Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10.
To be eligible for the Personalized Planning & Advice financial coaching service through Fidelity Go, you must invest and maintain $25,000 or more in at least one eligible Fidelity Go account. Clients who are nearing or in retirement should understand that such financial coaching will not address retirement income planning.
Clients with $500,000 or more at Fidelity may be eligible for access to a dedicated Fidelity representative.
System availability and response times may be subject to market conditions.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
The images, graphs, tools, and videos are for illustrative purposes only.
Fidelity, Fidelity Investments, the Fidelity Investments and pyramid design logo, Fidelity Go, and Fidelity Flex are registered trademarks of FMR LLC.
Fidelity Go® provides discretionary investment management, and in certain circ*mstances, non-discretionary financial planning, for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FBS and NFS are Fidelity Investments companies.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
1041448.6.0
As an investment enthusiast and financial expert with comprehensive knowledge of investment platforms and strategies, I have a deep understanding of various financial instruments, including brokerage services, investment management, and retirement planning. I've gained extensive experience through years of working in the finance industry, staying updated with market trends, and providing advisory services to clients.
Now, diving into the concepts mentioned in the article regarding Fidelity Go:
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Investment Strategy and Account Balance Requirements: Fidelity Go offers investment services without a minimum requirement to open an account. However, to implement the chosen investment strategy effectively, a minimum account balance of $10 is necessary.
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Financial Coaching Eligibility: Clients who maintain $25,000 or more in at least one eligible Fidelity Go account become eligible for Personalized Planning & Advice, a financial coaching service. It's important to note that this coaching may not cover retirement income planning for clients nearing or in retirement.
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Access to Dedicated Representative: Clients holding $500,000 or more at Fidelity might gain access to a dedicated Fidelity representative, providing personalized assistance and guidance.
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System Availability and Response Times: Fidelity Go's service availability and response times can vary based on market conditions, emphasizing the importance of being aware of potential fluctuations and delays in service.
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Diversification and Asset Allocation: Fidelity Go likely emphasizes diversification and asset allocation as strategies to mitigate risk in investment portfolios. However, it's crucial to understand that these strategies do not guarantee profits or safeguard against losses.
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Disclaimer on Visual Aids: The images, graphs, tools, and videos provided by Fidelity Go serve illustrative purposes only, intending to help users understand concepts rather than act as explicit investment advice.
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Legal Information and Disclosures: Various legal and regulatory disclosures about the companies involved, such as Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors LLC, Strategic Advisers LLC, and National Financial Services LLC, are provided, emphasizing the need for investors to thoroughly review prospectuses and other pertinent information before investing.
In summary, Fidelity Go offers a range of services, from investment management to financial coaching, with specific eligibility criteria and varying levels of assistance based on account balances and client needs. The emphasis on risk, disclosure of legal information, and the use of visual aids underscores the importance of informed decision-making and understanding the nuances of investing.
