Fidelity BrokerageLink® provides greater investment choices for 401(k) participants through a self-directed brokerage account window that is available in addition to the investment choices provided by your company’s 401(k) pension plan. The self-directed brokerage account is for sophisticated investors willing to take additional risks with their investments. If you are prepared to assume the responsibility to select and monitoring this portion of your retirement plan balance, it could be ideal for you. However, if you do not feel comfortable actively managing a portfolio beyond the standard mutual funds offered through your plan, then Fidelity’s BrokerageLink® might not be advisable for you. It is important to remember it is always your responsibility to ensure that the options you select are consistent with your particular situation including your goals, time horizon, and risk tolerance.
Fidelity BrokerageLink® provides thousands of investment choices, including access to investment advisory services for the management of participant pension assets. The following securities and investment options are available in the Self-Directed Brokerage Account option:
- Stocks listed on a Securities Exchange Commission (SEC) regulated national exchange;
- Exchange-Traded Funds (except for leveraged Exchange-Traded Funds);
- Mutual funds (except for any of the Investment Plan’s primary investment funds); and
- Fixed income products.
True North Financial Advisors provide investment advisory services for Fidelity BrokerageLink® participants through this self-directed brokerage account option. The investment advisory services include third-party money managers and the development of investment strategies based on client investment objectives, investment time horizon and risk tolerances, which are implemented and monitored through the use of a personalized:
Our team is comprised of dedicated professionals who are interested in a truly unique relationship of trust and confidence with those individuals we help. We trust your access to our professional experience and knowledge of the financial services industry will provide the direction you need to find your True North.
