What Qualifies as High Net Worth at Fidelity
At Fidelity, high net worth generally refers to individuals or households with investable assets above a defined threshold, often starting around $250,000 to $500,000 or more. The exact cutoff can vary by program and is subject to change. These thresholds help Fidelity tailor services, pricing, and support for affluent clients.
Account Types and Services for High Net Worth Clients
Fidelity offers brokerage, retirement, and managed accounts that can be used by high net worth investors. Eligible clients may access dedicated support, advanced trading tools, and guidance on complex strategies such as tax-efficient investing and estate planning. Services and eligibility requirements are detailed on Fidelity's official website.
How to Qualify and Get Started
To qualify for high net worth programs, clients typically need to meet asset thresholds and complete standard account applications. Fidelity reviews accounts periodically, and eligibility can change based on account activity and updated policies. Prospective clients should review current requirements and consult Fidelity directly for the latest details.
Learn more about Fidelity's high net worth services and eligibility criteria.
