| Asset class | Details |
|---|---|
U.S. Stocks |
|
Options |
|
Mutual Funds |
|
Bonds |
|
| Trades per year | Cost per Trade |
|---|---|
120+ trades/year and $25,000 in household assets or $1 million in household assets |
$8.00 |
36+ trades/year and $25,000 in household assets or $50,000 in household assets or 72+ trades/year |
$10.95 |
Standard rate available to all customers |
$19.95 |
| Trades per year | Cost per Trade plus cost per contract |
|---|---|
120+ trades/year and $25,000 in household assets or $1 million in household assets |
$8.00 +$.75/contract |
36+ trades/year and $25,000 in household assets or $50,000 in household assets or 72+ trades/year |
$10.95 +$.75/contract |
Standard rate available to all customers |
$19.95 +$.75/contract |
| Order Method | Cost per Trade |
|---|---|
Online |
No transaction fee or $75 Flat Fee |
FAST Fidelity Automated Service Telephone (FAST®) |
25% off rep-assisted rates Maximum: $187.50 Minimum: $75 |
Representative-Assisted |
0.75% of principal Maximum: $250 Minimum: $100 |
| Type of Security | Cost per Trade |
|---|---|
U.S. Treasury Auctions, incl. TIPS Auctions |
FREE |
U.S. Treasury Bills, Notes, Bonds, incl. TIPS |
FREE |
GSE (Agency Securities), secondary CDs |
$1.00 |
Municipals |
$1.00 |
Corporates (BBB- or higher), CATS/TIGRS |
$1.00 |
Minimum Balance (Cash) |
$2,500 Minimum balance required to open an account. |
Minimum Balance (Margin) |
0 |
Minimum Balance (IRA) |
$2,500 Waive the minimum by making auto contributions from your bank account. |
| Debit Balance | Effective Rate |
|---|---|
$0 - 9,999 |
8.825% |
$10,000 - 24,999 |
8.325% |
$25,000 - 49,999 |
7.825% |
$50,000 - 99,999 |
7.325% |
$100,000 - 499,999 |
6.825% |
$500,000+ |
4.000% |
| Tools | Service Features | Trade Features |
|---|---|---|
|
|
|
Mutual Fund Low Balance Fee |
$12 per year |
Send a Wire |
$15 per transaction |
Voluntary Reorganizations |
$38 per transaction |
Checkwriting |
$15 per returned check or stop-payment |
Late Settlement |
$15 per transaction |
Transfer Limited Partnership Positions |
$75 per partnership |
Transfer and Ship Certificates |
$100 per certificate |
Manual Check |
$10.00 |
Cashier’s Check |
$20.00 |
| Contact Information | |||
|---|---|---|---|
| Mailing Address | Headquarters: 82 Devonshire St. Boston, MA 02109 New accounts: Fidelity Investments P.O. Box 770001 Cincinnati, OH 45277-0001 |
Phone Phone Hours |
800-FIDELITY 800-353-4881 365 days a year, 7 days a week, 24 hours a day |
| Website | www.fidelity.com |
Fax | |
| Fidelity Investments Reviews (25) |
|---|
Nice site and convenient locations
Have used Fidelity for years and right now I have all my IRA in Fidelity. It has pretty friendly interface for stock trades and mutual fund purchase. One feature I like most is that you can set the...more
|
A Broker You Can Grow With
I started with Fidelity with just an IRA 8 years ago. Now I'm a fairly active trader. As I've added accounts and become a more sophisticated investor, Fidelity has had everything I've needed. Now I...more
|
Barely Adequate
Fidelity is a great company, with lots of good products. However, their regular investment management tools (not the Active Trader offering) are behind the times and, at this point, inadequate to the...more
|
