Simple investing

Fidelity Go® and Fidelity® Personalized Planning & Advice make investing in a digital managed account quick, easy, and affordable.


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Let us handle the investing for you

After a few simple questions, we'll learn about your financial goals and be able to suggest an investment strategy to help you reach them. Behind the scenes, our investment management team will then manage your strategy and investments for you.

Are you also looking for on-going guidance and support from a financial advisor?

No, I just want someone to manage my investments for me.

Yes, I have questions about things like saving for retirement, strategies for paying off debt, and how to create a budget.

Here's what's included

  • An investment strategy that's created using details about your finances and goals
  • Investments that are managed by a team of professionals
  • Unlimited 1-on-1 financial planning calls with a team of Fidelity advisors1
  • General eligibility
  • Advisory fee
  • Fidelity Go®
  • An investment strategy that's created using details about your finances and goals
  • Professional investment management by our team
  • Minimums and fees
  • General eligibility No account minimums2
  • Advisory fee Under $10,000: $0
    $10,000–$49,999: $3 per month
    $50,000 and above: 0.35% per year
  • Learn more
  • Fidelity® Personalized Planning & Advice
  • An investment strategy that's created using details about your finances and goals
  • Professional investment management by our team
  • Unlimited 1-on-1 financial advice and planning calls with a team of Fidelity advisors1
  • General eligibility $25,000 managed through Personalized Planning & Advice3
  • Advisory fee 0.50%
  • Learn more
robo-advisor

As you compare Fidelity Go® (our robo advisor) and Personalized Planning & Advice (our hybrid robo advisor), it's good to understand the specifics about these types of accounts and how they work.

Can't decide which account is right for you? We can help.

Give us a call at 800-343-3548 and ask for 'Planning'

Give us a call at 800-343-3548 and ask for "Planning"