Digital investment management and advice
Once you work with Fidelity online to choose an investment strategy, you can explore our online planning resources to get clear next steps and track your progress.
Fidelity Go®
Digital investing plus access to coaching
Professional, affordable money management with automatic rebalancing to keep your strategy on track. No minimum to open an account,1 and access to coaching when your balance reaches $25,000.
Fidelity Managed FidFolios®
Professionally managed stock portfolios
Customized portfolios of individual stocks with a $5,000 minimum investment.2 Portfolios are managed by a team of professionals, with tax-smart strategies built in.3
Work with a Fidelity advisor
As a Fidelity® Wealth Management client, you can work with an advisor4 who can help to build a personalized plan around your full financial picture, and help to choose an investment solution designed to support your vision for the future.
Personalized Portfolios account
Personalized multi-asset class portfolios
A comprehensive, multi-asset class approach that provides exposure to a mix of stocks and bonds based on your time horizon, comfort with risk, and investment preferences, with tax-smart strategies built in.3
Separately managed accounts
Targeted single-asset class portfolios
These professionally managed portfolios generally consist of individual stocks or bonds, and are designed to meet a specific investment objective, with built in tax-smart investing strategies for stock portfolios.3
Choose how you want to get started
Call us:
Already completed an Investor Profile Questionnaire for a Personalized Portfolios account or separately managed account? View your proposal.
