Fidelity Investments is one of the most recognizable names in financial services. Many employers offer benefits through Fidelity, from 401(k) and 403(b) plans to health savings accounts (HSAs), stock plans, and more. So it’s no surprise that many individuals also use Fidelity for their individual investment and retirement plans, like traditional and Roth IRAs as well as taxable investment accounts.

Here at FPFoCo, we often recommend that clients like you simplify your financial lives by consolidating your accounts and your custodians when it makes sense to do so. To make your life even simpler, we recently began a custodial relationship with Fidelity. In addition to our work with Charles Schwab and Betterment, we’re now offering another way to manage your investments for you.

FPFoCo and Fidelity

Fidelity offers an industry-leading platform along with deep expertise in investment, product, as well as service research and support.

One of the major benefits of our new relationship with Fidelity is that we can manage many employer-sponsored accounts for you. It’s often possible either through the plan directly or via a self-directed brokerage account linked to the plan, aka BrokerageLink^®. These links allow you to connect your retirement accounts to our management.

Not only do these expand your investment options within your employer-sponsored retirement plans but they also allow us to directly manage those accounts for you. That means we can take the management of those accounts off of your to-do list. We can ensure that your current investments and ongoing contributions to your 401(k) or 403(b) accounts are invested appropriately and align with your overall investment strategy.

Many accounts are eligible for advisor management or BrokerageLink^®, so if you’re curious,  just ask!

Fidelity and Your Financial Plan

Another benefit of our new relationship with Fidelity? We can aggregate your Fidelity accounts right into your RightCaptial for you! That means one fewer account link for you to have to worry about.

It’s an even more comprehensive view of your accounts for us — and an always-updating financial plan for you. When your account balance and investment mix is always current in your financial planning app, your financial plan is even more accurate at any given time — including outside of our business hours.

We’re thrilled to always be improving what we do for you. Thanks to our custodial relationship with Fidelity, we can meet you where you invest and lend a hand with the accounts you already have.

If you’re interested in consolidating your accounts at Fidelity, Charles Schwab, or Betterment, let’s chat! Head to the Meeting page and schedule 15 or 30 minutes with Jason, our director of investment planning. He’ll work with you to understand where your accounts are now and identify the financial and non-financial benefits of having the majority of your accounts in one place. Then, if it’s the right move for you to consolidate, we’ll take care of as much as we can for you.

As Your Full-Time Fiduciary^®, we act in your best interest 100% of the time. So while you’re busy living your best life, you can leave your finances to us and know that we’re doing what’s best for you every step of the way.