Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).
IMPORTANT: The projections or other information generated by Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
The Fidelity Retirement Score is a hypothetical illustration and does not represent your individual situation or the investment results of any particular investment or investment strategy, and is not a guarantee of future results. Your score does not consider the composition of current savings and other factors.
Advice refers to investment management services offered within our professionally managed accounts.
Minimum concessions of $19.95 apply if traded with a Fidelity representative. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Fixed income trading requires a Fidelity brokerage account with a minimum opening balance of $2,500. Rates are for U.S. dollar–denominated bonds; additional fees and minimums apply for non-dollar bond trades. Other conditions may apply; see Fidelity.com/commissions for details. Please note that concessions may affect the total cost of the transaction and the total, or "effective," yield of your investment. 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.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive, long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation is described in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc., and its affiliates.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Guidance provided is educational.
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read . Supporting documentation for any claims, if applicable, will be furnished upon request.
Barron's, March 2009–2016. Industry review of leading online brokers: 25 in 2009, 22 from 2009 to 2011, 27 in 2012, 24 in 2013, 20 in 2014, 18 in 2015, and 16 in 2016. Fidelity was ranked Best Online Broker for long-term investing and fifth overall in 2009, sixth overall in 2010 and 2011, eleventh overall in 2012, ninth overall in 2013 and 2014, fifth overall in 2015, and first place overall in 2016. Overall ranking based on unweighted ratings in the following categories: trading technology; usability; mobile; range of offerings; research amenities; portfolio analysis and reports; customer service, education, and security; and costs.
Kiplinger’s magazine, August 2016. Online Broker Survey. Fidelity was ranked No. 1 overall out of seven online brokers. Results based on ratings in the following categories: Commissions and Fees, Breadth of Investment Choices, Tools, Research, Ease of Use, Mobile, and Advisory.
Investor’s Business Daily (IBD), January 2015 and 2016 Best Online Brokers Special Reports. January 2015: Fidelity ranked in the top five in 9 out of 11 categories—more than any other competitor. Fidelity was named first in Research Tools, Investment Research, Portfolio Analysis and Reports, and Educational Resources. January 2016: Fidelity ranked in the top five in 10 out of 12 categories. Fidelity was named first in Trade Reliability, Research Tools, Investment Research, Portfolio Analysis and Reports, and Educational Resources. Results for both reports were based on having the highest Customer Experience Index within the categories composing the surveys, as scored by more than 9,000 visitors to the IBD website.
February 16, 2016: Fidelity was ranked No. 1 overall out of 13 online brokers evaluated in the StockBrokers.com 2016 Online Broker Review. Fidelity was also rated No. 1 in several categories, including Order Execution, International Trading, and Email Support, and named Best in Class for Offering of Investments, Research, Customer Service, Investor Education, Mobile Trading, Banking, Order Execution, Active Trading, Options Trading, and New Investors. Read the full article.
There is an Options Regulatory Fee from $0.04 to $0.06 per contract, which applies to both option buy and sell transactions. The fee is subject to change.
System availability and response times may be subject to market conditions.
Ratings based on 1,131 reviews for Brokerage Account, 886 reviews for Rollover IRA Account and 1,186 reviews for Cash Management Account, 12/21/16.
The initial customer ratings and reviews for this product (those dated before 12/21/2016) were provided to Fidelity through an email solicitation for feedback on the product. All ratings and reviews are provided to Fidelity on a voluntary basis and are screened in accordance with the guidelines set forth in our . For additional information on which ratings and reviews may be posted, please refer to our Customer Ratings and Reviews Terms of Use. Featured reviews have been selected based on subjective criteria and have been reviewed by Fidelity Investments. The average rating is determined by calculating the mathematical average of all ratings that are approved for posting per the Customer Ratings and Reviews Terms of Use, and does not include any ratings that did not meet the guidelines and were therefore not posted). Ratings and reviews are added continuously to the Web site (after a delay for screening against guidelines), and average ratings are updated dynamically as reviews are added or removed.
The ratings and experiences of customers may not be representative of the experiences of all customers or investors and are not indicative of future success. The accuracy of information included in the customer ratings and reviews cannot be guaranteed by Fidelity Investments. Customers who post ratings may be responsible for disclosing whether they have a financial interest or conflict in submitting a rating or review.
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