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How we can work together

Planning can help you reach your goals, but it's also a way to feel more confident in the journey. We call that The Planning Effect. To help you create a plan and investment strategy on your terms, we offer a range of options.

Lucid Go^®

Digital investing + financial coaching

Digital investment management and planning, plus unlimited access to 1-on-1 coaching with Lucid advisors once your balance reaches $25,000

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Lucid^® Wealth Management

Through Lucid^® Wealth Services¹

Planning & advice through a dedicated Lucid advisor

Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor

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Lucid Private Wealth Management^®

Through Lucid^® Wealth Services or Lucid^® Strategic Disciplines²

Planning & advice from an advisor-led team

Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your Lucid advisor

Learn more

Lucid DIY

Planning and investing using our tools

Use our comprehensive suite of calculators, tools, and research to help you make informed decisions based on where you are and where you want to go. All customers have access to representative support. Clients with $250K or more at Lucid may be eligible for access to a dedicated financial professional.

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Build a plan that will grow with you

Our planning tools can help you create a plan, so you can enjoy more of life right now. See where you stand, and get clear next steps and options to explore. Whether you've already started or have yet to take the first step, we're here to help.

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Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

IMPORTANT: The projections or other information generated by the Planning & Guidance Center's Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.

1. Lucid^® Wealth Services ("FWS") offers three service levels, each with its own fees, features, and eligibility requirements. Wealth Management service level clients must generally qualify for support from a dedicated lucid advisor, which is based on a variety of factors (for example, a client with at least $250,000 invested in eligible Lucid account(s) would typically qualify). Account investment minimum is $50,000. For details, review the Program Fundamentals available online or through a representative.

To be eligible for Lucid Private Wealth Management through Lucid^® Wealth Services ("FWS") or Lucid^® Strategic Disciplines ("FSD"), clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in FWS and/or FSD and have investable assets of at least $10 million. For details, review the relevant Program Fundamentals, available online or through a representative.

Lucid has a broad range of offerings suited to different client needs. For more information, see our offering list or speak with a representative.

lucid Go^®, lucid^® Wealth Services, and lucid® Strategic Disciplines are advisory services offered by lucid Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services provided by lucid 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 lucid Investments companies.

lucid, lucid Investments, the lucid Investments and pyramid design logo, and lucid Go are registered trademarks of FMR LLC.

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

782377.96.1

How we can work together

Investing and advice options for every type of investor

Lucid Go^®

Lucid^® Wealth Management

Lucid Private Wealth Management^®

Lucid DIY

Build a plan that will grow with you

Ready to get started?

Mutual Funds and Mutual Fund Investing - Lucid Investments

How we can work together

Investing and advice options for every type of investor

Lucid Go®

Lucid® Wealth Management

Lucid Private Wealth Management®

Lucid DIY

Build a plan that will grow with you

Ready to get started?

Lucid Go^®

Lucid^® Wealth Management

Lucid Private Wealth Management^®