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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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Fidelity Go FAQs. Fidelity Go, our robo advisor, is a digital financial service that makes investing quick, easy, and affordable. Start by answering a few questions online, and then we build a strategy to meet your needs. From there, we handle the investing so you dont have to.
At Fidelity, you can set up automatic investments into funds you already own in your brokerage, retirement, 529 savings, or other eligible retail Fidelity accounts. The investment can be made from the cash available in the account or by linking to a bank account.
The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in publicly traded equity securities of businesses that the portfolio managers believe are benefitting from or have the potential to benefit from advances in the use of artificial intelligence.
Go to Fidelity.com/pws or call 800-343-3548. Use this form to establish, change, or delete an ongoing automatic withdrawal plan for a Brokerage or Mutual Fund Only Traditional, Roth, Rollover, SEP, or SIMPLE IRA account.
There are no transaction fees for automatic investments into Fidelity funds or FundsNetwork No Transaction Fee (NTF) funds. For all other funds, there is a $5 fee for each automatic investment, in addition to any other fees that may apply. Your bank or other financial institution may also charge transaction fees.
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People also ask

The most accurate and popular Fidelity Investments email format is first. last (ex. John.Smith@fidelity.com). Fidelity Investments also uses first [1 letter] + last (ex.
Still, a hybrid robo advisor might cost more than a robo advisor alone. Fidelitys robo advisor, Fidelity Go, offers hybrid robo advisory services for a fee of 0.35% a year for those with balances of $25,000 or more.
Not only is setting up automatic investments a way to simplify your life, but its also smart investment behavior. It removes the pressure of deciding when to make each investmentsidestepping the possibility youll be too indecisive to make any move at all.

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