Fidelity® Managed Accounts

We work to make investing clear and straightforward, so you can feel more confident in your decisions. Then we take on the work for you and make adjustments as needed.

Managed account solutions designed to fit your life

Whether your goal is to save for retirement, manage the impact of market volatility or taxes1 on your investments, or produce investment income, start by working with us to find the service that fits your needs.

Fidelity Go®

This digital managed account is designed for investors looking for a simple, online, low-cost professional money management solution.

General eligibility
$0 minimum to open an account; once your account balance reaches $10, our team will go to work for you2

Gross advisory fee:

Accounts are constructed with a mix of equity and bond index funds, along with active bond funds, as appropriate for your investment objective and level of risk.

Learn more about Fidelity Go®

Fidelity® Wealth Services

These diversified investment strategies can be designed to accommodate your different priorities, preferences and goals.

General eligibility
An investment of $50,000 to $200,000

Gross advisory fee

Accounts are constructed with mutual funds and, depending your preferences and profile, exchange traded products and/or individual securities.

See how to personalize your account

Fidelity® Strategic Disciplines

These separately managed accounts are specialized strategies used to complement your overall investment strategy.

General eligibility
An investment of $200,000 to $500,000

Gross advisory fee

Accounts are constructed with individual securities and managed to a single asset class or built with a specific investment objective in mind.

See how to personalize your account

It starts with your needs

We can propose a strategy based on your priorities and preferences, and then take on the work of investing, while continuously supporting you.

See how it works

Committed to you and your goals

See how our years of experience and our dedication to your best interests can help you reach your goals.

Learn more about the people behind your investments

Wealth Management from Fidelity

Through Fidelity® Wealth Services

Work with a dedicated advisor for clear recommendations designed to help you grow and protect your wealth.

Learn more about wealth management

Comfort and security

We take your security and privacy seriously. That's why we employ world-class measures to help safeguard your portfolio and your information.

Learn more about our commitment to your security

Choose how you want to get started

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