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Why Fidelity Managed Accounts

Learn how Fidelity's managed accounts can help you reach your investment goals.

When you invest in a managed account, investment professionals do the work for you by actively managing your money. Their experience and in-depth research can help you meet your goals, while you benefit from the following:

  • The experience of Fidelity – Private ownership lets us focus on the long-term success and stability for our customers. Through all kinds of markets, Fidelity has been helping investors pursue their financial goals. In addition, our partnerships with third-party managers have increased the depth of our team's investment capabilities.
  • A sophisticated approach to risk management – We'll allocate your money by appropriately diversifying your assets consistent with your investment objectives.
  • Access to proprietary and third-party research – A team of investment analysts research and monitor thousands of managers, mutual funds, ETFs, and individual securities across the globe.
  • A dedicated team – You'll have access to a portfolio specialist or a member of our client management team who is dedicated to meeting all of your managed account needs.

Keeping you informed

We'll keep you informed of activity and performance in your account.

  • An exclusive site on Fidelity.com provides easy access to your account and performance information, market and industry insights, and other investment information through a secure website.
  • Account activity reports shows detailed information about the trades made in your account (statements and confirmations).
  • A quarterly investment review summarizes your previous quarter's account activity, as well as your investment team's perspective on the markets.
  • A year-end tax statement reports all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Annual review

Each year, we'll check in with you to conduct a comprehensive review of your investor profile to ensure your investment strategy remains consistent with your investor profile.

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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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Questions?

Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Strategic Advisers, Inc., and Breckinridge Capital Advisors, Inc., are independent entities and are not legally affiliated.

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., 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. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and Members of NYSE and SIPC.

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