Put our intelligence to work for you, for free1

Ready to create a plan for your finances? We help you track your saving and spending—and help you decide where to put your next dollar.


Plan today

Make progress toward your goals on your timeline

See your financial picture at-a-glance

Know where you stand at all times. See all your assets and debts together in a simple, organized view.


Track your spending—we'll be your co-pilot

We'll categorize your transactions and highlight trends, so you can see where your money is really going.


Get strategic about saving smarter

We'll look at where your finances stand today and offer suggestions where your next dollar might have the most impact.


Let's get your free plan started


See how the Fidelity planning experience can help you reach your goals.


Make progress on your free plan

Match your financial goals with the right account

Review my account options