Ways to invest your stock plan money

Once your stock plan distributions are in your brokerage account, you can choose new ways to invest. This is a very important step—investing is how your money has the potential to grow over time.

Investing and advice options for every type of investor

  • What's included
  • General eligibility
  • Gross advisory fee
  • Fidelity Go®

  • Digital investment management to help keep your investment strategy on track
  • No account minimum1
  • Under $10,000: $0
    $10,000–$49,999:
    $3 per month
    $50,000 and above: 0.35% per year2,3
  • Learn more
  • Fidelity® Personalized Planning & Advice

  • Digital investment management, plus digitally led planning and access to financial advice during 1-on-1 calls with Fidelity advisors
  • $25,000 managed through Personalized Planning & Advice4
  • 0.50%3
  • Learn more
  • Wealth Management

    through Fidelity® Wealth Services
  • Customized planning, advice, and investment management, led by a dedicated advisor
  • $250,000 managed through Fidelity® Wealth Services5 for a dedicated advisor ($50,000 for access to a team of advisors)
  • 0.50%–1.50%3
  • Learn more
  • Private Wealth Management

    through Fidelity® Wealth Services
    or Fidelity® Strategic Disciplines
  • Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor
  • $2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more total investable assets6
  • 0.20%–1.04%3,7
  • Learn more

I'd like to choose and manage my own investments

You can choose from a wide range of investments. Use our stock research center or mutual fund screener to see what might be right for you.

Why is diversification important?

To reduce your risk

When you avoid having too much of any one type of asset, you help limit the volatility of your portfolio over time.

To plan long-term

During market ups and downs, a diversified approach can help manage risk while maintaining exposure to market growth.

To reach your goals

Different investments can help you achieve goals such as dividends, retirement income, tax efficiency, and more.

Call us anytime for help
800-343-3548