About Fidelityįidelity Investments is one of the best online brokerages for comprehensive robo-advice, mobile investing, and personalized wealth management services. Fidelity also stands out for its youth brokerage account options. Fidelity investment account features include commission-free trades, automated trading, retirement planning calculators. $0 advisory fees for balances under $25,000.Ġ.35% per year for balances of $25,000 or more.Show Pros, Cons, and More chevron down icon An icon in the shape of an angle pointing down.īottom line: Fidelity is one of the largest - and best - brokerage and robo-advisor platforms, offering a robust selection of trading tools, brokerage accounts, and advanced trading features. Do-it-yourself investing strategies, which you can explore in our Planning & Guidance Center, include target date funds, 2 target allocation funds, or model portfolios of funds with fees and expenses. No minimum to open a retail brokerage account 1 and invest on your own.įees will vary based on the investments you choose. We manage an account consisting of zero expense ratio Fidelity mutual funds for you. Access to unlimited 1-on-1 coaching calls when your balance reaches $25,000 or more.įidelity offers a wide range of investment options, including stocks, bonds, and mutual funds. If you have $250,000 or more invested at Fidelity, you may be eligible for dedicated support.ĭigital investment management to help keep your investment strategy on track. You choose your own investments, manage them yourself, and have access to online planning tools through our Planning & Guidance Center. Whether you're managing the investing on your own, or want Fidelity to handle it for you, we offer a range of account options to choose from. You don’t need to wait until your annual review to contact us! So, as your needs change, let us know and we can help by making changes consistent with your new goal. If necessary, we’ll adjust your investment strategy to fit with your new situation.Īnd remember, this is a relationship.

Each year, we’ll check in with you to ask if anything major in your life has changed.

Life takes turns-and we want to know all about them. Whether you need help creating a budget, paying down debt, retirement planning, or investing for your future, you’ll have the comfort of knowing that 1-on-1 advice from Fidelity is just a coaching call away. We’ll provide you with support to help you stay in control of your finances. We'll then monitor and adjust your investment strategy over time based on the updates you make to your information and the other information we may have on file for your account.Īll customers have access to our online planning tools, and once your account reaches a balance of $25,000, we have trained advisors who can help guide you through your options. But don't worry if you want to put those off until later-you can set those up at any time. If you told us you were going to make recurring deposits, we'll prompt you to add those next. We'll start by offering you the chance to make an initial deposit, in the same amount you told us you were going to start with when you created your profile. Once your account is open, you can add money to it. We'll then manage your money in accordance with your goals, helping you track your progress along the way. Then we’ll suggest an investment strategy for your account. With Fidelity Go ® you’ll start by telling us about yourself and your individual financial goals.

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