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Fidelity Premium ServicesSM

If you have a larger, more complex portfolio,1 Fidelity Premium ServicesSM offers dedicated representatives to help you optimize your investing plan.

Get the personalized service you deserve

Dedicated representatives
Experienced professionals will work with you to build and help you manage your plan while providing overall guidance regarding your portfolio.

Manage your assets
Supporting your account executive is a team of associates available to help you with all of your transactions and to answer your questions about trading, fixed income, annuities, account management, service requests, or using Fidelity.com.

Choose your level of investment guidance
You can manage your portfolio on your own, work with Fidelity’s professionals to receive guidance, or have Fidelity manage your money for you.

Questions?

Call a Fidelity Premium Services representative.

Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

1. Fidelity Premium Services is generally available to investors whose eligible retail household relationship assets are at least $250,000. Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services, or which are held in Portfolio Advisory Services accounts (excluding assets maintained through Fidelity recordkept retirement savings plans, such as 401(k) or 403(b) assets). Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and their immediate family members who reside at the same address. Qualification criteria (e.g., asset level) for Fidelity Premium Services are subject to periodic review by Fidelity and may change at any time. Fidelity reserves the right to discontinue membership in any program or reassign clients, without prior notification, to the appropriate program tier if clients fail to continue to meet the applicable qualification criteria. Fidelity reserves the right to amend or cancel selected features and benefits at any time without prior notification. In addition, ongoing access by any particular customer to individual products and services is subject to periodic review and may be restricted based upon criteria established by Fidelity. Fidelity does not guarantee any level of service.
2. Fidelity Guided Portfolio Summary (Fidelity GPS) is provided for educational purposes only and is not intended to provide legal, tax, investment or insurance advice, nor should it be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Fidelity or any third party. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation.
3. The Fidelity® Charitable Gift Fund (“Gift Fund”) is an independent public charity with a donor-advised fund program. Various Fidelity companies provide investment management and administrative services to the Gift Fund.
4. 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 Fidelity® Personalized Portfolios 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.
5. The advisor charges fee-based, asset-based or flat-rate investment advisory service fees (which may include hourly fees).
6. $7.95 commission applies to online U.S. equity trades for Fidelity Brokerage Services LLC retail clients; other conditions may apply. See the brokerage commission and fee schedule (PDF) for details.
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