For Plan Sponsor Use Only.
Fidelity® Portfolio Advisory Service at Work is a service of Fidelity Personal and Workplace Advisors LLC, a registered investment adviser
and a Fidelity Investments company. Discretionary portfolio management services provided by Strategic Advisers LLC, a registered investment
adviser and a Fidelity Investments company. This service provides advisory services for a fee.
© 2018 FMR LLC. All rights reserved.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfeld, RI 02917 857078.1.0
You probably review your recordkeeper from time to time. But
when did you last perform a fduciary review of your advice provider?
Now, Fidelity advisory services, including managed accounts,
can be available through any recordkeeper you like. We know
you take your fduciary duty to your employees seriously. So choose
the experience, strength, and stability of Fidelity to help get each
of your employees into the right advice solution for their needs.
Now you can choose Fidelity for participant a
Without having to change your recordkee
Call us now to see how you can integrate Fidelity
with your current recordkeeper.