Building a strong financial foundation
Achieving potential financial freedom starts with the basics—like having an emergency fund for life’s unexpected surprises and paying down high-interest debt. Your stock plan benefits can help give you a jump start on these key financial steps and more.
Could your savings work harder?
From choosing investments to saving for retirement and being tax-smart, get Fidelity’s perspective on tackling big financial goals.
Tell us what you’re saving for and we’ll offer up insights, motivation, and tools to help you save smarter and overcome obstacles.
Get tips and tools for planning for the future, choosing investments to help minimize risk, and saving for retirement.
Make the most of your stock with a plan
When it comes to something as important as your financial goals, you really don’t want to leave things to chance. We can help you create a financial plan that includes your stock, so you have a clearer path forward.
We’ll bring your plan to life with a strategy based on your needs, and then take on the work of investing.
Set up a goal, create an investment strategy, and track your progress along the way.
Make better decisions with easy-to-use tools and straightforward insights from Fidelity professionals.
Smarter charitable giving
If your financial goals include philanthropy, you can turn your appreciated company stock into a life-changing gift. Compared with selling your shares and contributing the after-tax cash, donating your stock directly to charity may help you increase your charitable donation and your own tax deduction.
See how much you could give to charities and save on taxes by donating long-term, appreciated stock.
With a donor-advised fund, you can make tax-deductible donations, grow your donation tax-free, and support charities now or over time.
Related resources and actions
Calculators & tools
Get help with almost any financial need, from creating a budget to reviewing your investment strategy.
Security you can count on
Your security and privacy are of the utmost importance and we employ world-class measures to keep your information safe.
The zeros add up. No account fees, no minimums to open a retail brokerage account, and $0 commissions for online US stock trades.†
Since our founding, the reason we exist hasn’t changed—to help secure your financial wellbeing.
Fidelity Learning Center
Strengthen your knowledge on a range of topics from personal finance to investing.
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Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further details.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
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Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by your company or its service providers.
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