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.
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.
In addition to the guidance you receive from your account executive, Fidelity offers information and online tools to help with your investment strategy.
Fidelity Guided Portfolio SummarySM
Fidelity GPSSM uses clear analysis and bold visuals to help make it easier than ever to monitor your investments.2
Take advantage of our planning tools and learn more about steps you can take to prepare for retirement.
Integrate your charitable giving into your financial plan with The Fidelity® Charitable Gift Fund.3
Range of investments
Trade stocks, options, mutual funds, ETFs, bonds and CDs.
Trading at Fidelity
Enjoy our lowest pricing on trades, as well as free research, stock screeners and alerts, and advanced trading tools.
Let our investment professionals manage your portfolio and do the investing for you so you can focus on other aspects of your life.
Fidelity Wealth Advisor Solutions®
Talk to your account executive about a referral to an independent, registered investment advisor who can provide customized portfolio management, advice, and specialized products.4
Additional services and benefits are available to support your financial needs.
Fidelity’s lowest pricing
No-annual-fee online trading,5 and waivers of certain fees.
Active Trader solutions
Investors who trade over 120 times a year can access our advanced trading tools like Active Trader Pro® and Wealth-Lab Pro®.
Stay on top of the markets with the latest news and insights, and get analysis from 20+ independent providers.
Attend free seminars on topics of interest to you to help you become a better investor.