Digital investing & advice

Our low-cost robo advisor solutions let you get invested to help meet your goals—whether you're looking for simple, digital-only investing or a more personalized hybrid robo investing service with a human touch.

Compare our robo advisor and hybrid solution with coaching

Fidelity Go®

Our affordable robo advisor

Who it's for

Investors who want the benefits of digital investment management


What you get

  • A digital experience to help you pursue a single financial goal
  • An investment strategy recommendation that aligns to your goal
  • Professional investment management by a team that works to keep your investment strategy on track

How it works

Answer a few questions online, then we’ll suggest an investment strategy and manage your money to the strategy you select, making adjustments as needed to keep you on track.


General eligibility

No account minimum1


Advisory fee

Under $10,000: $0​​​
$10,000–$49,999: $3 per month​​​
$50,000 and above: 0.35% per year​

Fidelity® Personalized Planning & Advice

Our affordable hybrid robo advisor with coaching

Who it's for

Investors who want the benefits of digital investment management and planning with Fidelity advisors when needed


What you get

  • Digitally led, personalized planning for savings goals like retirement, a big purchase, or growing your investments
  • An investment strategy recommendation that aligns to your goal
  • Professional investment management by a team that works to keep your investment strategy on track
  • Access to a team of advisors to review your financial plan, plus 1-on-1 coaching on a variety of financial topics

How it works

Answer a few questions online, then we'll suggest an investment strategy and manage your money to that strategy. You'll also get 1-on-1 financial coaching from Fidelity advisors on calls when you need it.


General eligibility

$25,000 managed through Fidelity® Personalized Planning & Advice


Advisory fee

0.50%

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.

call

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