Fidelity Go Automated and simplified investing platforms

Broker Review

Fidelity Go

Established in 2016, Fidelity Go is Fidelity’s entry-level robo-adviser built mainly from proprietary mutual funds. Ownership or founding is associated with Fidelity Investments, which also shapes the product’s technology and distribution. It should be evaluated on the precise legal entity serving the customer, not only the consumer brand. The company is privately held or not separately listed, so no public market capitalization is available.

Strengths

  • Is Fidelity’s entry-level robo-adviser built mainly from proprietary mutual funds

Drawbacks

  • At Fidelity Go, customers surrender security selection and may incur advisory, fund, tax or cash-allocation costs that are not obvious from the headline fee

Profile

What you can trade

Fidelity Go invests through its own model universe of ETFs or funds and performs allocation and rebalancing for the customer; this managed account is not designed for security-by-security trading.

Account types

Taxable individual account plus traditional, Roth and rollover IRA choices; joint or trust registrations are available only on selected programs. The registration structure reflects the fact that the service is Fidelity’s entry-level robo-adviser built mainly from proprietary mutual funds.

Platform

Fidelity Go is managed primarily through its consumer web portal and iOS/Android application; trading control is intentionally simpler than an active-broker terminal. The resulting workflow is tailored to a business that is Fidelity’s entry-level robo-adviser built mainly from proprietary mutual funds.

Who it suits

Best suited to Fidelity Go customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.

Where it is offered

Fidelity Go is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.

Regulation and sources

Official website: https://fidelity.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.

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