Options trading entails significant risk and is not appropriate for all investors. Fidelity Brokerage Account Fees; Trading Fees Amount; Online Trade Fee: $4.95: Broker Assisted Trading Fee: $32.95: ETF Trade: $4.95: How much do you have to invest to open an account? 0.50%–1.50%8 There isn’t a low-balance, closeout, or maintenance fee of any kind. Most retirement plans provide a short list of investment choices across stock and bond categories along with “one stop shopping” in target date retirement funds. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). $0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Here are the rates, per transaction, of some of the competitors in their self-directed 401k. To be eligible for enhanced non-discretionary financial planning and support ("PWM Program Services"), Fidelity Private Wealth Management clients are subject to a qualification and acceptance process, and must typically invest at least $2 million, in the aggregate, in Fidelity® Wealth Services and/or Fidelity® Strategic Disciplines accounts and have investable assets of at least $10 million. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. The margin rate you pay depends on your outstanding margin balance - the higher your balance, the lower the margin rate you are charged. FBS is a registered broker-dealer with the U.S. Securities and Exchange Commission. The account service fee is $0 for all non-retirement and retirement accounts. Fidelity only charges fees on the orders placed by the investor. 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. There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. No account minimum9, Gross advisory fee: With an industry-leading delivery on value, nothing is standing between you and your money. I have an account … The ACAT fee can be as high as $125. - Cash Management Account: FDIC-insured account that is an alternative to checking. Open both a brokerage and cash management account to easily transfer your funds. See what independent third-party reviewers think of our products and services. In general, the bond market is volatile, and fixed income securities carry interest rate risk. Fidelity ACAT fee is $0 for full or partial account transfer (mutual funds, stock positions, and ETF's). ETFs are subject to market fluctuation and the risks of their underlying investments. Minimum to open most Fidelity accounts is somewhat high $2,500. $2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets13. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National … Comparison does not reflect fees associated with trading, or otherwise transacting in an account. This will typically be either a flat fee or what’s known as the “spread,” when your broker charges you based on the difference between the buying and the selling price of an asset. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. ETFs are subject to management fees and other expenses. For example, Vanguard charges lower commissions to investors who keep larger balances in Vanguard … Fidelity’s fees and account minimums are exceptionally low. A brokerage account comes with no annual fee or minimum deposit amount. Fidelity requires no minimum account balance once you have made your initial deposit. A fee of $100 to $200 per year is quite common. Please consult your Fidelity account agreement for the terms and conditions that govern your relationship with us. The. Important legal information about the email you will be sending. The fee … Other conditions may apply; see Fidelity.com/commissions for details. Account transfer fee is charged when an account transfer from one brokerage firm to another is initiated by an investor. Depending on your needs, Fidelity and Vanguard could be fine brokerages for long-term investors. $0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. There is no setup charge, nor is there an annual fee. Offering the industry's first Zero expense ratio index mutual funds offered directly to investors.3, With no account fees and no minimums to open a retail brokerage account, including IRAs.2, $0 per stock or options trade Open both accounts Fidelity Inactivity and Maintenance Fee Mutual funds are the same $49.99. We may be compensated by the businesses we review. The firm also does not have annual IRA fee (except for $25 annual SIMPLE IRA fee). Zero reasons to invest anywhere else. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation. Supporting documentation for any claims, if applicable, will be furnished upon request. (Separate multiple email addresses with commas). Effective as of November 16, 2020. Fidelity Account Closing Fee Fidelity has $0 fee to cancel both brokerage accounts and IRAs. Account Minimums. Placing the trade over the phone is $5, and placing the trade with a living, breathing broker is a somewhat pricey $32.95. For a regular brokerage account, Fidelity requires a minimum opening deposit of $2,500. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. Read it carefully. Account Fee There is no annual fee for the BrokerageLink account. Please visit each firm’s respective website to review all fees applicable to establishing, maintaining and trading in an account. General eligibility: $25,000 managed through Fidelity Personalized Planning & Advice10, Gross advisory fee: 0.20%–1.04%8,12 Certain complex options strategies carry additional risk. Help is here 24/7. We read through Fidelity's fee list and found a few fees that are worthy of some additional discussion. 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. Broker assisted trades cost $32.95. As with any search engine, we ask that you not input personal or account information. The advisory fee does not cover charges resulting from trades effected with or through broker-dealers other than Fidelity Investment affiliates, mark-ups or mark-downs by broker-dealers, transfer taxes, exchange fees, regulatory fees, odd-lot differentials, handling charges, electronic fund and wire transfer fees, or any other charges imposed by law or otherwise applicable to your 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. * Certain waivers may apply There are no monthly account charges. There is no minimum amount required to open a Fidelity Go account. All data is sourced from public websites as of 8/1/18 and subject to change. $49.95 to buy. Any fixed income security sold or redeemed prior to maturity may be subject to loss. Fidelity vs. Charles Schwab: Fees. (As interest rates rise, bond prices usually fall, and vice versa. All Rights Reserved. Fidelity does not charge annual fee for regular brokerage individual or joint taxable accounts. Note: Fee is per trade for foreign ordinary stock that is not DTC eligible. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Bank account information to fund the account. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. The Fidelity Go program advisory fee is calculated and charged at the account level. † On balances under $10K Other fees and expenses applicable to continued investment are described in the fund’s current prospectus. Account Service Fee and Transfer Out Fees. See Fidelity.com/commissions for further details. There aren't any fees for opening up or maintaining a Fidelity brokerage account, but there is a $2,500 investing minimum. 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. Get detailed pricing and learn more about how we compare to others on service, security, and more . between you and FBS (or your financial professional). It is a violation of law in some jurisdictions to falsely identify yourself in an email. 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