Why Choose Fidelity FAQs: Accounts and Investments
What types of accounts does Fidelity offer?
Fidelity offers a wide variety of accounts to help you pursue different financial goals, including:
- Brokerage accounts
- Retirement accounts (IRAs)
- College savings accounts (529s)
- Professionally managed accounts
- Charitable giving and estate planning accounts
- Life insurance and annuities
Can I access my 401(k), 403(b), or other workplace savings account on Fidelity.com?
Fidelity is a leading provider of 401(k) and 403(b) plans, and if your employer's plan is offered through Fidelity, you may be able to see your account information on Fidelity.com, depending on the specific details of your plan.
If your employer does not offer a Fidelity plan, you will not be able to see your account details on Fidelity.com.
Can Fidelity manage my investments for me?
Yes, professionally managed accounts from Fidelity allow you to put our experienced money managers in charge of your investments. We'll make investing decisions for you based on your goals, time horizon, risk tolerance, and other preferences.
We also offer complimentary guidance with any of our accounts, so you can get our help with planning and investing decisions no matter how you like to invest.
Note: The professionally managed account service provides discretionary money management for a fee.
Can I manage my own investments?
Yes, we offer self-directed accounts and access to top-quality research, investment guidance, and customer service when you need it.
For all of our accounts, we also offer complimentary guidance online, on the phone, or in person at our Investor Centers, so you can get our help with planning and investing decisions no matter how you like to invest.
What type of account is right for me?
Finding the best account for you depends largely on your individual investment goals. However, by answering a few quick questions, we can help steer you in the right direction.
For help choosing an account, please call us at 800-343-3548. You can also get free one-on-one guidance at Investor Centers nationwide.
What types of investments can I make with Fidelity’s accounts?
Once you have opened an account with Fidelity, you can choose from a wide variety of investment products, including mutual funds, stocks and options, exchange-traded funds (ETFs), fixed income, annuities, and more.
For help choosing investments, please call us at 800-343-3548. You can also get free one-on-one guidance at Investor Centers nationwide.
Can I write checks with my accounts?
Yes, you can write checks to access money in your brokerage account or eligible mutual funds.
Does Fidelity offer mobile trading apps?
Yes, Fidelity Mobile® apps let you access your accounts wherever you are, and our Fidelity.mobi site is accessible from any smartphone. Customers can use these tools to track their portfolios and trade stocks, options, mutual funds, ETFs, international equities, and more.
If you're not a customer yet, you can still use these apps to access market news and research investments.