Utah Educational Savings Plan

Addepar, based in Salt Lake City, is a leading wealth management platform that focuses on data aggregation, analytics, and reporting. Their specialized software empowers clients by providing a comprehensive financial overview, enabling better-informed decision-making and personalized advice. With a commitment to delivering tailored, tech-forward solutions, Addepar ensures that clients benefit from consolidated and unified data for a more meaningful financial perspective. Discover how Addepar's wealth management software can revolutionize the way you manage your finances. Generated from their website's infomation

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.