Notwithstanding, you should not provide the Virtual Assistant with credit or debit card information or protected health information. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. Any personal, account or other information you provide to the Virtual Assistant, as well as all search information entered, may be retained, accessible to Fidelity personnel, and used and shared consistent with Fidelity’s Privacy Policy. The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Do not attempt to place trade orders through the Virtual Assistant it can provide you with guidance as to how to place a trade at Fidelity, but the Virtual Assistant cannot execute trades on your behalf. While it may offer educational information, it does not have the capability to discern what investment choices would be suitable for your personal situation. ![]() The Virtual Assistant is not designed to recommend the purchase or sale of specific securities or digital assets. Fidelity does not guarantee accuracy of the Virtual Assistant’s responses or alignment of its suggestions with your intended purpose. ![]() It is designed to be both anticipatory and responsive based on your search terms, information you enter in reply to the Virtual Assistant’s questions, and your account and other information on file with Fidelity. * Fidelity’s Virtual Assistant uses advanced technology and artificial intelligence to help with frequently asked questions and to enhance your digital experience.
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