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Getting started investing toolkit

Key takeaways

  • Questions to ask yourself before you invest
  • How to open, fund, and make your first investment in an account at Fidelity
  • Different ways to manage your investments from choosing your own investments to working with a professional

Investing may help you reach your short- and long-term goals, but sometimes it’s hard to know where to start. Here are some resources that can help you learn more about how investing works and different investment options and management styles that can help you get started.

Investing basics

Types of investment accounts

  • What is a brokerage account?

    If you're interested in investing or trading, you could consider opening a brokerage account. Here's what to know before you do.

  • What is a managed account?

    Learn about professional money management options and how it actually works behind the scenes.

  • What is a robo advisor?

    Robo advisors can be a simple, inexpensive way to start investing. They use technology to manage investments on your behalf.

Invest with Fidelity

Account selector

Answer a few quick questions and see which accounts may be right for you and your goals.

Need help investing?

We've got a range of options to help you reach your goals.

More to explore

Investing involves risk, including risk of loss.

This information is general in nature and provided for educational purposes only.

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