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Getting Started

Ready to put our experience to work for you? We make it easy.

Questions?

We start with in-depth conversation

A managed account is designed to create an investment strategy aligned to your personal situation. So we start by getting to know you and what you're trying to achieve. After all, the better we understand you, the easier it is for us to help you meet your needs.

Here's some of what we'll talk about:

  • Your goals
  • Your comfort when it comes to risk
  • How you'd like us to communicate with you

We get to work for you

Once we get to know you and understand why you're investing, we'll provide a plan to show you how we'll help you reach your goal, including the type of investment strategy we think will work, our approach to managing your investments, and the level of risk we'll be taking. Spend some time reviewing it. If you have any questions, just ask. We really want you to feel like this plan reflects you and what you're trying to achieve.

We'll take the next steps together

Once you're ready to move forward, we'll help you get started, including showing you how to open and fund your account.

Next steps

Talk to an investment professional today 800-544-1766

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Strategic Advisers, Inc., and Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.

Fidelity Portfolio Advisory Service®, Fidelity® Strategic Disciplines, and BlackRock® Diversified Income Portfolio are services provided by Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Separately Managed Account, the Fidelity® Equity-Income Strategy, and the Fidelity® Tax-Managed U.S. Equity Index Strategy. Fidelity® Personalized Portfolios may be offered through Strategic Advisers, Inc., or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its 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 advisory services are provided 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
or
Get started online using the appropriate link below

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

Time needed: Approximately 15 minutes
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Fidelity members: Sign in (login required)
New to Fidelity

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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