How to Close a Fidelity Go Account: A Step-by-Step Guide

Managing your investments is all about making choices that align with your financial goals. If you've decided it's time to close your Fidelity Go account, here’s a straightforward guide to help you do so.

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Step 1: Confirm Your Decision

Before proceeding, consider your reasons for closing the account. Are you transitioning to another investment platform, like alphaAI's smarter and more responsive AI-driven portfolios? Ensure you have a clear plan for the funds you'll withdraw or transfer.

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Step 2: Access Your Fidelity Account

1. Log In: Visit Fidelity's website and log in to your account using your credentials.
2. Navigate to Your Fidelity Go Account: Locate the account you wish to close in your portfolio summary.

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Step 3: Liquidate Your Investments

Fidelity Go accounts are managed portfolios, meaning they hold various investments like ETFs. To close the account, you’ll first need to sell these investments:

1. Select "Sell Investments": Look for an option to liquidate or sell your portfolio holdings. This action converts your investments into cash.
2. Review Potential Tax Implications: Selling investments may result in capital gains taxes. Check your portfolio performance and consider consulting a tax advisor.

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Step 4: Withdraw Funds

Once your investments have been sold:

1. Initiate a Withdrawal: Choose how you'd like to receive your funds—via direct deposit or check.
2. Verify Account Details: Ensure your bank account information is accurate to avoid delays.

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Step 5: Close the Account

After withdrawing the funds:

1. Contact Fidelity Support: Closing a Fidelity Go account requires contacting their customer service team. You can reach them via:some text
   1. Phone: 1-800-343-3548
   2. Online Chat: Available through their website
2. Request Closure: Let the representative know you’d like to close your Fidelity Go account. They may ask for additional verification or documentation.

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Step 6: Keep Records

After closing the account:

• Save Confirmation Details: Retain any emails or documentation confirming the account closure.
• Download Statements: Download past account statements for your records, as access may be limited once the account is closed.

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Transitioning to a New Platform?

If you’re exploring alternatives, consider alphaAI for its innovative AI-powered portfolio management. Unlike traditional robo-advisors, alphaAI dynamically adjusts to market conditions, offering tailored solutions for every investor type. With automated risk management and customization options, alphaAI empowers you to stay ahead of market fluctuations—effortlessly.

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Closing a Fidelity Go account is a straightforward process that ensures you have full control over your investments. With the right planning and the right tools, like those offered by alphaAI, you can align your investment strategy with your financial aspirations. 

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Ready to take your investing to the next level? Visit https://www.alphaai.capital to explore smarter, more responsive portfolio management.