• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Wealth Management

If you're an investor with a substantial portfolio, we offer a broad range of wealth planning products and services and can provide you with in-depth guidance designed to help you preserve your wealth and maximize growth potential.

Wealth planning

See the full range of wealth planning topics that you can discuss with your Fidelity financial professional, who can provide one-on-one support as you build a comprehensive plan for your financial future.

Active Trader Solutions

Eligible investors can take advantage of our sophisticated trading tools, support, and a dedicated specialist.

Guidance provided is educational.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.