Someone asks:
Is there a way to make an automatic rebalance of stock portfolio on Fidelity?
Answers:
Glenn M:
Fidelity brokerage account, you won’t get these features. But you can get automatic rebalancing with Fidelity Go. That’s a nice plus if you’re leaning toward a robo-advisor to manage your portfolio. Rebalancing is automatic and there are no extra fees to use this service with Fidelity Go.
William H:
I did an auto-chat on my Fidelity account a few months ago and the automated reply I received said I needed to add Fidelity Go to my account and there is no fee. This is for existing accounts. I haven’t added the feature so cannot confirm the reply is accurate.
David J:
How do you define “rebalancing”? Is it adding more shares into certain underweight stocks to balance the portfolio? Or selling overweighed stocks to shift to underweighting stocks?
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