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Guidance and Research

One-on-one guidance and investment help

Let us help you plan for your future and navigate today's markets.

  • Free, one-on-one guidance available online, by phone, or at your local Investor Center
  • 24/7 access to experienced investment professionals
  • Ideas for building and managing your portfolio
  • Help saving for and living in retirement
  • Free planning tools and calculators

Research, analysis, and insights

We can help you uncover your next big investing idea.

  • Simple searches and in-depth screeners
  • Free research from 10+ independent firms*
  • Specialists to answer your most detailed questions
  • Educational information and videos from experts

What's it like to work with us?

Four of our investment professionals talk about the importance of getting to know you and your goals.

Watch the video. (2:10)


Ask Fidelity

See customer questions that our retirement team has answered, or submit your own questions if you're a Fidelity customer.

See what others have asked Fidelity.

Services for Active Traders

Frequent traders have access to dedicated representatives and advanced trading and strategy testing tools.

Explore Active Trader Solutions.

Expert insights

Get the latest from our experts on the financial markets, investing ideas, and personal finance.


Investment Mix


Transfer Accounts to Fidelity

We can help you move your accounts to Fidelity quickly and efficiently.

Although guidance is provided one-on-one, it 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.

System availability and response times may be subject to market conditions.

*Fidelity brokerage account required for access to research reports. Minimum opening balance of $2500 is required.
1. Kiplinger's magazine, February 2011. Industry review ranking 14 leading discount brokers. Results based on ratings in the following categories: costs, website usability, investment choices, customer service, and research and tools. Criteria not equally weighted. TD Ameritrade tied with Fidelity for the #1 spot.
2. Barron's, March 2009, 2010, 2011, 2012 and 2013. Industry review of leading online brokers: 25 in 2009; 22 from 2009-2011; 27 in 2012; and 24 in 2013. Fidelity was ranked best online broker for long-term investing and fifth overall in 2009, sixth overall in 2010 and 2011, eleventh overall in 2012, and ninth overall in 2013. Overall ranking based on unweighted ratings in the following categories: trading experience and technology, usability, mobile, range of offerings, research amenities, portfolio analysis and reports, customer services and education, and cost.
3. SmartMoney magazine, June 2010, 2011 and June 2012. Industry review ranking 17 leading discount brokers in 2010, 10 in 2011 and 10 in 2012. Results based on ratings in the following categories: commissions and fees, mutual funds and investment products, banking services, trading tools, research, and customer service. Criteria not equally weighted.