Fidelity

www.fidelity.com
Mailing Address Fidelity Investments
P.O. Box 770001
Cincinnati, OH 45277-0001
Phone Number 1-800-FIDELITY
Telephone Hours 24/7/365
Customer ContactN/A

Commission Schedule

Online Stock Trades Market/Limit Orders as low as $7.95
Details
Touchtone Phone Market/Limit Orders as low as $12.95
Details
Broker Assisted Market/Limit Orders as low as $32.95
Details

Rate Schedule

Money Market RatesClick here for more information

Rate Schedule - Margin Rates

Net Balance Rate
Under $25,000Click here for current rates
$25,000 - $49,999Click here for current rates
$50,000 - $99,999Click here for current rates
$100,000 - $249,999Click here for current rates
$250,000 - $999,999Click here for current rates
over $999,999Click here for current rates

Perks

Online BankingNo
Mobile TradingYes
Global Trading on Foreign ExchangesYes
OptionsYes
Mutual FundsYes
Dividend Reinvestment Yes
Local OfficesYes
Broker Assisted Trades Yes

Special Deals

Account Minimum Information

Brokerage Cash Account $2,500
Brokerage Margin Account $5,000
Retirement$2,500

Transfer Fees

Account Transfer FeesNone

Wire Fees

Wire Out FeesFed wires may apply

Certificate Fees

Certificate FeeN/A

Maintenance Fees

RegularNone
IRANone

Extras

Real-time QuotesYes
AlertsYes
Access to IPOsYes
Online BankingNo
Dividend ReinvestmentYes
Mutual Funds Yes
Canadian StocksYes
Foreign StocksYes
BondsYes
Options Yes
Bulletin Board StocksYes
- Excludes SEP-IRAs, SIMPLE-IRAs, Self-Employed 401(k)s, BDAs, Keoghs, Non-Prototype Retirement Accounts and HSAs.
- Minimum equity account balance requirement. Margin trading involves risk and is not suitable for all investors. Assess your financial circumstances and risk tolerance prior to trading on margin. Margin credit is extended by National Financial Services, Member NYSE, SIPC.
- Minimum account balance waived for monthly contributions of at least $200 per month (does not apply to SEP-IRA or SIMPLE IRA accounts).
- Applies to Brokerage accounts only.
- The IRA Brokerage account fee has been eliminated (except for SIMPLE IRAs). Fund expenses and brokerage commission fees still apply. Depending on your situation, fees may include low-balance fees, short-term trading fees, and account closing fees.
- May be subject to eligibility restrictions

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