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How to book a one-on-one consultation

You can get the guidance you need to help plan for your future by meeting one-on-one on campus or over the phone with a Fidelity Planning and Guidance Consultant. You can learn about investment funds, discuss how much money you may need at retirement, review your current investments, learn how to initiate a rollover, or discuss investment strategies.

You can schedule the consultation online (see directions below) or call 800.642.7131.

1. Go to Fidelity NetBenefits and log in with your user name and password. Note: this is not your VUnetID and ePassword.


 

2. Click on the "Let's Build Your Plan Together" link.

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3. Click on one of the radio buttons under the "Start here - what interests you" screen. Then click on the Next button.

screenshot 2

 


 

4. Next enter your name and contact information. Then choose where you'd like to meet. Then click on the Next button.

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5. Click on the plus sign next to "Meet In-Person With a Consultant". Then click on the Next button.

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6. Select the date and time most convenient for you. Note that the location is the one you selected on the previous screen. Then click on the Next button.

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7. Click on the "Confirm Your Appointment" button.

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8. You will see a confirmation screen. You will also receive a confirmation email, sent to your Vanderbilt email account.

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