Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. There is no cost to convert an account. The sale of securities in your account in connection with the account conversion is subject to applicable redemption or other fees and may generate tax consequences.
2. Kiplinger's magazine, Aug 2023 Online Broker Survey. Fidelity was ranked No. 1 for best robo out of ten online brokers. Results based on a survey of investment offerings, level of advice, account minimums, and annual fees. From Kiplinger Personal Finance. ©2023 The Kiplinger Washington Editors. All rights reserved. Used under license. For important disclosures about the relationships and services Fidelity offers to retail investors, including fees and costs, conflicts of interest, and standards of conduct, please view the Customer Relationship Summaries.
There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10.
To be eligible for the Personalized Planning & Advice financial coaching service through Fidelity Go, you must invest and maintain $25,000 or more in at least one eligible Fidelity Go account. Clients who are nearing or in retirement should understand that such financial coaching will not address retirement income planning.
Clients with $500,000 or more at Fidelity may be eligible for access to a dedicated Fidelity representative.
System availability and response times may be subject to market conditions.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
The images, graphs, tools, and videos are for illustrative purposes only.
Fidelity, Fidelity Investments, the Fidelity Investments and pyramid design logo, Fidelity Go, and Fidelity Flex are registered trademarks of FMR LLC.
Fidelity Go® provides discretionary investment management, and in certain circ*mstances, non-discretionary financial planning, for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
