Fidelity

Fidelity

Fidelity Investments
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About

Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes.

About

From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Individual investors who want an AI-powered wealth management and financial planning platform that delivers personalized strategy, real-time advice, and institutional-grade portfolio guidance

Audience

Businesses searching for an Online Broker and Trading platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 4.3 / 5
features 4.0 / 5
design 4.3 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It is nice to quickly log into my Fidelity app and see how my money is either growing or decreasing. I also feel like the platform is very secure and my information won't get leaked out.
  • I chose Fidelity to be where I have retirement account and it has truly been such a great decision! Their support team is incredible, they really care about their customers.
  • I have a 401k account for my wife with Fidelity and it is amazing! The research data provided is amazing and the app is really easy to use. The no fee stock transaction is a plus!

Cons

  • A lot of the features look and feel old fashioned. There really isn't an easy way to find your information, you just have to be willing to take time to click on lots of different links.
  • Sometimes they can spam your email with to many updates or options, but i keep the notifications on incase something goes on with my account.
  • The only thing I don’t like about Fidelity is that they do not let you purchase any stock with share price lower than $1. It is s little bit annoying, but Fidelity is for not for amateurs, so I get it.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Autonomous
Founded: 2025
United States
becomeautonomous.com

Company Information

Fidelity Investments
Founded: 1946
United States
www.fidelity.com

Alternatives

Alternatives

ProTracker RMD

ProTracker RMD

ProTracker Software, Inc.

Categories

AI Tools Supported
Personal Finance Supported

Categories

Integrations

Akoya Not Supported
Caddi Not Supported
Coin Metrics Not Supported
Diversiview Not Supported
Dividend.watch Not Supported
Financial Tech Wiz Trading Journal Not Supported
Fintech Sandbox Not Supported
FirstClose Not Supported
Kinfo Not Supported
Nitrogen Not Supported
Obol Not Supported
ProTracker Advantage Not Supported
Provisian Not Supported
RightCapital Not Supported
Taiki Not Supported
The Dividend Tracker Not Supported
TradeZella Not Supported
TradersPost Not Supported
TradingDiary Pro Not Supported
isolved Not Supported

Integrations

Akoya Supported
Caddi Supported
Coin Metrics Supported
Diversiview Supported
Dividend.watch Supported
Financial Tech Wiz Trading Journal Supported
Fintech Sandbox Supported
FirstClose Supported
Kinfo Supported
Nitrogen Supported
Obol Supported
ProTracker Advantage Supported
Provisian Supported
RightCapital Supported
Taiki Supported
The Dividend Tracker Supported
TradeZella Supported
TradersPost Supported
TradingDiary Pro Supported
isolved Supported
Claim Autonomous and update features and information
Claim Autonomous and update features and information
Claim Fidelity and update features and information
Claim Fidelity and update features and information