Customized planning, advice, and investment management, led by a dedicated advisor.Investing isn't one size fits all Find the account or investment type that's right for your personal financial goals. Accounts for investing Brokerage accounts Our brokerage account gives you access to stocks, options...
Find an advisor near you Meet with a dedicated advisor who can help you build a flexible plan to fix your needs. Find an advisor Explore Fidelity’s Learning Center Read articles and watch videos about a range of helpful topics. Explore topics ...
Fidelity’s robo-advisor, Fidelity Go, is free for accounts below $10,000, while there is a $3 monthly fee for $10,000-$49,000 accounts. It’s great for low-cost investment management. Also, if you already have an account with Fidelity, you can manage it through Fidelity Go. The ...
It seems like every time we call they give us the name of a different advisor and no-one seems to know who we are what they are managing! This is probably the last straw for us. Shared Phrases: social security number 10 Jan Posted by JoeNYC 1/10/23 12:17PM I got ...
She also told me I don't have to have the funds distributed within 5 years--you can imagine my hesitancy of believing her over an estate attorney and financial advisor given the conversation so far, and also being told differently by your own company during a previous call. So, your ...
We've had the same dedicated advisor with Fidelity for a number years. They actually done a good job communicating with us when opportunities have come up for further investments. See less Score by category Amount of fees 4 / 5 Level of customer service 4 / 5 Diversity of opti...
There are a number of Fidelity Investments account options on the platform. These are: Taxable brokerage accounts Managed accounts 529 college savings plans Fidelity Go robo-advisor Traditional IRAs Roth IRAs Roth IRA accounts for kids Rolover IRAs ...
24/7 customer service Offers a large number of assets Cons The platform can be overwhelming for beginners The fee for the robo-advisor can be high No tax loss harvesting Frequently Asked Questions Investing online can be convenient, but for many investors, it can be intimidating not working wit...
Accessible and knowledgeable customer service: Round-the-clock live customer service, specialized trading and fixed income customer service, and branch financial advisor access give customers quality help, seven days per week.4 Extensive research and screeners: The breadth of third-party reports, along...
Comparatively speaking, customer service at Fidelity and Robinhood is vastly different. Since there is no telephone number, you cannot call Robinhood for assistance. However, you can enter your own phone number for a callback. The Robinhood callback feature is available 24/7. Additionally, Robinhoo...