Fidelity Go Roth IRA
Summary:
- The user is unsure about the services available for a Roth IRA with Fidelity Go if the account balance is less than $25,000.
- Fidelity Go invests the user’s money through a robo-advisor once the account balance is $10 or more.
- Investments are made within 10 business days based on the selected investment strategy and the account is periodically rebalanced.
- Accounts with over $25,000 receive additional features, including access to the Personalized Planning & Advice coaching team.
Here’s the full thread
Hi. If I invest my Roth IRA using fidelity go and it’s less than 25k, what kind of service I’m getting?
I saw on their site that after 25k you can get advisor and get charged 0.35% a year but I can’t find information for account with less than 25k.
Thanks for reaching out to us @Wherearethefoods!
Fidelity Go account invests 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.
If you have over $25,000 in a Fidelity Go account, you get additional features, such as access to the Personalized Planning & Advice coaching team, but the main functions of Fidelity Go remain the same.
You can learn more here: https://www.fidelity.com/managed-accounts/fidelity-go/overview
Let us know if you have any additional questions. 🟢