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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.

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Managed account solutions designed to fit your life

Whether you're planning for retirement or looking to grow and preserve your wealth, we'll work with you to find the option that fits your needs and helps you stay on track to meeting your goals.

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

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Once we understand your goals and how you want to work with us, we'll propose and manage a strategy around what matters most to you.

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

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Tax-sensitive investment management techniques (including tax-loss harvesting) are applied on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client’s account should be bought or sold. With this discretionary investment management service, any assets contributed to an investor’s account that the portfolio manager 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.

2. There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10. The money for all accounts with balances of less than $10 will be kept in short-term investments, with no advisory fee charged, until such time as your account balance reaches $10.

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

Diversification and asset allocation do not ensure a profit or guarantee against loss.

Generally, among asset classes stocks are more volatile than bonds or short-term instruments and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Although the bond market is also volatile, lower-quality debt securities including leveraged loans generally offer higher yields compared to investment grade securities, but also involve greater risk of default or price changes. Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market or economic developments, all of which are magnified in emerging markets.

Fidelity Go^® and Fidelity^® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity^® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity^® Equity-Income Strategy, the Fidelity^® U.S. Large Cap Equity Strategy, the Fidelity^® Tax-Managed U.S. Equity Index Strategy, the Fidelity^® Intermediate Municipal Strategy and the Fidelity^® Core Bond Strategy. Fidelity^® Wealth Services are advisory services offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered by 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. 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. FPWA, FPTC, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.

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

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