Fidelity Investments

We help millions of individuals feel confident in their most important financial goals, manage employee benefit programs that help more than 28,200 businesses support their employees’ total well-being, and support more than 16,200 wealth management ng, and support more than 16,200 wealth management firms and institutions with innovative investment and technology solutions to grow their businesses. We continue to challenge the status quo and harness innovation to move faster and create value for our customers and clients, developing new products and services to stay ahead of their distinct and evolving financial needs. Our diverse businesses and independence give us insight into the entire market and the stability and scale needed to think and act for the long term as we deliver value to our customers and clients. With more than 76,000 associates working tirelessly to meet the needs of our customers, Fidelity’s global presence spans 11 countries across North America, Europe, Asia and Australia. As your needs change, your plan for meeting them should be able to change too. We can help, from simple planning to complex investment management, no matter where you are today, what you’re trying to achieve tomorrow, or how you prefer to invest. You have the option of working 1-on-1 with a dedicated advisor, access to coaching, or leveraging the ease of digital investing. Having a plan built around your goals can help give you the freedom to focus on the things that matter most to you. We can build and manage a portfolio around your goals, and can even review how your non-Fidelity accounts are invested. 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 advisors are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. Other than with respect to assets managed on a discretionary basis through an advisory agreement with Fidelity Personal and Workplace Advisors LLC, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.​ Optional investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management provided by its affiliate, Strategic Advisers LLC, a registered investment adviser. These services are provided for a fee. 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, Strategic Advisers, FBS, and NFS are Fidelity Investments companies. ...view more