Free commission offer applies to online purchases of select iShares ETFs in a Fidelity brokerage account, which may require a minimum opening balance of $2,500. The sale of ETFs is subject to an activity assessment fee (of between $0.01 and $0.03 per $1,000 of principal) and is subject to a short-term trading fee by Fidelity if held less than 30 days.
1.
$7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.
2.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. 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.
3. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Trades are limited to online domestic equities and options and must be used within 180 days. Options trades are limited to 20 contracts per trade. Offer valid for new and existing Fidelity customers opening or adding to an eligible Fidelity IRA or Fidelity brokerage retail account. Accounts receiving $50,000 or more will receive 300 free trades. Account balance of $50,000 must be maintained for at least 9 months; otherwise, normal commission schedule rates may be retroactively applied to any free trade executions. See
Fidelity.com/ATP300free for further details.
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.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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.
Based on two surveys: The PLANSPONSOR magazine 2015 Recordkeeping Survey (© Asset International Inc.), based on defined contribution plan assets administered and number of participants of recordkeepers, as of 12/31/2014; and Cerulli Associates’ The Cerulli Edge®—Retirement Edition, Q2 2015, based on an industry survey of firms reporting total IRA assets administered for Q1 2015.
Kiplinger's magazine, December 2014. Results based on ratings in the following categories: total commissions, investment choices, tools, research, website, mobile, and advisory services. Criteria not equally weighted. In 2014, Fidelity tied for #1 with Charles Schwab in a survey that ranked 10 leading discount brokers.
Investors Business Daily, January 2015. Fidelity was named a top five broker among Charles Schwab, TD Ameritrade, TradeStation and Scottrade. Fidelity scored among the highest in research tools, investment research, educational resources, and portfolio analysis and reports. Results were based on having the highest Customer Experience Index within 11 subcategories, as scored by 10,480 visitors to the IBD website.
Fidelity won 18 of the 2014 U.S. Lipper Fund Awards, which honor fund management firms and individual mutual funds that have outperformed peers based on risk-adjusted, consistent return. Lipper designates award-winning funds in most individual classifications for the 3-, 5-, and 10-year periods. In total, 15 Fidelity mutual funds won 18 awards. See our press release for a list of winning funds and details on the Lipper Rating System. Fidelity Investments and Lipper are not affiliated.
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.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
