Last updated: 14:49 / Wednesday, 3 August 2016
For "Digital First" Investors

Fidelity Launches Fidelity Go

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Fidelity Launches Fidelity Go
  • Designed for investors seeking a trusted team to manage their money through a simple and efficient digital experience
  • It is a 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 cost that is among the lowest in the industry

Fidelity Investments has announced the national launch of Fidelity Go, an advisory solution designed for investors seeking a trusted team to manage their money through a simple and efficient digital experience.

The platform 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 cost that is among the lowest in the industry.

"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 year," 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."

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 back from 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.

 

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