Evolve your portfolio
Find the products and offerings strategically aligned with your personal goals.
Execute your strategy
Powerful tools, trading platforms and educational resources to help identify opportunities.
Prepare for the future
Specialized offerings like tax strategies and estate planning designed to help you manage and preserve your wealth.
Investment strategies
Explore investments that may help you achieve your specific objectives.
Initial public offerings
Eligible Fidelity customers can participate in initial public offerings (IPOs). Find companies that are 'going public' and review their potential.
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Money market funds
Fidelity provides institutional share classes of government, treasury, prime, and municipal funds with the potential for competitive yields and cost efficiencies for clients meeting investment minimums.
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Alternative investments
Expand beyond stocks, bonds and cash via a range of opportunities in private markets, liquid alternatives and digital assets.
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Bond investing
Fidelity offers a wide range of individual bonds, mutual funds and ETFs for diversified exposure and transparent pricing - just $1 per-bond fee for secondary trades and none for online Treasuries.
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Options strategies
Learn how options-based trading strategies can help you take advantage of shifting market conditions and pursue your investment goals.
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International stock trading
Invest in international companies that may offer growth potential and help diversify a portfolio.
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Guided support when you need it
Complimentary access to dedicated service and education.
Contact a brokerage consultant
Our brokerage consultants can review your strategy and provide insights about your portfolio that can help you refine your approach.
Contact us at 800-503-3254
Insights & perspectives
Get insights on current events—from financial markets, investing strategies, and more.
Investment & trading tools
Take advantage of Fidelity's wide range of complimentary tools and calculators to help build and manage your portfolio.
ETF Screener
Use our screener to identify ETFs and ETPs that match your investment goals.
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Mutual Fund Screener
Search thousands of funds available through Fidelity. Easily filter and sort by performance criteria and fund characteristics.
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Trading platforms and research
Invest how, when, and where you want the way you want, with your choice of investing technologies and features–from Fidelity Mobile® to Fidelity.com and Fidelity Trader+TM.
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Net Worth & Retirement
Start with creating a view of your net worth to see all your assets and debts together in one place. Then, build your plan for retirement.
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Recurring investments
Now it's easier than ever to help grow your portfolio automatically and reduce price volatility by investing similar amounts at regular intervals over time.
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Equity summary score
The Equity Summary Score is a sophisticated stock research and monitoring tool.
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Investment tools and calculators
Our tools and calculators can help you with almost any financial need, from creating a budget to reviewing your investment strategy.
Guided support when you need it
Complimentary access to dedicated service and education.
Contact a brokerage consultant
Our brokerage consultants can review your strategy and provide insights about your portfolio that can help you refine your approach.
Contact us at 800-503-3254
The Trading Post
For everything trading—from options basics to the latest market trends—check out our resources.
Tax strategies
Access self-service tax strategy tools and education that can help keep what you earn.
Roth conversions
Considering converting to a Roth IRA? Our Roth conversion calculator can help you create a cost-benefit analysis.
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Tax-loss harvesting tool
Use our step-by-step tool to see what you owe, identify losses, and sell positions that can help you save on taxes.
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Charitable giving tax savings
Our interactive tool can show you how charitable giving can help you save on taxes.
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Capital gains tax deferral calculator
Estimate the potential impact of deferring capital gains taxes. Compare scenarios and optimize methods for minimizing immediate tax liabilities on capital gains.
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Retirement income calculator
Get a quick estimate of how much you could have to spend every month and explore ways to impact your cash flow in retirement.
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Required minimum distribution calculator
Determine your required minimum distributions from your tax-deferred retirement accounts for those age 73 and higher.
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If you're looking for 1-on-1 insights on your personal tax landscape, you can speak to an EY professional and get a discounted rate on tax support.
Guided support when you need it
Complimentary access to dedicated service and education.
Contact a planning consultant
Start a free conversation with our planning consultants who can help you build the plan that aligns with your goals and identify suitable options for your needs.
Tax strategy insights
Learn about ways to help reduce taxes and improve the tax efficiency of your portfolio.
Estate planning tools
Our tools, education and resources can help you protect your estate.
Fidelity Estate Planner®
Our online tool can help guide you through the planning process and help you connect with an attorney.
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Family Wealth Transfer Checklist
A checklist of key documents to review regularly and topics to discuss with family to keep your estate plan current.
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FidSafe® Digital Estate Planning Document Storage
Keep all your documents safe and accessible in one place, making it simple to share with your advisor, tax professional, or attorney.
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Protecting your legacy
Explore products that may help protect your estate.
Trust accounts
A trust can help you protect your legacy and provide you with greater control over how your wealth is distributed.
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Long term care insurance
Create a plan to help cover your long-term care costs while still protecting your family's legacy.
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Life insurance
Help provide financial protection for your loved ones by offering a tax-free payout upon your death, helping cover expenses like debts, living costs, or future goals such as education.1
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Guided support when you need it
Complimentary access to dedicated service and education.
Contact a planning consultant
Start a free conversation with our planning consultants who can help you build the plan that aligns with your goals and identify suitable options for your needs.
Managing estate planning
Learn about estate and gift taxes, wills, trust and other import concepts so you can plan your estate with confidence.
Premium offerings
As your assets grow, Fidelity offers unique offerings that may align with new needs and objectives.
Fully Paid Lending
Earn incremental income on securities you own, just by lending them out.
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Margin loans
Whether you need extra money for a short-term financing need or buying more securities, a margin loan may help you get the money you need.
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Securities-based line of credit
Unlock the potential of your investment portfolio to meet your borrowing needs for real estate, tuition or other major purchases.
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Wealth Advisor Solutions®
Connect to third-party independent investment advisory firms specializing in unique investment and financial planning solutions.
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Stock plan services
Find everything you'll need to make the most of your stock plan and the Fidelity Account® that holds your shares and cash.
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High Net Worth Bond Desk
If you're looking to build or manage a fixed income portfolio of $3 million or more, our High Net Worth Bond Desk might be right for you. Schedule a meeting to see if you qualify.
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Guided support when you need it
Complimentary access to dedicated service and education.
Contact a brokerage consultant
Our brokerage consultant can review your strategy and provide insights about your portfolio that can help you refine your approach.
Contact us at 800-503-3254
Portfolio manager insights
Get expert perspectives on today's market events and investing topics from Fidelity Portfolio Managers.
