August 12, 2024
Get your questions answered with an in-person appointment.
Fidelity's investment representatives offer individual counseling for financial planning and retirement. If you have questions or concerns regarding your Fidelity account, schedule an IN-PERSON appointment with Matthew Young, Workplace Financial Consultant / Personal and Workplace Investing:
- 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
You can also, visit Fidelity.com to view the available investment options with Fidelity, or to explore the financial planning tools available through Fidelity online.
Further information
- Location: HUB Mary Dickinson Room
- Time: 9:00 am - 5:00 pm
- Cost: Free