Special offers at Fidelity


We don't have any special offers, but you can still learn about how Fidelity can help with your individual needs.

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 fees
Stocks & options ETFs Bonds & CDs Mutual funds

$0 per stock or options trade

plus $0.65 per contract on options

$0 per trade for ETFs1

$1 per bond or CD in secondary trading and free for US Treasuries traded online4

The potential to save an average of $15 per bond5

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 .

Fee comparison*
  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 brokerageShow More

Planning and advice fees

Fidelity Go®

Robo advisor

Digital managed accounts designed for investors looking for simple, professional money management solutions.

Gross advisory fee:7,8

$0: under $25,000
0.35%/yr: $25,000 and above

General eligibility:

No minimum9
Once your balance reaches $25,000 you'll gain access to a team of dedicated Fidelity advisors


Fidelity® Wealth Management

Through Fidelity® Wealth Services

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


Fidelity Private Wealth Management®

Through Fidelity® Wealth Services or Fidelity® Strategic Disciplines

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

Through Fidelity® Wealth Services

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®

Through Fidelity® Wealth Services or Fidelity® Strategic Disciplines

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

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Awards and recognition


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