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At Fidelity, we are invested in building the financial health of communities where we work and live. Fidelity Financial Forward offers educators, parents, and anyone with a vested interest in a child’s education the necessary tools to teach children from grades K-12 about healthy money habits. These efforts have reached 4,500 teachers, who in turn have shared these financial concepts with more than 450,000 students nationwide since 2015.

It’s never too early to start learning about basic money concepts, which is why Fidelity is passionate about helping schools and teachers feel more confident teaching their students about money and investing from a young age.

We believe everyone should know how finances fit into their life, but access to financial tools is often unequal – especially in underserved communities. Fidelity is helping build more financially literate communities by working with non-profit organizations that are responding to challenges that stem from racial inequity and social injustice.

To best deliver financial education programs and experiences for communities of color that support building wealth and saving for retirement, we are refining our financial education offerings for kids, teachers and parents.


What We Offer

Through Fidelity Financial Forward we are providing K-12 students and teachers a head start for the “real world” of financial planning and decisions. Students gain an understanding of saving, investing, spending, and planning in the context of today’s changing economy, and are better prepared to make personal finance and investing decisions for their lives.The Fidelity Learning Lab provides educators with relevant resources, tools and strategies to use in the classroom. These self-guided courses help teachers develop an understanding of how money impacts students’ futures, while building their own self-confidence in teaching financial wellness concepts. The opportunity to network and collaborate with fellow educators in a virtual environment is a key feature of the program.

Through FinLit Volunteers we leverage our associates’ skills in financial services to provide financial literacy support in the classroom to teachers across the country.

Find us in the Jump$tart Clearinghouse!


What’s New

It’s never too early or too late to improve your understanding of money and finances and how they work. Fidelity is committed to helping new and young investors who are just beginning their financial journeys with the resources and education to make their money work for them.

The Fidelity Youth Account is the industry’s first brokerage account designed exclusively for 13 to 17-year old teens to save, spend, and begin investing. Besides serving as a secure on-ramp to forming good money habits, the account includes parental oversight while encouraging young Americans to learn through action and fosters meaningful family conversations around financial topics.

Fidelity has education designed to teach the Financial Basics and better understand a variety of personal finance topics such as budgeting, debt management, credit cards, and investing. These educational topics are presented through short, simple articles, videos, and infographics.

Fidelity Spire, a free mobile app, is designed to help you save, plan, and invest for short and long-term goals. Track your financial progress toward a specific goal and timeframe and see financial tips that are related to your goals.

Fidelity has a wealth of digital resources and tools to support young investors and beyond through every life stage and financial need, including:

Fidelity Go – lets you access professional money management on your terms so you can spend more time focusing on what matters to you, by using a simple and convenient robo-advisor.

Fidelity’s Budget Checkup – helps you create a budget based off a 50/15/5 simple guideline: 50% on essential expenses, 15% to retirement savings, and 5% to short-term savings.

Student Debt Tool – provides a clear picture of how much you owe and how long it will take to pay it off.

At Fidelity, we know finance. We’re passionate about making a difference in everything we do. To learn more about Fidelity visit here.


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Investing involves risk, including risk of loss

Fidelity Go® provides discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917



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Friday Five

Coalition Corner

Please welcome new partner, FirstRoot to the Jump$tart Coalition!

Thank you to everyone who made the NEC as success! To see a list of our underwriters and sponsors, please visit here. We are thankful for each and every one of you and hope to see everyone in Atlanta in 2022!

Giving Tuesday is 18 days away. Please keep Jump$tart in mind for your year-end giving!