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Personal Trust Services

Whether selecting Fidelity Personal Trust Company, FSB, (FPT)1 as your trustee or investment manager for assets held in a trust, you put to work a team of professionals who are committed to adding value to your trust.

Help preserve wealth for future generations

Consider using FPT if you would like help transferring $200,000 or more to your family or other beneficiary through a trust; or, if you would like to potentially avoid probate—the legal process of distributing wealth after death—to maintain privacy and minimize estate-related costs.

If you decide to name FPT as your trustee or co-trustee, we offer objectivity, continuity, and experience in trust administration. As part of our fiduciary services, we will:

  • Administer the trust according to its terms.
  • Communicate regularly with beneficiaries.
  • Prepare required records, statements, and tax returns.

Whether you name us as trustee or prefer to name another in this capacity, you’ll also receive the same tax-sensitive investment management2 as with Fidelity® Personalized Portfolios.

A dedicated trust officer will be assigned to all accounts for which FPT serves as trustee or co-trustee. A dedicated portfolio specialist will be assigned to all other Fidelity® Personalized Portfolio accounts.

Next steps

To open an account, start by telling us your financial needs and goals. We’ll send you a complimentary investment proposal.

Call an investment professional at 800-544-1766.
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Get Started

If you are interested in Fidelity Portfolio Advisory Service® or Fidelity® Personalized Portfolios

Complete an Investor Profile Questionnaire below or call us at 800-544-1766 and we'll be happy to walk you through it. After reviewing your investor profile, we'll send you a complimentary investment proposal.

Time needed: Approximately 15 minutes
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Fidelity members (login required)
New to Fidelity

If you are interested in a Breckinridge Intermediate Municipal Separately Managed Account

Call us at 800-544-1766 to tell us about your investment objectives. After reviewing your investor profile, we'll send you a complimentary investment proposal, if appropriate.

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 Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.
Diversification/Asset Allocation does not ensure a profit or guarantee against loss.
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 that the personalized portfolio 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.
Fidelity Portfolio Advisory Service® and Fidelity® Strategic Disciplines are services of 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., a registered investment adviser, 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 provided by Fidelity Brokerage Services LLC. Custody and other services provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.
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Investor Profile Questionnaire

Complete an Investor Profile Questionnaire, and we’ll send you a complimentary investment proposal. You’ll be asked to provide general information about your current financial situation, investment goals, and tolerance for risk.

Your investment proposal will include a long-term asset allocation appropriate for you, an overview of our offering, and information about the professionals who will manage your account.

Begin here

Time needed: Approximately 15 minutes

Feel free to call us and we’ll be happy to walk you through the questionnaire.

Call 800-544-1766, 8 a.m. to 8 p.m. ET, Monday through Friday.

All information is confidential. Learn about our security.

Diversification/asset allocation do not ensure a profit or protect against loss.
Fidelity Portfolio Advisory Service® is a service of 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 (“FPT”), a federal savings bank, or Fidelity Management Trust Company (“FMTC”). Non-deposit investment products and trust services offered through FPT 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.
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 that the personalized portfolio 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.
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.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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Questions?

More information

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. Fidelity® Personal Trust Company, FSB, a federal savings bank, and Fidelity Management Trust Company (FMTC).
2. 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 that the personalized portfolio 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.
Fidelity® Personalized Portfolios is a service of 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., a registered investment adviser; Fidelity Personal Trust Company, FSB ("FPT"), a federal savings bank; or Fidelity Management Trust Company ("FMTC"). Non-deposit investment products and trust services offered through FPT 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. This service provides 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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