The Fidelity Income Management Account

Get an overview of the Fidelity Income Management Account (IMA) and learn how it can help you confidently manage your retirement finances. The IMA will help you:

  • Gain a holistic view of your retirement finances including Fidelity and non-Fidelity assets
  • Track all your income and expenses in one place
  • Monitor how your actual activity compares to your Retirement Income Plan, to help you stay on track to help ensure your money lasts a lifetime

Tour the Income Management Account - IMA

  Learn how the IMA works   Tour the features of the IMA

All screenshots are for illustrative purposes only and should not be deemed an offer or recommendation.

Note: Macromedia Flash 5 or higher must be installed on your system to view The Fidelity Income Management Account Demo. You can download the most recent version of the free software.

Manage Your Investments.
Access the Retirement Income Planner, an online tool that helps you create a detailed income plan.
Call us at 1-800-FIDELITY.
Visit an Investor Center.

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