Financial planning that moves with your life

You want affordable investment management for your goals. Our hybrid robo advisor is here to help. Meet Fidelity® Personalized Planning & Advice.

Digital meets personal

  • Tell us about yourself and what you’re saving for. It could be anything from retirement to a big purchase.
  • We’ll then recommend an investment strategy and make sure you stay on track.
  • Use our online planning tools and resources to help you determine the next step to take.

  • Questions? Ask for "Planning"



Digital investing & advice

Fidelity® Personalized Planning & Advice is our hybrid robo advisor. It's a "hybrid" because it pairs digital investing with a human aspect through coaching. We'll invest your money according to your investment strategy (sample pictured) and watch over your account. You'll get access to coaching calls with an advisor who'll work with you to help you with your goals.

Estimate of $10.42/mo is based on an account balance of $25,000 and our 0.50% gross advisory fee. Total costs will vary with account balance, and estimates are based on the assumption that you will fund your account with cash and your account balance does not change for a year.

How to get started

Create a profile

Tell us about yourself and what you're saving for. It'll take about 5 minutes.

Get a free proposal

Review your no-commitment investment strategy proposal.

Accept and open

Accept our proposal, then open and fund your account. Congrats, you're officially enrolled!

Stay on track

We'll make the necessary adjustments and be there for you when you need us.

Ready to get started?

It'll take about 5 minutes.

Ask for "Planning"