Investing and advice options for every type of investor
Digital investing + financial coaching
Digital investment management and planning, plus unlimited access to 1-on-1 coaching with Fidelity advisors once your balance reaches $25,000
Fidelity® Wealth Management
Planning & advice through a dedicated Fidelity advisor
Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor
Fidelity Private Wealth Management®
Planning & advice from an advisor-led team
Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your Fidelity advisor
Planning and investing using our tools
Use our comprehensive suite of calculators, tools, and research to help you make informed decisions based on where you are and where you want to go. All customers have access to representative support. Clients with $250K or more at Fidelity may be eligible for access to a dedicated financial professional.
Build a plan that will grow with you
Our planning tools can help you create a plan, so you can enjoy more of life right now. See where you stand, and get clear next steps and options to explore. Whether you've already started or have yet to take the first step, we're here to help.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
IMPORTANT: The projections or other information generated by the Planning & Guidance Center's Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.
To be eligible for Fidelity Private Wealth Management through Fidelity® Wealth Services ("FWS") or Fidelity® Strategic Disciplines ("FSD"), clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in FWS and/or FSD and have investable assets of at least $10 million. For details, review the relevant Program Fundamentals, available online or through a representative.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917