Fidelity Go account question

Summary of User’s Concern and Solutions Offered:

  • The user is worried about inaccurately reporting their fluctuating income when setting up a Fidelity Go account.
  • Fidelity Heather suggested that the user contact the Fidelity Go team for assistance with the account application and any income-related questions.
  • The Fidelity Go team is available Monday through Friday from 8:00 a.m. to 8:00 p.m. ET to provide support.
Here’s the full thread
Jman02
01/10/2024 at 15:03:31 PST
Hello, I’ve been thinking about setting one of these up and when it asks for my income I’m afraid that the number I put in won’t be 100% accurate. Is it alright to make a guesstimate of my income?
FidelityHeather
01/10/2024 at 17:01:24 PST
Hello, @Jman02 . Thanks for stopping by. We appreciate your interest in opening a Fidelity Go account! Our Fidelity Go accounts invest your money for you through a robo advisor. Once the account has a balance of $10 or more, deposits will be invested within 10 business days in the investment strategy you selected when opening the account. The Fidelity Go account rebalances investments, meaning it periodically goes through the process of buying and selling investments to help keep a portfolio in line with an investment strategy; which means you won’t need to do any trading on your own. Fidelity Go: https://www.fidelity.com/managed-accounts/fidelity-go/go-overview With that being said, you can reach out to our Fidelity Go team for assistance with opening the account. The team is available Monday through Friday from 8:00 a.m. – 8:00 p.m. ET. They will be happy to help out, as well as answer any additional questions you have. Fidelity Contact Information: https://www.fidelity.com/customer-service/contact-us Feel free to let us know if we can help with anything else. 🟢
Jman02
01/10/2024 at 18:05:38 PST
I asked that I was worried about not putting in the right number for my income. the image is what I was talking about. I’m worried that I might not enter the accurate income amount since my income fluctuates week to week and whether or not that could hurt me. Image
FidelityHeather
01/11/2024 at 11:43:04 PST
Thanks for following up with us, @Jman02. We appreciate the clarification. Ultimately, our Fidelity Go team can assist with any further questions regarding the account application. We suggest getting in touch with them for further assistance. They will be happy to help. If there’s anything else we can help with as well, just let us know. 🟢

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