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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.

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Investing involves risk, including risk of loss.

1. Fidelity^® Wealth Services is an investment advisory service that provides nondiscretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Minimum investment is $50,000 for access to a team of advisors and $250,000 for access to a dedicated advisor. See the Fidelity Wealth Services Program Fundamentals for program details or speak with a Fidelity advisor.

To be eligible for enhanced non-discretionary financial planning and support ("PWM Program Services"), Fidelity Private Wealth Management clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in Fidelity^® Wealth Services and/or Fidelity^® Strategic Disciplines accounts and have investable assets of at least $10 million.

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 adviser. Fidelity^® Wealth Services is an advisory service offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered by FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. 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, SIPC. FPWA, FPTC, 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

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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