Fidelity Go: Your Affordable Robo Advisor for Smart Investing

Investing can often feel overwhelming, but with Fidelity Go, managing your money has never been easier. This innovative robo advisor takes the guesswork out of investing, allowing you to focus on your financial goals while they handle the heavy lifting.

What is Fidelity Go?

Fidelity Go is a digital financial service designed to automate your investing journey. By answering a few simple questions about your financial goals and risk tolerance, Fidelity Go crafts a personalized investment strategy tailored just for you.

How Does It Work?

1. Tell Us About Yourself: Start by providing information about your financial goals and risk comfort level.
2. Investment Strategy: Fidelity Go will recommend an investment strategy based on your inputs.
3. Fund Your Account: Once you set up your account, you can start investing with as little as $10.
4. Ongoing Management: Fidelity’s team of professionals will monitor your investments, rebalancing your portfolio as needed to keep you on track.

Key Features of Fidelity Go

• No Advisory Fees for Balances Under $25,000: Enjoy the benefits of professional management without the costs.
• Affordable Fees for Larger Balances: For balances over $25,000, a low advisory fee of just 0.35% per year applies, which includes unlimited 1-on-1 coaching calls.
• Personal Financial Coaching: Once your account reaches $25,000, you gain access to unlimited coaching sessions to help you with budgeting, debt management, and retirement planning.
• Annual Reviews: Fidelity Go checks in with you annually to adjust your investment strategy based on any life changes.

Pricing Structure

• No Minimum to Open an Account: You can start investing with just $10.
• No Advisory Fees for Balances Under $25,000: Perfect for new investors.
• 0.35% Advisory Fee for Balances Over $25,000: This fee includes unlimited coaching, making it a cost-effective option for those looking to grow their wealth.

What Makes Fidelity Go Stand Out?

Fidelity Go was recently awarded Best Robo in Kiplinger’s annual survey of online brokers, highlighting its effectiveness and user satisfaction. This accolade is a testament to Fidelity’s commitment to providing top-notch investment services.

Frequently Asked Questions

Can I Convert an Existing Fidelity Account?

Yes! If you have an eligible Fidelity brokerage or retirement account, you can easily convert it to a Fidelity Go account while retaining your existing account number and features.

What Types of Investments Will Be in My Account?

Your Fidelity Go account will primarily consist of Fidelity Flex® mutual funds, which include a mix of domestic and international stocks, bonds, and short-term investments. These funds have zero expense ratios, making them a cost-effective choice.

Can I Choose My Investments?

While you cannot buy and sell individual investments directly, you can set reasonable restrictions on your account management. Fidelity Go’s professionals will handle the day-to-day decisions based on your chosen strategy.

Conclusion

Fidelity Go is an excellent choice for anyone looking to simplify their investing experience while still receiving professional guidance. With no minimum to start and a user-friendly platform, it’s perfect for both novice and experienced investors alike.

Ready to Get Started?

Don’t let the complexities of investing hold you back. Sign up for Fidelity Go today and take the first step towards achieving your financial goals! 🚀