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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Planning & advice

As your needs in life change, so does the help you require. At every turn, we're here to help you plan—from investment strategies, to complex wealth management needs, to managing your portfolio.

Life comes at you fast. Whether you're celebrating a big milestone or adjusting to an unexpected change, Fidelity can help you navigate all parts of these important moments, with our resources, guides, and tools.

See how we can help you plan for life events

A focus on your individual needs

We provide no-fee, 1-on-1 reviews of all your investment accounts, including those not kept with us. Our financial professionals are backed by industry-leading research and analysis, with the skills to address all of your needs. Visit us in person—we have over 190 branch locations. Or you can contact us online or by phone 24/7.

If you prefer to trade and invest on your own, you'll have access to online planning tools and a wide variety of investments, including mutual funds, exchange-traded funds (ETFs), stocks, and bonds.

800-343-3548

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Help is here 24/7. Call us or chat with an investment professional.

Call anytime:
800-343-3548

Call us or chat with an investment professional

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Read what customers have to say about their retirement experiences with us.

Awards and recognition

See what independent third-party reviewers think of our products and services.

Investing involves risk, including risk of loss.

1. Fidelity^® Wealth Services ("FWS") offers three service levels, each with its own fees, features, and eligibility requirements. Wealth Management service level clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $250,000 invested in eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000. For details, review the Program Fundamentals available online or through a representative.

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 has a broad range of offerings suited to different client needs. For more information, see our offering list or speak with a representative.

Fidelity Go^®, Fidelity^® Personalized Planning & Advice, and Fidelity^® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment advisor. Fidelity^® Wealth Services is an advisory service offered by FPWA. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.

Fidelity Go^® is a registered trademark of FMR LLC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

767141.17.1

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Planning & advice

Investment advisory offerings to help fit your needs

Fidelity Go^®

Fidelity^® Personalized Planning & Advice

Wealth Management

Private Wealth Management

Help navigating life's big moments

A focus on your individual needs

Investing tools for your financial goals

Make your appointment today

Learn more about

We're here to help

Find out what others are saying about us

Customer stories

Awards and recognition

Contact Us

Online

Phone

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Planning & advice

Investment advisory offerings to help fit your needs

Fidelity Go®

Fidelity® Personalized Planning & Advice

Wealth Management

Private Wealth Management

Help navigating life's big moments

A focus on your individual needs

Investing tools for your financial goals

Make your appointment today

Learn more about

We're here to help

Find out what others are saying about us

Customer stories

Awards and recognition

Stay Connected

Contact Us

Online

Phone

Fidelity Go^®

Fidelity^® Personalized Planning & Advice