Important Information
Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
As an expert in financial services and technology, I've had extensive experience delving into the intricacies of virtual assistants and automated search engines within the context of the finance industry. My background includes a comprehensive understanding of how these tools operate, their functionalities, and the nuances associated with utilizing them for information retrieval.
Now, let's dissect the provided information about Fidelity's Virtual Assistant and explore the underlying concepts:
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Virtual Assistant Definition:
- Fidelity's Virtual Assistant is described as an automated natural language search engine. This aligns with the broader industry trend of incorporating artificial intelligence and natural language processing into financial services for enhanced user experience.
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Purpose and Limitations:
- The primary purpose of the Virtual Assistant is to assist users in finding information on the Fidelity.com site. It explicitly states that users should avoid inputting personal or account information, emphasizing privacy and security concerns.
- Notably, the information entered is claimed not to be stored or reviewed for any purpose other than providing search results. This aligns with privacy considerations and reflects a commitment to data security.
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Accuracy Disclaimer:
- Fidelity makes it clear that, like any search engine, the accuracy of results is not guaranteed. This disclaimer underscores the importance of users critically reviewing the information provided by the Virtual Assistant and corroborating it with other sources.
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Risk Disclosure:
- The disclaimer mentions that investing involves risk, and the value of investments may fluctuate over time, resulting in potential gains or losses. This standard disclosure is a crucial component of any financial service communication, ensuring users are aware of the inherent uncertainties in the investment landscape.
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Legal and Tax Advice Disclaimer:
- Fidelity explicitly states that it does not provide legal or tax advice. Instead, it encourages users to consult appropriate professionals such as attorneys, tax professionals, or advisors for specific legal or tax situations. This reflects a commitment to transparency and compliance with regulations regarding financial advice.
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Regulatory Information:
- The disclosure includes information about Fidelity Brokerage Services LLC, stating its membership in NYSE and SIPC. This regulatory information is vital for users to assess the credibility and legitimacy of the financial services provider.
In conclusion, Fidelity's Virtual Assistant, as outlined in the provided information, is a tool designed to facilitate information retrieval on Fidelity.com while prioritizing user privacy, providing transparent disclaimers about the limitations of the service, and adhering to regulatory standards in the financial industry.
