Investment Advice Services
When it comes to finances, no two investors are the same. Some prefer to manage their own investments while others would prefer to have them professionally managed. Whichever you prefer, you can get help from Fidelity.
- Who's eligible
- How it works
- Get help
U.S. employees who can participate in the Microsoft Savings Plus 401(k) Plan are eligible to access online tools through Fidelity NetBenefits.
Manage it myself
If you're interested in managing your own investments, visit Fidelity's Planning Summary page at no additional cost to you. Available on Fidelity NetBenefits, the Planning & Guidance Center can help you construct a diversified portfolio using the investment options available through the Microsoft Savings Plus 401(k) Plan. You can also add personal savings accounts and other investments to receive comprehensive investment and savings advice from the tool.
Manage it for me
If you would like to have your 401(k) account professionally managed by Fidelity, for a fee, you can enroll in Fidelity’s Personalized Planning & Advice service. Fidelity's team of investment professionals will manage your account based on the preferences you provide in your profile. Then, they invest, monitor, and rebalance your portfolio to reflect changes in the market on your personal circumstances. Working with Fidelity also means you will have a single place to manage your 401(k) account and investments, providing a more streamlined way to get help as you work to improve your financial wellness and reach your long-term financial goals.
To learn more about these investment advice services, go to Fidelity NetBenefits or call them at (866) 811-6041.
Learn more
Sign In
For a more personalized experience, including tools and resources tailored to you, please sign in using your Microsoft employee credentials.
Note: Sign-in is for Microsoft employees only.