How we can work together

Building for the future starts with a plan and an investment strategy to help bring that plan to life. No matter how you want to invest or what you're trying to achieve, we offer a number of ways to work together.

Fidelity Go®

Digital investing plus access to coaching

Professional, affordable money management with automatic rebalancing to keep your strategy on track, plus access to coaching when your balance reaches $25,000.

Minimum investment: $101

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Fidelity Managed FidFolios℠

Professionally managed stock portfolios

Personalized portfolios of individual stocks managed by a team of professionals, with tax-smart investing techniques built in.

Minimum investment: $5,0002

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Fidelity Advisory Services Team4

A team of investment professionals

You’ll have phone access to a team of advisors who can work with you to help keep your investment strategy aligned with your goals, including annual reviews of your investments, and the use of tax-smart investing techniques5 designed to help you keep more of what you earn.

Minimum investment: $50,0006

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Fidelity® Wealth Management7

Work with a dedicated advisor

Customized planning and investment management, designed for your full financial picture, led by your dedicated Fidelity advisor with support from a team of specialists.

General eligibility: $500,0008

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Fidelity® Private Wealth Management9

Work with an advisor-led team

Comprehensive planning, advice, and investment management, delivered by your own dedicated wealth management team. Your team may also coordinate with your outside advisors, such as accountants or attorneys.

General eligibility: $2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets9

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Need help choosing?

Answer 4 questions to help us learn more about some of your financial needs. We’ll use your answers to help you compare the managed account services we offer.

Additional ways to plan and invest

Make progress with our planning tools

No matter what you’re focused on, we can help you see where you currently stand and explore the next steps you could take. Track your spending and debt, find opportunities to grow your savings, and make changes to your plan whenever you want.

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Fidelity DIY

Build your own portfolio

Use Fidelity's online suite of planning tools to help you select from a range of investment options, including mutual funds, ETFs, and individual securities.3

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Fidelity® Freedom Funds

A simple approach for retirement

A single fund for retirement investors whose mix of stocks and bonds becomes more conservative over time as the target date approaches. All you have to do is choose a target date closest to the year you think you’ll retire.

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Ready to get started?