The Fidelity Account®

For your general investing purposes, an option to consider is the Fidelity Account^®. The Fidelity Account can be used for personal investing, investing on behalf of a trust/estate, or investing on behalf of a business.

The Fidelity Account Summary

The Fidelity Account provides a low cost way to invest in a wide variety of securities:

A broad range of investment choices, including stocks, ETFs, bonds, options, and over 10,000 funds from Fidelity & other companies
$7.95 commission on all online U.S. equity purchases²
Among the most competitive margin rates in the industry
No annual fees

The Fidelity Account is designed to adapt perfectly to any investing style:

Trade online, by phone, or with your wireless device
World-class, virtually 24/7 support¹ - we can help with complex trades or simple account questions
Comprehensive research and tools to help you select investments, evaluate opportunities, and develop investing strategies
Our multimedia Fidelity Learning Center to help continuously improve your trading skills

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¹There is a maintenance period when some services may not be available.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

²$7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading. Supporting documentation for any claims, if applicable, will be furnished upon request.

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