Fidelity Portfolio Advisory Services at Work (PAS-W)

Help grow your business with Fidelity Advisory Services

Gain access to a holistic managed account retirement offering that includes: retirement planning, advice, and financial education basics — that can be integrated right into your recordkeeping system.

It's designed for participants who would benefit from greater personalization associated with managed accounts.

Experience & Stability

30+ years' experience offering advice to nearly 17 million participants.1

Needs-based Approach

A few questions help get participants into the right solutions for their needs.

Holistic Offering

Retirement planning and advice complete with financial basics education.

Integrated Experience

Our offering can be available right through your website.


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