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Want Help Managing Your Money?

Our managed account offering may be appropriate for investors who do not have the time, expertise, or desire necessary to manage their investments. Tell us your financial goals and we can match you to a managed account to fit your needs.

I want Fidelity to help me…

Manage my money
No matter what your investment need is, we have a managed account that can help you meet your financial goals. We do the work on your behalf, by using more than 60 years of investment experience, so you can concentrate on other aspects of your life. We will seek to maintain a well-diversified portfolio for you and manage its risk through all market conditions.

Save and invest for retirement
As you save and invest for retirement, we will make the investment decisions for you based on your tolerance for risk, time horizon, and financial goals. In addition, we will review your investor profile with you annually to help ensure that your investment needs continue to be met.

Manage my income during retirement
During retirement, we can create a plan to help meet your income needs. To do this, we will decide which assets are most likely to generate the income for you, provide you with a withdrawal schedule, and consistently monitor the amount of risk you are taking in your account. You will continue to receive comprehensive annual reviews.

Manage my taxable assets
Our investment team taps into a host of tax-sensitive investment management strategies1 throughout the year, because it's not what you earn, it's what you keep that matters.

Manage my trust assets
We can provide professional, tax-sensitive investment management1 and other services for your trust. In addition, if you name us as your trustee or co-trustee, we can provide services to help ensure that your trust runs as efficiently as possible.2

Next steps

We offer a range of managed account options. To find out which one(s) may be right for you, call 800-544-1766 to speak with an investment professional.

Questions?

What we offer

Managed Accounts
Let our professionals do the investing for you.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. Fidelity® Personalized Portfolios applies tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor's account that the personalized portfolio does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold.
2. Personal Trust Services refers to trust services that are offered through Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank, and Fidelity Management Trust Company (FMTC).
Strategic Advisers, Inc., and BlackRock Investment Management, LLC, are independent entities and are not legally affiliated. Strategic Advisers, Inc. is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC. Strategic Advisers, Inc. may select investments for an account that differ from BlackRock Investment Management, LLC's model.

Fidelity Portfolio Advisory Service®, BlackRock® Diversified Income Portfolio and Fidelity® Strategic Disciplines are services offered through Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments Company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPTC and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.

Brokerage services are provided by Fidelity Brokerage Services LLC. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and Members of NYSE and SIPC.

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Complete an Investor Profile Questionnaire

Tell us about your investment objectives

Call us at 800-544-1766
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Get started online using the appropriate link below

(available for Fidelity Portfolio Advisory Service® and Fidelity® Personalized Portfolios only)

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After reviewing your investor profile, we'll send you a complimentary investment proposal.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
All information is confidential. Learn about our security.
Strategic Advisers, Inc., and BlackRock Investment Management, LLC, are independent entities and are not legally affiliated. Strategic Advisers, Inc. is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC. Strategic Advisers, Inc. may select investments for an account that differ from BlackRock Investment Management, LLC's model.
Fidelity Portfolio Advisory Service®, BlackRock® Diversified Income Portfolio and Fidelity® Strategic Disciplines are services offered through Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments Company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPTC and FMTC and their affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. These services provide discretionary money management for a fee.
Brokerage services are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, RI 02917. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investment companies and members SIPC, NYSE.
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