Fidelity Brokerage Account from Fidelity Investments (2024)

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$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee that applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Institutional® are subject to different commission schedules.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Fidelity Brokerage Services receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for Fidelity Brokerage Services to encourage the purchase of certain ETFs. Additional information about the sources, amounts, and terms of compensation is in the ETFs prospectus and related documents. Please note that this security will note be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.

Optional investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management provided by its affiliate, Strategic Advisers LLC, a registered investment adviser. These services are provided for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

1.

A Fidelity brokerage account is required for access to research reports.

2.

9.25% rate available for debit balances over $1,000,000. Fidelity's current base margin rate, effective since 7/28/2023, is 12.325%.

System availability and response times may be subject to market conditions.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.

In order to short sell at Fidelity, you must have a margin account.Short selling and margin trading entail greater risk, including, but not limited to, risk of unlimited losses and incurrence of margin interest debt, and are not suitable for all investors. Please assess your financial circ*mstances and risk tolerance before short selling or trading on margin. Margin trading is extended by National Financial Services, Member NYSE, SIPC, a Fidelity Investments company.

For iShares® ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares®ETFs and inclusion of iShares®funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares®are registered trademarks of BlackRock Inc., and its affiliates.

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Fidelity Brokerage Account from Fidelity Investments (2024)

FAQs

Is Fidelity brokerage the same as Fidelity Investments? ›

Brokerage services provided by Fidelity Brokerage Services LLC, a Fidelity Investments company and a member of NYSE and SIPC. Custody and other services provided by National Financial Services LLC, a Fidelity Investments company and Member of NYSE and SIPC.

Is my Fidelity account a brokerage account? ›

The Fidelity Account. This full-featured, low-cost brokerage account can meet your needs as you grow as an investor.

Do you have to pay for a Fidelity brokerage account? ›

With no account fees and no minimums to open a retail brokerage account, including IRAs. Get detailed pricing and learn more about how we compare to others on service, security, and more . account.

Can I withdraw from Fidelity to a brokerage account? ›

The minimum amount for a brokerage account transfer is $10. The maximum transfer into your Fidelity brokerage account is $100,000. The minimum amount for a Portfolio Advisory ServicesSM (PAS) account transfer is $250. You cannot request to withdraw more than 25% of your Portfolio Advisory Services account's net worth.

What is the difference between a brokerage account and an investment account? ›

A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs.

How much does it cost to have a brokerage account with Fidelity? ›

(Fidelity charges $0 account fees and has no minimums for opening or maintaining a brokerage account.)

Can you have 2 Fidelity accounts? ›

Already have a Fidelity® Cash Management Account for your personal finances? You can open as many accounts as you like. An additional account may be a good option to keep your business and personal finances separate.

How long does it take to open a Fidelity brokerage account? ›

Here's what you need to know about account opening, if you want to start investing with Fidelity: Account opening at Fidelity is user-friendly and it takes 1-3 days. You will need to prove your identity and residency with documents.

How do I know what type of account I have on Fidelity? ›

The Summary tab provides an overview of your Fidelity personal investing accounts, your workplace savings accounts, and, if you choose to view them on the Summary tab, the Fidelity accounts you've been authorized to view.

What is the downside to Fidelity? ›

In most situations, you will find what you need at Fidelity. There are a few downsides. Fidelity does not offer cryptocurrency investing. The company is also missing some features found on other investment platforms, like futures trading and paper trading, where you can practice trading.

What is the minimum balance for Fidelity brokerage account? ›

Fidelity at a glance
Account minimum$0.
Options trades$0.65 per contract.
Account fees (annual, transfer, closing, inactivity)None.
Interest rate on uninvested cash4.97%.
Number of no-transaction-fee mutual fundsMore than 3,300 no-transaction-fee mutual funds.
6 more rows
Jan 2, 2024

What are the benefits of Fidelity brokerage account? ›

The Fidelity advantage: A clear choice
  • The Fidelity advantage.
  • Planning & advice.
  • Trading.
  • Straightforward pricing.
  • Insights & tools.
  • Security & protection.

How often I can withdraw from Fidelity brokerage account? ›

For brokerage IRAs, only one withdrawal per day may be processed. For eligible mutual fund IRAs, you may have more than one withdrawal request processed at a time, provided the withdrawals are from different mutual funds.

How much can you withdraw from Fidelity brokerage account? ›

The maximum amount per day is $100,000 for withdrawals, and $250,000 for deposits.

What is the best brokerage account? ›

Best Online Brokerage Accounts and Trading Platforms of 2024
  • Best Overall: Fidelity.
  • Best for Low Costs: Fidelity.
  • Best for Beginners: Charles Schwab.
  • Best for Advanced Traders: Interactive Brokers.
  • Best for ETFs: Fidelity.
  • Best for Options Trading: tastytrade.
  • Best for International Trading: Interactive Brokers.

What is Fidelity Investments also known as? ›

Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.

What is the full name of Fidelity brokerage? ›

FIDELITY BROKERAGE SERVICES LLC, FIDELITY BROKERAGE SERVICES, LLC, FIDELITY BROKERAGE SERVICES, INC.

What does Fidelity brokerage services do? ›

Fidelity Brokerage Services LLC provides financial brokerage services. The Company specializes in buying and selling securities such as stocks, bonds, and mutual funds. Fidelity Brokerage Services serves clients in the United States.

Are Fidelity brokerage accounts safe? ›

All Fidelity brokerage accounts are automatically protected by the SIPC.

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