Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "
We can help you with:
For more hands-on investment guidance, you can choose to have Fidelity manage your investments for you with a Managed Account.
Investors with $250,000 or more in assets may qualify for a dedicated account executive and support staff.
Additionally, you can get our latest thoughts on the financial industry, investing ideas, and personal finance in Fidelity Viewpoints® and Market Insights. You can also receive market and mutual fund updates from experienced Fidelity analysts in our exclusive videos and podcasts.
Our in-depth investment research lets you analyze, test, and discover investment opportunities on your own.
Yes, if you have a Fidelity retirement plan at work, we can help you with your investment decisions. Check with your employer to see if you have a dedicated phone number or on-site investment representative to help you.
Contact us for a list of phone numbers and contact options available at Fidelity.
With most accounts, you will have free one-on-one access to our investment professionals in person, over the phone, and online.
When you sign up for a professionally managed account, a Fidelity relationship team member will:
Note: This service provides discretionary money management for a fee.
Customers with $250,000 or more in investable assets may also qualify for a dedicated account executive and a supporting team who offer:
Move assets from an existing account into one with Fidelity.
Although consultations are one on one, guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.