Fidelity SmartRetire 4+

Manage your wealth in one App! Use our new tools for financial planning, managing accounts or applying for Tax Deductible Voluntary Contributions account in 15 min.

The new SmartRetire mobile app offers Fidelity MPF scheme members and personal investors an upgraded asset management experience. With this iteration, we are delighted to introduce you the all-new Financial Forecast tool to guide your way through building wealth and the Investment Portfolio calculator to help you test out your investment strategies using historical data. You can also use our Financial Wellness tool to assess your current financial situation and get personalized score with improvement tips.

Take charge of your financial future! Start planning today to achieve your financial goals.

Fidelity SmartRetire mobile app features:
Exclusively for Fidelity account holders:
• Biometric secured login
• Overview and track performance of your Fidelity accounts at a glance
• Change of investment allocation, including asset switching and contribution re-direction (if applicable)
• Fidelity MPF Smart Onboarding feature – New members can fill in and submit MPF enrolment form with ease (if applicable)

Available to all:
• Easy Tax Deductible Voluntary Contributions account set-up and management – You can apply for a TVC account and make a new lump sum or monthly contribution, or change your current monthly contribution, as well as transferring in accrued benefits from TVC account(s) of other scheme(s) conveniently
• Financial Wellness tool to assess your current financial situation and get personalized score with improvement tips
• Financial Forecast tool and Investment Portfolio calculator
• Push notifications

Try the Fidelity SmartRetire mobile app now!

Investment involves risks. Past performance is not indicative of future performance. Please refer to the relevant offering documents, including Product Key Facts (including the risk factors) for details. Fidelity only gives information about its products and services. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment. This material is issued by FIL Investment Management (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission.

Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International.

The content of this app is intended to be viewed for informational purposes only and cannot be construed as an offer or solicitation to purchase any investment fund or product of Fidelity, or an offer or solicitation to engage the investment management services of Fidelity in any jurisdiction in which the distribution or offer is not authorized or would be contrary to local laws or regulations. The content of this app may not be reproduced or circulated without written consent from Fidelity.

This app does not constitute an offer or solicitation to any person in any jurisdiction in which to make such an offer or solicitation may be unlawful. It is the responsibility of the persons who access this app to observe all applicable laws and regulations. Persons resident in territories other than Hong Kong should consult their professional advisers as to whether they may subscribe for the products and services described in this app or whether they require any governmental or other consents or need to observe any formalities to enable them to do so.

The persons who access this app should only run this app on trusted device manufactured and maintained by reputable manufacturers, and follow all security precautions provided by the manufacturer.