Value you expect from Fidelity
Commission-free trades
$01 for online US stock, ETF, and option trades.
Zero expense ratio index funds
Offering the industry's first Zero expense ratio index mutual funds offered directly to investors.3
Industry-leading value
With no account fees and no minimums to open a retail brokerage account, including IRAs.2
Trading feesStocks & options | ETFs | Bonds & CDs | Mutual funds |
---|---|---|---|
$0 per stock or options trade
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$0 per trade for ETFs1 |
$1 per bond or CD in secondary trading and free for US Treasuries traded online4
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Zero expense ratio index mutual funds
No minimums to invest – Fidelity mutual funds $0 for Fidelity funds and hundreds of other funds with no transaction fees6 |
Get detailed pricing and learn more about how we compare to others on service, security, and more .
Fidelity | Schwab | Vanguard | |
---|---|---|---|
Account service fee | $0 | $0 | $20 per year |
Proprietary retail mutual fund investment minimums | $0 | $0 | $1000 – $3,000 Investor Shares
$3,000 – $100,000 AdmiralTM Shares |
Mutual funds low balance fee | $0 | $0 | $20 per year† |
Account transfer out | $0 | Full: $50
|
$0 |
Minimum initial investment | $0 | $0 | $0 |
IRA closeout fee | $0 | $0 | $0 |
Late settlement fee | $0 | $25 | $0 |
Bank wire | $0 | Online: $15
Paper: $25 |
$10 |
Insufficient funds | $0 | $25 | $20 |
Stop payment | $0 | $0 | $15 |
Bill payment | $0 | $0 | $4.95 per month‡ |
Account ATM fee | $0 | $0 | $0 |
Comparison based upon standard account fees applicable to a retail brokerage… Show More
Fidelity Go® |
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Robo advisor Digital managed accounts designed for investors looking for simple, professional money management solutions. |
Gross advisory fee:7,8 $0: under $25,000
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General eligibility: No minimum9
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Planning & advice from a dedicated advisor Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor |
Gross advisory fee: 0.50%–1.50%8 |
General eligibility: $500,000 managed through Fidelity® Wealth Services10 |
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Planning & advice from an advisor-led team Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor |
Gross advisory fee: 0.20%–1.04%8,11 |
General eligibility: $2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets12 |
Fidelity Go®
Robo advisor
Digital investment management to help keep your investment strategy on track
Gross advisory fee:7,8
$0: Under $10,000
$3/mo: $10,000–$49,999
0.35%/yr: $50,000 and above
General eligibility:
No account minimum9
Fidelity® Personalized Planning & Advice
Hybrid robo advisor
Digital investment management, plus digitally led planning and access to financial advice during 1-on-1 calls with Fidelity advisors
Gross advisory fee:
0.50%8
General eligibility:
$25,000 managed through Fidelity Personalized Planning & Advice10
Fidelity® Wealth Management
Planning & advice from a dedicated advisor
Customized planning and investment management, designed for your full financial picture, led by your dedicated advisor
Gross advisory fee:
0.50%–1.50%8
General eligibility:
$250,000 managed through Fidelity® Wealth Services11
Fidelity Private Wealth Management®
Planning & advice from an advisor-led team
Comprehensive planning, advice, and investment management, delivered by your own wealth management team and led by your advisor
Gross advisory fee:
0.20%–1.04%8,12
General eligibility:
$2 million managed through Fidelity® Wealth Services or Fidelity® Strategic Disciplines and $10 million or more in total investable assets13