Your Fidelity advisor will work with you each step of the way.
- Identify preferences – Based on information you provide, your Fidelity advisor will identify 2 participating advisers who may meet the criteria you have specified for your personal situation. The names of additional participating advisers may be made available upon your request.*
- Select an adviser – Your Fidelity advisor can help make the introductions for you and provide guidance about how to select a participating adviser who can help meet your unique investment needs.
- View assets in one place – If you do work with a participating adviser, you'll be able to view those assets and all of your accounts in one place on Fidelity.com.
- Continued support – Your Fidelity advisor can continue to help you with guidance and planning as part of your overall Fidelity relationship.