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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.

Hand off the work of investing

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

Managed with your goals in mind

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. Learn more about how a managed account works.

Why consider a managed account

Saving for your retirement, generating income, or reducing your taxes*—we have strategies for the financial and life goals that matter most to you, whatever they might be.

It's easy to get started

You tell us what you're trying to achieve and we'll take it from there. Learn more about what to expect.

* 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.


Getting started is easy

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.

Speak with an Investment Professional

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