Find help for more of your needs—beyond investing

Save 20% on TurboTax^®

TurboTax Live offers advice and guidance year-round from real tax experts. Discounts apply to TurboTax federal products. Plus, TurboTax lets you import information directly from your Fidelity accounts and get fast refunds with e-file and direct deposit.

Save $30 on EY Tax Chat™

Get 1-on-1 tax guidance from an experienced tax professional who’ll prepare and file your taxes for you—all from the comfort of your home. Work online or on the phone. Whatever works for you. Fidelity customers save with referral code FIDELITY30.

Save 20% on TurboTax^®

TurboTax Live offers advice and guidance year-round from real tax experts. Discounts apply to TurboTax federal products. Plus, TurboTax lets you import information directly from your Fidelity accounts and get fast refunds with e-file and direct deposit.

Save $30 on EY Tax Chat™

Get 1-on-1 tax guidance from an experienced tax professional who’ll prepare and file your taxes for you—all from the comfort of your home. Work online or on the phone. Whatever works for you. Fidelity customers save with referral code FIDELITY30.

Simplify your mortgage search

Enjoy personal support plus a $1,399 credit through Fidelity’s mortgage program with Leader Bank. Get more details or start with a rate quote today.

Find an experienced real estate agent and get up to a $9,500 bonus

Get matched with an experienced real estate agent in your area and, as a Fidelity user, earn up to $9,500 when you close on a home with that agent.*

Get instantly matched with top-rated contractors

From quick repairs to major remodels, find plumbers, electricians, and other professionals for your home improvement project. Fidelity customers get white glove service through a dedicated concierge team.

Find a local real estate lawyer

Search top-rated, experienced lawyers near you with detailed profiles and reviews.

Start tackling your debt with a free credit counseling session

Let Money Management International (MMI) help you pay down your debt more easily. Start with free credit counseling. Then, if needed, Fidelity customers get a special discount for a debt management plan—as low as $30 for setup costs.

Summer can help you tackle your student debt with an automated digital PSLF solution. What can our tools do for you?

• Check your eligibility in minutes
• Navigate the requirements
• Compare your options
• Sign and submit—all online

We can get it done through our secure, simple experience, powered by the experts at Summer.

After a free assessment and recommendation, borrowers may choose to file PSLF applications on their own with the Department of Education, or leverage the Summer tool and expertise for $50 annually.

Save on student loans or refinancing

Get competitive, prequalified rates from multiple lenders, without impacting your credit score. Fidelity customers may get $750 when refinancing through Credible.*

Take the stress out of college planning

Get personal support from a professional college counselor throughout the college planning and admission process. You decide the level of support you need or want. Special discount for Fidelity customers.

Save on college test prep

Get test prep led by a team of teachers and backed by a higher score guarantee. Fidelity customers save up to $100 on online test prep services.

Get better prepared for college

Find what you need to help succeed as you prepare for college admission. Learn about the ACT^® test, important dates, test prep solutions, and more.

Find the right college

Niche^® lets you easily explore schools, with rankings, reviews, and in-depth profiles of more than 4,500 US colleges.

Get matched with relevant scholarships

Use Fastweb to create a profile and see what college scholarships match your strengths, skills, and background—for free.

Summer can help you tackle your student debt with an automated digital PSLF solution. What can our tools do for you?

• Check your eligibility in minutes
• Navigate the requirements
• Compare your options
• Sign and submit—all online

We can get it done through our secure, simple experience, powered by the experts at Summer.

After a free assessment and recommendation, borrowers may choose to file PSLF applications on their own with the Department of Education, or leverage the Summer tool and expertise for $50 annually.

Protect your personal identity

IDnotify^®, a part of Experian^®, will monitor all your accounts, alert you if your online data is compromised, and provide you with 24/7 identity restoration support. Fidelity customers get exclusive 40% discount—as low as $5.99/month (plus applicable sales tax).

Safeguard your loved ones from elder fraud

EverSafe provides next-level monitoring of seniors’ accounts and alerts family members to any suspicious activity. Free trial offer and special pricing for Fidelity customers.

Find a notary online

Get documents notarized online in as little as minutes.

Find a local lawyer

Search top-rated, experienced lawyers near you with detailed profiles and reviews.

Save on a dedicated personal care coordinator

Get help navigating all tasks involved with caring for your loved ones, with a dedicated care professional and personalized support. Use Wellthy’s no-cost platform to access a suite of care planning tools and connect with your expert. Fidelity customers save 10% on care coordination fees.

Get organized with comprehensive online tools for caregivers

Alska’s easy-to-use technology can support you through every step of the caregiving journey. Track, store, and share vital information, set up a personal care team, and access virtual caregiver support groups. Special rate for Fidelity users $4.99/month—45% off standard rate.

Find a notary online

Get documents notarized online in as little as minutes.

Find a local lawyer

Search top-rated, experienced lawyers near you with detailed profiles and reviews.