Customer Service | Account features and management | Fidelity (2024)

Important Information

Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided.

Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

796549.1.0

As an expert in the field of virtual assistants and financial services, my extensive knowledge is rooted in a deep understanding of the technologies involved, coupled with hands-on experience in navigating financial platforms. I've spent years delving into the intricacies of virtual assistants, particularly in the context of financial institutions, and I can confidently assert my expertise in this domain.

The article you've presented introduces Fidelity's Virtual Assistant, a sophisticated natural language search engine designed to assist users in finding information on the Fidelity.com site. This tool serves as a powerful example of the integration of artificial intelligence and finance, streamlining the user experience by employing automated processes.

Now, let's break down the key concepts mentioned in the article:

  1. Virtual Assistant (VA): Fidelity's Virtual Assistant is an automated natural language search engine. This indicates the use of advanced natural language processing (NLP) and machine learning algorithms, allowing users to interact with the platform using everyday language. VA's purpose is to help users find information on Fidelity.com efficiently.

  2. Data Security: The article emphasizes the importance of not inputting personal or account information into the virtual assistant. This is a crucial aspect of online financial platforms, highlighting Fidelity's commitment to data security and user privacy. It assures users that any information provided is not stored or reviewed for purposes other than generating search results.

  3. Accuracy Disclaimer: Fidelity explicitly states that it does not guarantee the accuracy of search results or the suitability of information provided by the virtual assistant. This disclaimer underscores the unpredictable nature of financial markets and the importance of users independently verifying information before making financial decisions.

  4. Risk Disclaimer: A fundamental concept in investment is risk, and Fidelity wisely includes a disclaimer about the inherent risks associated with investing. The statement advises users that the value of their investments may fluctuate over time, and they may gain or lose money. This aligns with standard financial disclosure practices.

  5. Legal and Tax Advice: Fidelity makes it clear that it does not provide legal or tax advice. This is a critical disclaimer, as financial decisions often have legal and tax implications. Users are encouraged to seek advice from qualified professionals such as attorneys, tax professionals, or other advisors regarding their specific legal or tax situations.

  6. Contact Information: The article includes contact details for Fidelity Brokerage Services LLC, including the company's address. This information serves as a point of reference for users who may need to reach out to Fidelity for further assistance.

In conclusion, Fidelity's Virtual Assistant is a testament to the intersection of cutting-edge technology and financial services. The article not only introduces the tool but also emphasizes key principles such as data security, risk management, and the importance of seeking professional advice in complex financial matters. This comprehensive approach reflects Fidelity's commitment to providing a secure and informed user experience.

Customer Service | Account features and management | Fidelity (2024)
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