Fidelity® Managed Accounts

We work to make investing clear and straightforward to help you reach your goals. Whether you want to collaborate directly with an advisor or invest with us digitally, we offer a range of options.

Digital investment management and advice

Once you work with Fidelity online to choose an investment strategy, you can explore our online planning resources to get clear next steps and track your progress.

Fidelity Go®

Digital investing plus access to coaching

Professional, affordable money management with automatic rebalancing to keep your strategy on track. No minimum to open an account,1 and access to coaching when your balance reaches $25,000.

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Fidelity Managed FidFolios®

Professionally managed stock portfolios

Personalized portfolios of individual stocks with a $5,000 minimum investment.2 Portfolios are managed by a team of professionals, with tax-smart strategies built in.3

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Work with a Fidelity advisor

As a Fidelity® Wealth Management client, you can work with an advisor4 who can help to build a personalized plan around your full financial picture, and help to choose an investment solution designed to support your vision for the future.

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Portfolio Advisory Services accounts

Personalized multi-asset class portfolios

A comprehensive, multi-asset class approach that provides exposure to a mix of stocks and bonds based on your time horizon, comfort with risk, and investment preferences, with tax-smart strategies built in.3

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Separately managed accounts

Targeted single-asset class portfolios

These professionally managed portfolios generally consist of individual stocks or bonds, and are designed to meet a specific investment objective, with built in tax-smart investing strategies for stock portfolios.3

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Choose how you want to get started

Already completed an Investor Profile Questionnaire for a Portfolio Advisory Services account or separately managed account? View your proposal.

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