Let us handle the investing for you
Fidelity Go® – Affordable, automated investing
You'll answer a few questions, and we'll build an investment strategy to meet your needs. After that, we’ll monitor the markets so you don't have to, and will automatically rebalance your portfolio to keep you on track.
Investment minimum is only $10,1 and you'll pay $0 in advisory fees for balances under $25,000. Once your balance reaches $25,000 and above, the advisory fee is only 0.35% a year and includes unlimited 1-on-1 financial coaching calls.2,3
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Fidelity Managed FidFolios℠ – Professionally managed stock portfolios
Diversified,4 professionally managed stock portfolios that you can personalize around your preferences.5 Choose from 6 different strategies diversified across hundreds of individual companies. For taxable accounts, we also use tax-smart investing techniques6 designed to help you keep more of what you earn.
Investment minimum is $5,000, with advisory fees of either 0.40% or 0.70% based on the strategy you choose.7
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Choose and manage your own investments
You can choose from a wide range of investments in your existing Fidelity Account® (where your company shares or cash awards are deposited).
Use our stock research center or mutual fund screener to see what might be right for you.
Why is diversification important?
To reduce your risk
When you avoid having too much of any one type of asset, you help limit the volatility of your portfolio over time.
To plan long term
During market ups and downs, a diversified approach can help manage risk while maintaining exposure to market growth.
To reach your goals
Different investments can help you achieve goals such as dividends, retirement income, tax efficiency, and more.
We offer investing advice options for every type of investor. Learn more about all the ways we can work together.
