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How do Fidelity Managed FidFolios® work?

Tailored by you, professionally managed.

Let our pros work for you

With Fidelity Managed FidFolios®, we manage your portfolio and look for tax savings along the way.

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Investing involves risk, including risk of loss.

Advisory services provided for a fee through Strategic Advisers LLC (Strategic Advisers), a registered investment adviser and a Fidelity Investments company. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. Strategic Advisers, FBS, and NFS are Fidelity Investments companies.

 1. You may exclude up to five individual stocks or two industries in your account. 2. Tax-smart investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, Strategic Advisers LLC (Strategic Advisers), primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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