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How to Get Started

Here's what you need to do to open a managed account with Fidelity.

Establishing a managed account can ease the burden of having to make all decisions for your investments so you can spend more time enjoying your life. It begins with you.

  1. Tell us your financial needs and goals. Complete an Investor Profile Questionnaire online or by calling 800-544-1766. We'll send you a complimentary investment proposal identifying a long-term asset allocation designed to help you reach your investment goals.
  2. Review your investment proposal. Go through the details of your proposal and how Fidelity's Strategic Advisers will actively manage the investment portfolio. A Fidelity representative is available to review it with you and answer your questions.
  3. Open and fund your account. Complete and return the account application provided with your investment proposal. You can fund your account by check, bank wire transfer, or by transferring eligible assets from Fidelity or another institution.
  4. Enjoy active professional management. Sit back and let a team of investment professionals monitor and make decisions for your account, with your long-term goals in mind.

Keeping you informed

Once you've opened your account, you'll have direct access to a managed accounts specialist and an exclusive client site. Learn more about how we keep you informed under Why Fidelity Managed Accounts.

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Get Started

If you are interested in Fidelity Portfolio Advisory Service® or Fidelity® Personalized Portfolios

Complete an Investor Profile Questionnaire below or call us at 800-544-1766 and we'll be happy to walk you through it. After reviewing your investor profile, we'll send you a complimentary investment proposal.

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

If you are interested in a Breckinridge Intermediate Municipal Separately Managed Account

Call us at 800-544-1766 to tell us about your investment objectives. After reviewing your investor profile, we'll send you a complimentary investment proposal, if appropriate.

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 Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.
Diversification/Asset Allocation does not ensure a profit or guarantee against loss.
Fidelity® Personalized Portfolios apply 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.
Fidelity Portfolio Advisory Service® and Fidelity® Strategic Disciplines are services of 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., a registered investment adviser, 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 provided by Fidelity Brokerage Services LLC. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
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Investor Profile Questionnaire

Complete an Investor Profile Questionnaire, and we’ll send you a complimentary investment proposal. You’ll be asked to provide general information about your current financial situation, investment goals, and tolerance for risk.

Your investment proposal will include a long-term asset allocation appropriate for you, an overview of our offering, and information about the professionals who will manage your account.

Begin here

Time needed: Approximately 15 minutes

Feel free to call us and we’ll be happy to walk you through the questionnaire.

Call 800-544-1766, 8 a.m. to 8 p.m. ET, Monday through Friday.

All information is confidential. Learn about our security.

Diversification/asset allocation do not ensure a profit or protect against loss.
Fidelity Portfolio Advisory Service® is a service of 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 (“FPT”), a federal savings bank, or Fidelity Management Trust Company (“FMTC”). Non-deposit investment products and trust services offered through FPT 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.
Fidelity® Personalized Portfolios apply 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.
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.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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Questions?

Keep in mind, 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® and Fidelity® Strategic Disciplines are services of 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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