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.


Digital Advisor

Fidelity Go® is a digital managed account designed for investors looking for a simple, low-cost professional money management solution.

How we'll work together
You'll be able to monitor your account and track your progress online.

How it works
You answer a few questions online, we suggest an investment strategy, and manage your money to the strategy you select, making adjustments as needed to keep you on track.

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

Portfolio Advisory Services

Available as a component of Fidelity® Wealth Services, these diversified managed accounts can be personalized to an individual's goals and needs, like saving for retirement, reducing the impact of taxes, or generating income.

How we'll work together
You'll work with a financial advisor who can help you invest and plan for your financial picture.

How it works
Portfolios may come with a range of preference options, including tax-sensitive approaches, preferences around active and passive management, or a tilt toward international exposure.

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

Separately Managed Accounts

Fidelity® Strategic Disciplines provides focused, single-asset class portfolios of individual securities that are personalized and designed to meet specific objectives, such as dividend income or tax-free interest income.

How we'll work together
You'll have access to an advisor to help guide you through your investment decisions.

How it works
A portfolio of securities (equities or fixed income) can be used to complement your overall investment strategy.

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

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

Already completed an Investor Profile Questionnaire? View your proposal.


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