Fidelity Go: Affordable, Automated Investing from a Trusted Name
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Fidelity Go: Affordable, Automated Investing from a Trusted Name
Fidelity Go is a beginner-friendly robo-advisor that offers professionally managed portfolios at low or no cost, starting at $10.
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Fidelity Go: Affordable, Autom...
What Is Fidelity Go?
Fidelity Go is an automated investment service by Fidelity Investments that creates and manages diversified portfolios tailored to your goals.
It’s designed to make investing easy and affordable, especially for those starting out or looking for hands-off portfolio management.
Fidelity Go Overview
| Offers | Best For | Account Minimum | Mgmt Fees | Get Started |
|---|---|---|---|---|
| Robo Advisor | Individuals seeking automated, low-cost investment management. | $10 | Varies | Visit Website |
How Fidelity Go Works
With no minimum to open an account and no fees under $25,000.
- Answer a few questions about your financial goals, risk tolerance, and investment timeline.
- Fidelity recommends a customized portfolio built with Fidelity Flex® mutual funds.
- Open and fund your account—once your balance reaches $10, your portfolio is automatically invested and managed.
Key Features & Benefits
| Feature | Benefit |
|---|---|
| No Minimum to Open | Start an account today, even with $0—invest once you reach $10. |
| Low-Cost Management | No advisory fees for balances under $25,000. Just 0.35% if you go above. |
| Fidelity Flex Funds | Mutual funds with no expense ratios to keep costs low. |
| Financial Coaching | Gain access to 1-on-1 coaching when your balance hits $25,000. |
| Automatic Rebalancing | Portfolios are monitored and adjusted to stay on track with your goals. |
Who Is It For?
- New investors who want to start with as little as $10
- Those who prefer automated, low-cost investment solutions
- Fidelity customers looking for integrated portfolio management
Pricing & Fees
- Account Minimum: $10 to begin investing
- Under $25,000: No advisory fees
- $25,000 and above: 0.35% annual advisory fee
- Fund Fees: Fidelity Flex mutual funds have no expense ratios
Trust & Security
- Offered by Fidelity Investments, a leader in financial services
- Brokerage services provided by Fidelity Brokerage Services LLC, Member NYSE and SIPC
- Account protection up to $500,000 (including $250,000 for cash claims)
FAQs about Fidelity Go
Is there a minimum to open an account?
No, you can open a Fidelity Go account with $0. You’ll need $10 to start investing.
Can I speak to a financial advisor?
Yes, if your balance reaches $25,000, you gain access to a financial coach.
Does Fidelity Go offer tax-loss harvesting?
No, tax-loss harvesting is not included in the service.
Get Started with Fidelity Go
| Account Types | Individual |
|---|---|
| Advisory Style | Hybrid (Human + Robo) |
| Features & Access | Savings Automation |
| Investment Options | Mutual Funds |
| Minimum Deposit | $1–$99 |
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