Portfolio SelectorSM Demo Go to Portfolio Selector
Overview | Build Your Profile | Asset Mix | Fund Preferences | Model Portfolio | Diversification | Next Steps
Next Steps
In the final step of Portfolio SelectorSM, we help you plan your next steps.
round gold bullet Want to research funds? Get more information on Fidelity Funds or Funds Network Funds.
round gold bullet Changing jobs? Learn more about the Job Change Rollover Process.
round gold bullet Retiring? Learn more about the Retirement Rollover Process
round gold bullet Transferring a retirement account? Review how to Transfer Your Assets.
round gold bullet Want to open an account for your rollover or transfer? Click here to Open an account.
round gold bullet Considering professional money management? If you're interested in building a long-term investment strategy for a portfolio greater than $200,000 and are willing to entrust all investment decisions regarding those assets to PAS investment professionals, we can provide the investment management you seek. Fidelity Portfolio Advisory Services (PAS) offers professional portfolio management to help you achieve your long-term goals. We'll manage a portfolio of only Fidelity mutual funds or a blended portfolio of Fidelity and non-Fidelity mutual funds for you, based on detailed information you submit in our Investor Profile Questionnaire. We'll also provide ongoing management of your PAS model portfolio. If you are interested in the professional money management services offered by PAS, contact Fidelity at 800-544-3455.
round gold bullet Need to speak to a representative? To further discuss your investment options, call Fidelity Investments at 800-544-1385.
Your target asset mix represents a combination of assets that have historically provided attractive returns for a given level of risk. You should take into consideration any unique circumstances that might apply to your situation when deciding on an appropriate investment strategy.

Overview | Build Your Profile | Asset Mix | Fund Preferences | Model Portfolio | Diversification | Next Steps
 

Fidelity Investments Home © 1998–2011 FMR LLC.
All rights reserved.
Terms of Use  Privacy  Security  Site Map