*Workplace Managed Accounts refers to Personalized Planning and Advice for WI recordkeeping clients and Portfolio Advisory Service at Work for non-recordkept clients.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
The CFA designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least three years of qualifying work experience, among other requirements. CFA® is a trademark owned by the CFA Institute.
Fidelity Go®, Fidelity® Personalized Planning & Advice, and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity® Equity-Income Strategy, the Fidelity® U.S. Large Cap Equity Strategy, the Fidelity® International Equity Strategy the Fidelity® Tax-Managed International Equity Index Strategy the Fidelity® Tax-Managed U.S. Equity Index Strategy, the Fidelity® Intermediate Municipal Strategy and the Fidelity® Core Bond Strategy. Fidelity® Wealth Services is an advisory service offered by FPWA. Portfolio Advisory Services accounts are discretionary investment management accounts offered through Fidelity® Wealth Services. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.
FPWA has engaged Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, to provide the day-to-day discretionary portfolio management of Fidelity Wealth Services, Fidelity Go, Fidelity Equity Income Strategy, and Fidelity Tax-Managed U.S. Equity Index Strategy accounts, including investment selection and trade execution, subject to FPWA's oversight and monitoring.
Fidelity® Portfolio Advisory Service at Work is a service of Fidelity Personal and Workplace Advisors LLC, a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management services provided by Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. This service provides discretionary investment management for a fee, which will be paid from your account.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917