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 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 meet your goals.

Digital investing & advice

Digital managed accounts designed for investors looking for simple, professional money management solutions.

How we'll work together
Fidelity Go® offers a digital experience to help you pursue a single financial goal. Fidelity® Personalized Planning & Advice offers digitally led, personalized financial planning for multiple goals, with access to a team of advisors when needed.

How it works
Answer a few questions online, we’ll suggest an investment strategy, and our investment professionals will manage your money according to your selected investment strategy, making adjustments as needed to help keep you on track.

General eligibility
Fidelity Go®: No minimum1
Personalized Planning & Advice: Investment of $25,000

Portfolio Advisory Services Account

Personalized investment management that provides investors with a professionally managed solution tailored to their unique goals and investment preferences.

How we'll work together
When you enroll in Fidelity® Wealth Services, you'll work with a financial advisor who can help you invest and plan for your full financial picture.

How it works
You have a range of preference options available, including mix of investments, a defensive approach, and the types of securities we use to build your account. Where appropriate, we'll also apply tax-smart investment techniques2 throughout the year to help you keep more of what your investments earn.

General eligibility
An investment of $50,000

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 $100,000 to $350,000

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

Invest in a relationship

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.

Learn more about our service

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 for Portfolio Advisory Services Account or Separately Managed Accounts? View your proposal.

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