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Value

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‡

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
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future results. Results may vary with each use and over time.


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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 .

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Before investing, consider the investment objectives, risks, charges, and
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