Fidelity Virtual Assistant
Fidelity Investments
AI-powered investing guidance from Fidelity
Quick Answer
Fidelity's Virtual Assistant provides AI-powered investing guidance across the $12 trillion Fidelity platform. Free brokerage with no commissions. Strong retirement planning AI for 401K and IRA management. US only.
What It Does
Fidelity's AI assistant helps investors check balances and positions across investment and retirement accounts, research stocks and funds, understand retirement readiness and savings gaps, navigate 401K and IRA management, get market data and research, answer questions about Fidelity products and services, access planning tools for retirement and education savings, and navigate the comprehensive Fidelity platform.
What It Cannot Do
Fidelity's Virtual Assistant cannot provide personalized financial advice. Complex planning situations require a human advisor. The AI is better at navigating Fidelity's platform than providing independent financial guidance. Some advanced features require speaking with a Fidelity advisor.
Who Is It For
US-based investors particularly those with Fidelity 401K accounts through their employer, IRA holders, and self-directed investors who want AI assistance navigating one of the most comprehensive investment platforms available.
About Fidelity Virtual Assistant
Fidelity Investments is one of the largest financial services companies in the world with over $12 trillion in assets under administration. Its Virtual Assistant and broader AI capabilities are embedded throughout the Fidelity app and website to help customers manage their investments, retirement accounts, and financial planning. Fidelity has been particularly aggressive in applying AI to retirement planning given its dominant position in 401K administration. The platform's AI can help users understand their retirement readiness, optimize contributions, and navigate the transition from accumulation to distribution in retirement.
Pricing and Access
Standard brokerage free with no commissions on US stocks and ETFs. No minimum balance. Fidelity Go robo-advisor free under $25,000, 0.35% above. Wealth management services have minimums and fees.
Platforms
How AI Works
HybridFounded
1946
Headquarters
Boston, USA