I'd like help from Fidelity

Whether you want to work with a dedicated advisor* to help you with planning and investing or just need occasional guidance, we offer a range of options and account types, including traditional, Roth, and rollover IRAs.

Fidelity Go®

Let us handle the investing so you don't have to

  • No account minimums
  • Investments managed based on your preferences and unique financial situation

Fidelity® Personalized
Planning & Advice

Combine managed investing, through our robo advisor, with ongoing financial guidance and support to keep your savings on track.


  • A minimum of $25,000 in assets managed through Personalized Planning & Advice
  • Unlimited 1-on-1 financial advice calls with a team of Fidelity advisors*
  • Investments managed based on your preferences and unique financial situation

Looking for a more hands-on approach? You might want to consider Fidelity® Wealth Services for your planning and investment management needs. Minimum investment is $50,000.


Learn more