12. Effective as of November 16, 2020. For example, Vanguard charges lower commissions to investors who keep larger balances in Vanguard … (Separate multiple email addresses with commas). The margin rate you pay depends on your outstanding margin balance - the higher your balance, the lower the margin rate you are charged. Fidelity doesn’t do that. Fidelity vs. Charles Schwab: Fees. Information that you input is not stored or reviewed for any purpose other than to provide search results. Fidelity offers over 10,000 mutual funds, many of which carry no load and no transaction fee. There’s no fee if you want to transfer out of your Vanguard account. Copyright 1998-2021 FMR LLC. plus $0.65 per contract on options, $1 per bond or CD in secondary trading and free for US Treasuries traded online4 Here's how the two compare on trading costs for stocks, options, ETFs, and mutual funds. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Fidelity and Vanguard's discount brokerage services make buying and selling investments easy and inexpensive. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). 7. Fidelity does not charge annual fee for regular brokerage individual or joint taxable accounts. To qualify for the reimbursement, the fees from the customer’s former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least £10,000 through Fidelity Personal Investing. Certain complex options strategies carry additional risk. All rights are reserved. Fidelity’s fee structure for the BrokerageLink account is extremely simple. The minimum initial investment is $50,000, and the fee ranges between 0.60% and 1.70%, based on the size of your account. Minimum to open most Fidelity accounts is somewhat high $2,500. Account Minimums. Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. A brokerage account comes with no annual fee or minimum deposit amount. Options trading entails significant risk and is not appropriate for all investors. The offering broker, which may be our affiliate, National Financial Services LLC, may separately mark up or mark down the price of the security and may realize a trading profit or loss on the transaction. between you and FBS (or your financial professional). Other conditions may apply; see Fidelity.com/commissions for details. With an industry-leading delivery on value, nothing is standing between you and your money. There is no annual fee. If you've decided to close a brokerage account at Fidelity, hopefully it's because you have too many accounts open, or you have found a different broker, and not because you have given up on the world of investing. The broker does not assess any fees for inactivity, and there is no minimum balance requirement. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. - Brokerage Account - Tested account: Standard brokerage account. Call us, chat with an investment professional, or visit an Investor Center. 10. We may be compensated by the businesses we review. Mutual funds are the same $49.99. Read what customers have to say about their retirement experiences with us. † On balances under $10K It is a violation of law in some jurisdictions to falsely identify yourself in an email. To be eligible for the Fidelity Personalized Planning & Advice program you must invest and maintain a minimum of $25,000, in the aggregate, in one or more of your program accounts. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. Fidelity, Fidelity Investments, the Fidelity Investments and pyramid design logo, and Fidelity Go are registered trademarks of FMR LLC. Fidelity commissioned Corporate Insight to study bond pricing, available online, for self-directed retail investors from three brokers (Merrill Lynch, Morgan Stanley, and Wells Fargo) that offer corporate and municipal bonds for comparison to Fidelity’s standard online pricing. The fee … Fidelity Inactivity and Maintenance Fee Comparison does not reflect fees associated with trading, or otherwise transacting in an account. 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. The bottom line: Fidelity offers $0 trading commissions, a selection of more than 3,400 no-transaction-fee mutual funds and top-notch research tools and trading platform. 0.20%–1.04%8,12 0.50%8 We read through Fidelity's fee list and found a few fees that are worthy of some additional discussion. ETFs are subject to management fees and other expenses. 5. Commissions & Fees There are generally four types of fees that an online trading platform will charge: Trading Fees – Any fixed charge attached to each trade that you make. What is the minimum amount to open a margin account? 0.50%–1.50%8 You will also incur underlying expenses associated with the investment vehicles selected. All data is sourced from public websites as of 8/1/18 and subject to change. Fidelity requires no minimum account balance once you have made your initial deposit. For a regular brokerage account, Fidelity requires a minimum opening deposit of $2,500. BlackRock and iShares are registered trademarks of BlackRock Inc., and its affiliates. Data sources: Company websites. See Fidelity.com/commissions for further details. All Rights Reserved. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. Zero reasons to invest anywhere else. Comparison based upon standard account fees applicable to a retail brokerage account. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it. I have an account … Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. $01 for online US stock, ETF, and option trades. Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. $49.95 to sell if sold within 2 months, $0 otherwise, stocks, bonds, mutual funds, options, commercial paper, UITs, ETFs, $2,500 ($0 for Rollover IRA; $2,500 or $200 per month for ROTH and Traditional IRA), Fidelity outbound full account transfer (ACAT) fee, Fidelity outbound partial account transfer fee, Fidelity Cash Management Account ATM bank surcharge, Depository Foreign Trust Company (DTC) foreign settlement fee. The ACAT fee can be as high as $125. The subject line of the email you send will be "Fidelity.com: ". IRA Fees at Fidelity An IRA at Fidelity comes with no special fees. Account transfer fee is charged when an account transfer from one brokerage firm to another is initiated by an investor. There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. Please visit each firm’s respective website to review all fees applicable to establishing, maintaining and trading in an account. 8. Investing involves risk, including risk of loss. Fidelity now offers the Fidelity ZERO Extended Market Index Fund (FZIPX), Fidelity ZERO Large Cap Index Fund (FNILX), Fidelity ZERO Total Market Index Fund (FZROX), and Fidelity ZERO International Index Fund (FZILX) available to individual retail investors who purchase their shares through a Fidelity brokerage account. There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. Fidelity’s brokerage branch handles of $443 billion in assets, as of 2010. General eligibility: There are no monthly account charges. Account Fee There is no annual fee for the BrokerageLink account. Bank account information to fund the account. There isn’t a low-balance, closeout, or maintenance fee of any kind. By using this service, you agree to input your real email address and only send it to people you know. Supporting documentation for any claims, if applicable, will be furnished upon request. Other fees and expenses applicable to continued investment are described in the fund’s current prospectus. Account Service Fee and Transfer Out Fees. To trade mutual funds, a $2,500 minimum deposit is needed, and for margin trading a $5,000 minimum deposit is required. Let’s take a look at a basic price summary, so you can anticipate what you’re likely to spend while trading. FBS is a registered broker-dealer with the U.S. Securities and Exchange Commission. We also compared Fidelity's fees with those of two similar brokers we selected, ... All investment retail accounts have joint and individual options, except for the Fidelity Account for Business. 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