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Fidelity Investment Consultations

April 17, 2024

Fidelity's investment representatives offer individual counseling for financial planning and retirement.

If you have questions or concerns regarding your Fidelity account, schedule an appointment with Matthew Young, Workplace Financial Consultant / Personal and Workplace Investing:

  • 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

You can also, visit to view the available investment options with Fidelity, or to explore the financial planning tools available through Fidelity online.


Further information

  • Location: HUB Side Room 202
  • Time: 9:45 am - 11:30 am Calendar Icon
  • Cost: Free