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 $25,0002

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 investing techniques3 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
$250,000 for a dedicated advisor
Subject to product minimums4

Fidelity® Wealth Management

through Fidelity® Wealth Services

Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor.

Learn about Fidelity® Wealth Management

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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