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Name: signup-widget-form — POST https://www.fidelity.com/RFI/app/WidgetController

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Name: zipCodeForm — https://www.fidelity.com/branches/overview

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Fidelity Investments - Retirement Plans, Investing, Brokerage, Wealth
Management, Financial Planning and Advice, Online Trading.
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Fidelity Go® provides discretionary investment management for a fee. Advisory
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WHY INVEST WITH FIDELITY


PLANNING AND ADVICE


From complex wealth management to your retirement needs, we can help you with
financial planning.


STRAIGHTFORWARD PRICING


With no account fees, $0 commission trades, and no minimums to open an account,
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Knowing where you stand is crucial. Use this tool to see how prepared you are
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INVESTMENT ADVISORY OFFERINGS TO HELP FIT YOUR NEEDS


DIGITAL INVESTING & ADVICE

 

Get professional investment management with our low-cost robo advisor solutions,
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WEALTH MANAGEMENT

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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.*




OUR STRAIGHTFORWARD AND TRANSPARENT OFFERINGS

Value Tools & Guidance Service
 
Value

  Fidelity TD Ameritrade Schwab Vanguard ZERO expense ratio index funds† Yes No
No No Lowest published margin rates‡ 4.00% 7.50% 6.575% 4.75% In-depth research
from 20+ independent providersOpens in a new window Yes No No No


 

Tools & Guidance

  Fidelity TD Ameritrade Schwab Merrill Vanguard See how you're tracking against
your retirement goals with a tool that provides your retirement score in just 60
secondsOpens in a new window
The Fidelity Retirement ScoreSM -- -- -- Manage entry and exit trading
strategies using 10 pieces of information in 1 easy-to-use tool
Trade Armor® -- -- -- -- Access to an online service that guides you through the
estate planning process and helps you identify an attorney
Fidelity Estate PlannerSM -- -- -- -- Get a wide range of wealth planning &
management services tailored to your individual goals

Service

  Fidelity TD Ameritrade Schwab Merrill Vanguard Reps available 24/7 -- --
National branch network -- Reimbursement for unauthorized activity

Rated #1 for
Order Execution • Fractional Shares

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2020

Best Online Broker

2021



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Regulatory summary of Fidelity services (PDF)


WHATEVER YOU'RE INVESTING FOR, WE CAN HELP

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GET INSIGHTS FROM OUR EXPERTS

How much do I need to retire?
Fidelity's rule of thumb: Save 10x your income by age 67.


2 fintech trends to watch
Fintech is taking over financial services from the inside.


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See our 5 tips to make helping people in need a part of your giving plan.

See all Fidelity Viewpoints® articles



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Other Fidelity Sites:
 
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FOR INDIVIDUALS

See the following Fidelity investment websites that offer information on
workplace savings and charitable programs.

401(k) Participants & Employees of Corporations

403(b) & 457(b) Participants & Employees of Non-profits

Other Workplace Benefits (NetBenefits®)

Fidelity Charitable

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Terms of Use

$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds
(ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC
retail clients. Sell orders are subject to an activity assessment fee (from
$0.01 to $0.03 per $1,000 of principal). 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
Clearing & Custody Solutions® are subject to different commission schedules.




‡

Margin Rates: Effective since 3/18/2020, Fidelity 4.00% for balances over
$1,000,000. Effective since 3/23/2020, Schwab 6.575% for debit balances of
$250,000 to $499,999.99. Call Schwab for rates on debit balances above
$499,999.99, as its rates are not published for anything above this amount.
Effective since 3/16/2020, E*Trade 5.45% for debit balances over $1,000,000;
Effective since 3/20/2020, TD Ameritrade 7.50% for debit balances of $250,000 to
$499,999.99. Call TD Ameritrade for rates on debit balances above $499,999.99,
as its rates are not published for anything above this amount. Fidelity's
current base margin rate is 7.075%.

†

Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity
ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund
(FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to
individual retail investors who purchase their shares through a Fidelity
brokerage account.

Zero account fees and minimums are available for retail brokerage accounts only.
Expenses charged by investments, (e.g., funds and managed accounts, and certain
HSAs) and commissions, interest charges, or other expenses for transactions may
still apply. All Fidelity funds that previously required investment minimums of
$10k or less, and in stock and bond index fund classes that previously had
minimums of $100 million or less, now have zero minimums. See the fund's
prospectus and Fidelity.com/commissions for further details.

IMPORTANT: The projections or other information generated by Fidelity Retirement
Score regarding the likelihood of various investment outcomes are hypothetical
in nature, do not reflect actual investment results, and are not guarantees of
future results. Results may vary with each use and over time.


Fidelity Go® provides discretionary investment management for a fee. Advisory
services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a
registered investment adviser. 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, FBS and NFS are Fidelity Investments companies.

International and Domestic Mail Delays. Due to the COVID-19 Pandemic, postal
operators have temporarily suspended mail service to certain international
jurisdictions. Fidelity mailings to customers living in these jurisdictions will
be delayed. To help avoid potential mail delays, customers can consent to
electronic delivery or access these documents onlineLog In Required . Click here
for additional details. As of August 24, 2020, the United States Postal Service
is unable to deliver mail to the following countries (PDF) . A current listing
of mail delivery suspensions to international jurisdictions is available
hereOpens in a new window .

Investing involves risk, including risk of loss.

Before investing, consider the investment objectives, risks, charges, and
expenses of the mutual fund, exchange-traded fund, 529 plan, Attainable Savings
Plan, or annuity and its investment options. Contact Fidelity for a prospectus,
offering circular, Fact Kit, disclosure document, or, if available, a summary
prospectus containing this information. Read it carefully.

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Smithfield, RI 02917

782377.78.0
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