February 21, 2024
Fidelity's investment representatives offer individual counseling for financial planning and retirement.
Schedule an appointment to meet with Fidelity Investments Workplace Financial Consultant, Matthew Young.
Follow the directions below to schedule a 1:1 session with Matthew on campus!
Step 1: go to www.Fidelity.com/schedule
Step 2: select Schedule a time to meet
Step 3: at the top of the screen where it says Enter your employer name type Dickinson and WAIT for Dickinson to appear as a choice and then click on Dickinson (if you type Dickinson and hit Enter is may not work)
Step 4: next under Select Appointment Type select either Virtual/phone/In Person once you have made your choice the dates will appear with available time slots.
Step 5: click on the plus button on the day you want to schedule and you will see the available times
Step 6: If you want to see future available date click on the Next Available button in the upper Right hand side of the screen to advance the dates
Questions can be directed to matthew.young2@fmr.com or devwell@dickinson.edu.
Further information
- Location: HUB Side Room 202
- Time: 9:30 am - 5:00 pm
- Cost: Free