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Fidelity Investments 1:1 Consultations

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

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 or


Further information

  • Location: HUB Side Room 202
  • Time: 9:30 am - 5:00 pm Calendar Icon
  • Cost: Free