Building on its long history of offering industry-leading managed account solutions and online planning tools, Fidelity Investments® announced today the national launch of Fidelity Go℠, an advisory solution designed for investors seeking a trusted team1 to manage their money through a simple and efficient digital experience.
Fidelity Go was developed in collaboration with younger, digitally-savvy investors, and is a unique combination of a professionally managed portfolio, an easy-to-use digital dashboard, integration with Fidelity’s broader investment tools and services, and an all-in cost2 that is among the lowest in the industry.
Fidelity Go features:
“Fidelity Go makes professionally managed portfolios broadly accessible by helping people move from saving to investing quickly and efficiently, with costs starting at approximately $20 a year3,” said Rich Compson, head of managed accounts at Fidelity. “Our goal is to help people meet their lifetime financial needs, and Fidelity Go is a new way for Fidelity to help digital-first investors and those just getting started.”
Fidelity Go investors also benefit from Fidelity’s broader capabilities, including integration with its online financial planning tools, ongoing monitoring with Fidelity mobile apps including Apple Watch alerts, and the ability to direct the unlimited 2% cash back4from the new Fidelity Rewards Visa Signature Card into their Fidelity Go accounts. “Integration with Fidelity’s broader experience can help customers both enhance and simplify their financial lives,” said Compson.
How Does Fidelity Go Work?
Ongoing Management and Monitoring
Access and Support
Building on Fidelity’s 25 Years of Experience Offering Advisory Solutions
Fidelity has been a leader in retail advisory solutions for more than two decades, offering a range of solutions designed to meet the diverse needs of investors. The company’s retail managed accounts business has more than $200 billion in assets and helps more than 500,000 individuals achieve their investing goals6.
Fidelity Go extends this suite of advisory solutions to a broader audience, including investors who may be just starting out. As an investor’s needs change and grow over time, Fidelity’s Portfolio Advisory Services (PAS) offers a spectrum of solutions, including active asset allocation, tax sensitive investing and separately managed accounts. Fidelity is committed to continually enhancing its advisory line up, as evidenced by Fidelity Go and the recently introduced Index-Focused PAS offering.