Fidelity? Managed Accounts

We work to make investing clear and straightforward, so you can feel more confident in your decisions. Then we take on the work for you and make adjustments as needed.

Managed account solutions designed to fit your life

Whether you're planning for retirement or looking to grow and preserve your wealth, we'll work with you to find the option that fits your needs and helps you stay on track to meeting your goals.

Fidelity Go?

Our robo advisor is designed for investors seeking a simple, low-cost professional money management solution.

How we'll work together
You'll be able to monitor your account and track your progress online.

How it works
You answer a few questions online, we suggest an investment strategy, and manage your money to the strategy you select, making adjustments as needed to keep you on track.

General eligibility
$0 minimum to open an account; once your account balance reaches $10, our team will go to work for you.2

Portfolio Advisory Services

Professionally managed diversified portfolios from Fidelity? Wealth Services for investors who want a personalized solution tailored to their unique goals and financial situation.

How we'll work together
You'll work with a financial advisor who can help you invest and plan for your financial picture.

How it works
Portfolios may come with a range of preference options, including tax-sensitive approaches,1 preferences around active and passive management, or a tilt toward international exposure.

General eligibility
An investment of $50,000 to $200,000

Separately Managed Accounts

Fidelity? Strategic Disciplines provides focused, single-asset class portfolios of individual securities that are personalized and designed to meet specific objectives, such as dividend income or tax-free interest income.

How we'll work together
You'll have access to an advisor to help guide you through your investment decisions.

How it works
A portfolio of securities (equities or fixed income) can be used to complement your overall investment strategy.

General eligibility
An investment of $200,000 to $500,000

It starts with your needs

We can propose a strategy based on your priorities and preferences, and then take on the work of investing, while continuously supporting you.

See how it works

Invest in a relationship

Once we understand your goals and how you want to work with us, we'll propose and manage a strategy around what matters most to you.

Learn more about our service

Wealth management from Fidelity

through Fidelity? Wealth Services

Work with a dedicated advisor for clear recommendations designed to help you grow and protect your wealth.

Learn more about wealth management

Comfort and security

We take your security and privacy seriously. That's why we employ world-class measures to help safeguard your portfolio and your information.

Learn more about our commitment to your security

Choose how you want to get started

Already completed an Investor Profile Questionnaire? View your proposal.

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