Investment Only Account
Get more flexibility and investment options for your employees
You can include Fidelity investment options in your plan lineup, regardless of your plan provider. Capitalizing on our strength in the retirement plan market, we offer you access to quality investment management and products. Call 866.418.5173 or contact us to discuss Fidelity's global network of research and analysis resources, and open investment architecture.
Support and simplicity
Your dedicated Relationship Management team focuses on the unique needs of Investment Only plans. You will work with a single point of contact, who will coordinate representatives in different areas to provide the support you need.
Our consulting services offer you a variety of investment benefits, including help with developing your investment menu. This way, you can meet the needs of plan participants as well as the plan's investment policies and objectives.
Flexible choices
Choose from Fidelity's vast selection of investment options and structure a plan that works for your organization.
Trading capabilities offered as part of an Investment Only relationship with Fidelity give your designated third-party administrator and trustee access to a flexible, efficient, and automated approach to daily trading.
Call 866.418.5173 or contact us to discuss Fidelity's Investment Only account and find a solution that works best for your organization.
Investment Only accounts are best for organizations that do not need Fidelity's recordkeeping services.
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