Nino vs Fidelity

Choose Nino for a proactive AI assistant you can ask about your money as questions come up, with pricing based on your plan rather than your portfolio balance. Add a CPA and financial planner team to build your financial plan, optimize taxes, and handle filing. Fidelity’s advice programs vary; Nino brings software and coordinated tax and planning services together.

Yes. Connect supported Fidelity accounts without transferring your investments. Nino uses your financial information to help you plan and answer questions, while your brokerage continues holding assets and executing trades. That means you can choose Nino for planning and taxes without starting over with your investment accounts.

Yes. Nino can help you understand your stock’s role in your finances and estimate taxes on eligible sales or equity transactions using your account and tax records. The estimates show their assumptions and tax coverage. Add human services when you want a CPA and financial planner to recommend a strategy and help carry it out.

A CPA and financial planner team builds your financial plan, looks for ways to optimize your taxes, prepares and files your returns, and helps put the plan into action. Ultra software is included. It is a practical choice when you want the people handling your taxes involved in your broader financial decisions.

Yes. Software starts at $20/month, with a 7-day free trial and no credit card required. Connect accounts, ask a money question, or try a retirement forecast before choosing human help. Software and services start at $3,600/year and include Ultra software plus a CPA and financial planner team.