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Managed Accounts

With a managed account, you get an investment team focused on helping you reach your goals. Start by telling us what you're trying to achieve, and our team will take on the day-to-day challenges of investing your money. And as the markets move and your life changes, we will keep you informed about your account every step of the way.

Questions?

Why you should consider a managed account

We make it all about you

We take the worry and stress out of investing on your own by creating an experience that fits your goals and your life. Just tell us why you're investing, how you feel about risk, and how you want to stay in touch.

We handle the investing for you

Your team will select an investment strategy, then manage it for you through all types of markets, letting you know what changes we are making to your account and why.

We make it easy to get started

It starts with a simple one-on-one conversation. You tell us what you're trying to achieve, then answer a few questions to help us better understand what kind of investor you are. We'll take it from there.

Strategies designed to help you meet your goals

Our portfolios are managed with your goals in mind

We have strategies for the financial and life goals that matter most to you, whatever they might be. View all portfolios

Already completed the Investor Profile Questionnaire? View proposalLog In Required

Just some of what we can help you acheive

  • Saving for retirement
  • Living in retirement
  • Generating more income
  • Reducing your taxes*
* Fidelity® Tax-Managed U.S. Equity Index Strategy and Fidelity® Personalized Portfolios apply tax-sensitive investment management techniques (including tax-loss harvesting) on a limited basis, at its discretion, primarily with respect to determining when assets in a client's account should be bought or sold. As a discretionary investment management service, any assets contributed to an investor's account which Fidelity Tax-Managed U.S. Equity Index Strategy and/or Fidelity® Personalized Portfolios 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.

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

Fidelity Portfolio Advisory Service®, Fidelity® Strategic Disciplines, and BlackRock® Diversified Income Portfolio are services provided by Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Separately Managed Account, the Fidelity® Equity-Income Strategy, and the Fidelity® Tax-Managed U.S. Equity Index Strategy. Fidelity® Personalized Portfolios may be offered through Strategic Advisers, Inc., or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through 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. These advisory services are provided for a fee.

Brokerage services are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, RI 02917, a Fidelity Investments company and a member of NYSE and SIPC. Custody and other services are provided by National Financial Services LLC, a Fidelity Investments company and a member of NYSE and SIPC.

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Complete an Investor Profile Questionnaire

Tell us about your investment objectives

Call us at 800-544-1766
or
Get started online using the appropriate link below

(available for Fidelity Portfolio Advisory Service® and Fidelity® Personalized Portfolios only)

Time needed: Approximately 15 minutes
Fidelity customers: Log in (login required)
Fidelity members: Sign in (login required)
New to Fidelity

After reviewing your investor profile, we'll send you a complimentary investment proposal.

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
All information is confidential. Learn about our security.
Strategic Advisers, Inc., and BlackRock Investment Management, LLC, are independent entities and are not legally affiliated. Strategic Advisers, Inc. is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC. Strategic Advisers, Inc. may select investments for an account that differ from BlackRock Investment Management, LLC's model.
Fidelity Portfolio Advisory Service®, BlackRock® Diversified Income Portfolio and Fidelity® Strategic Disciplines are services offered through Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments Company. Fidelity® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc., Fidelity Personal Trust Company, FSB ("FPTC"), a federal savings bank, or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPTC and FMTC and their 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. These services provide discretionary money management for a fee.
Brokerage services are provided by Fidelity Brokerage Services LLC, 900 Salem Street, Smithfield, RI 02917. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investment companies and members SIPC, NYSE.
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