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You help shape the future. Fidelity can help you look after yours.

As the fastest growing retirement services provider in higher education1, Fidelity helps faculty and staff like you with their financial needs every day. Speak with a Fidelity representative trained in the unique needs of education professionals or find the right tool or resource to tackle your top financial goals below. If your workplace account is with Fidelity, explore more ways to connect. 

Connect with a Fidelity Representative
1-on-1 support

Get help making decisions to help make 
every dollar count towards your goals.

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Easy-to-use tools

Explore tools to help you plan and get 
your money working harder for you.

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Helpful tips

From budgeting to retiring, get help on 
how you can make progress.

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Small change, big impact

See how increasing your annual savings by even a small amount can have a big impact on your retirement 
(and can help you make sure you're maximizing your employer match if one is offered).

See the Power
Tools to help create the future you want

From budgeting to retirement, see how you can get the most from your money.

Budget Checkup

Create a simple budget to improve your 
money management and save more.

Get Started
Student Debt Tool

Get a complete picture on how to 
tackle your student loans.

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Retirement Score

Answer 6 simple questions to find 
out where you stand.

Get Started

 

Discover your next steps

Take a financial wellness checkup to see how you're doing and what 
small steps to consider next. If your employer offers benefits 
through Fidelity, just log in below.

Take the Checkup
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Popular Resources

9 types of retirement accounts

Learn the basics and which accounts might work best for you.

Learn more 🡢
How to pay off debt—
 and save too?

Use this step-by-step guide to help you balance where your money goes. 

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How much to save 
for emergencies?

Get answers to 5 common questions about saving for the unexpected.

Learn more 🡢
How your benefits can help improve your well-being

Learn how your workplace benefits can make life better–at work and beyond.

Learn more 🡢

Questions? We're here to help (for free)

Chat with a Fidelity representative for free and get help creating a plan that works for you. Call us anytime at 866-715-6111. 
Not sure where to start? See what you can expect when speaking with Fidelity. 

Ask Us Anything

1Based on Q3 2024 market share data sources from SRI and internal estimates.

Investing involves risk, including risk of loss.

This information is intended to be educational and is not tailored to the investment needs of any specific investor. 

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

©2025 FMR LLC. All rights reserved.

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