Marketplace Solutions beyond investing for tax prep legal services estate planning and more
Fidelity Marketplace Solutions beyond investing for tax prep, legal services, estate planning and more
Save up to $20 on H&R Block Use H&R Block to prepare your taxes online and save time by seamlessly importing information directly from your Fidelity accounts. File by yourself from any device, anytime, with expert help if needed. Fidelity customers get up to $20 off online filing for federal products.
Save $100 on EY TaxChat 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. Get $100 off EY TaxChat if you pre-register by December 31, 2022 using referral code FIDELITY30.
Save 25% on TaxAct Prepare your taxes online with TaxAct and import information directly from Fidelity. Or, get live, 1-on-1 advice from a team of experts with TaxAct Xpert HelpTM. A step-by-step guide can help find deductions you may have missed. Fidelity customers save 25% off their federal and state tax return filing, plus Audit Defense and Refund Transfer.
Save up to $20 on H&R Block Use H&R Block to prepare your taxes online and save time by seamlessly importing information directly from your Fidelity accounts. File by yourself from any device, anytime, with expert help if needed. Fidelity customers get up to $20 off online filing for federal products.
Save $100 on EY TaxChat 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. Get $100 off EY TaxChat if you pre-register by December 31, 2022 using referral code FIDELITY30.
Save 25% on TaxAct Prepare your taxes online with TaxAct and import information directly from Fidelity. Or, get live, 1-on-1 advice from a team of experts with TaxAct Xpert HelpTM. A step-by-step guide can help find deductions you may have missed. Fidelity customers save 25% off their federal and state tax return filing, plus Audit Defense and Refund Transfer.
Find an experienced real estate agent and get up to a $6,500 bonus Get matched with an experienced real estate agent in your area and, as a Fidelity user, earn up to $6,500 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.
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.
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.
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 local lawyer Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Find a notary online Get your document legally notarized in minutes, no matter the device, time of day, or location.
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 local lawyer Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Find a notary online Get your document legally notarized in minutes, no matter the device, time of day, or location.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Find help for more of your needs—beyond investing
At Fidelity, we help millions of people invest their life savings and plan for their financial future. That part you know. But we also offer products and solutions beyond investing. From buying a home to doing your taxes, planning for college, even creating a will online, we can connect you with third-party industry providers to help you make better financial decisions.Browse by category
Find discounts, special offers, and other services from industry leaders, curated by Fidelity.Third-party tax prep services
Save up to $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 up to $20 on H&R Block Use H&R Block to prepare your taxes online and save time by seamlessly importing information directly from your Fidelity accounts. File by yourself from any device, anytime, with expert help if needed. Fidelity customers get up to $20 off online filing for federal products.
Save $100 on EY TaxChat 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. Get $100 off EY TaxChat if you pre-register by December 31, 2022 using referral code FIDELITY30.
Save 25% on TaxAct Prepare your taxes online with TaxAct and import information directly from Fidelity. Or, get live, 1-on-1 advice from a team of experts with TaxAct Xpert HelpTM. A step-by-step guide can help find deductions you may have missed. Fidelity customers save 25% off their federal and state tax return filing, plus Audit Defense and Refund Transfer.
Third-party tax prep services
Save up to $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 up to $20 on H&R Block Use H&R Block to prepare your taxes online and save time by seamlessly importing information directly from your Fidelity accounts. File by yourself from any device, anytime, with expert help if needed. Fidelity customers get up to $20 off online filing for federal products.
Save $100 on EY TaxChat 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. Get $100 off EY TaxChat if you pre-register by December 31, 2022 using referral code FIDELITY30.
Save 25% on TaxAct Prepare your taxes online with TaxAct and import information directly from Fidelity. Or, get live, 1-on-1 advice from a team of experts with TaxAct Xpert HelpTM. A step-by-step guide can help find deductions you may have missed. Fidelity customers save 25% off their federal and state tax return filing, plus Audit Defense and Refund Transfer.
Home services
Simplify your mortgage search Enjoy personal support plus a $1,349 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 $6,500 bonus Get matched with an experienced real estate agent in your area and, as a Fidelity user, earn up to $6,500 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.
Debt management
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.
College planning
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.
Identity protection
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.
Legal services
Save 20% on online estate planning services Create estate planning documents online and get support and guidance from LegalZoom's network of attorneys.Find a local lawyer Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Find a notary online Get your document legally notarized in minutes, no matter the device, time of day, or location.
Caregiving
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.
Estate planning
Save 20% on online estate planning services Create estate planning documents online and get support and guidance from LegalZoom's network of attorneys.Find a local lawyer Search top-rated, experienced lawyers near you with detailed profiles and reviews.
Find a notary online Get your document legally notarized in minutes, no matter the device, time of day, or location.
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Get help navigating life's important moments. Tackle your short-term savings goals. Set up a savings goal and create a plan of action. *Residents of California, Connecticut, Louisiana, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, North Dakota, Ohio, Pennsylvania, Rhode Island, Tennessee, Washington DC, West Virginia, Wisconsin, and Vermont are not eligible for the bonus; bonus paid via e-gift card. Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated. The third-party trademarks and service marks appearing herein are the property of their respective owners. 972717.10.0Footer
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0