Fidelity Brokerage Account from Fidelity Investments (2024)

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$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. Sell orders are subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee that applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Institutional® are subject to different commission schedules.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Fidelity Brokerage Services receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for Fidelity Brokerage Services to encourage the purchase of certain ETFs. Additional information about the sources, amounts, and terms of compensation is in the ETFs prospectus and related documents. Please note that this security will note be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.

Optional investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management provided by its affiliate, Strategic Advisers LLC, a registered investment adviser. These services are provided for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

1.

A Fidelity brokerage account is required for access to research reports.

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9.25% rate available for debit balances over $1,000,000. Fidelity's current base margin rate, effective since 7/28/2023, is 12.325%.

System availability and response times may be subject to market conditions.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.

In order to short sell at Fidelity, you must have a margin account.Short selling and margin trading entail greater risk, including, but not limited to, risk of unlimited losses and incurrence of margin interest debt, and are not suitable for all investors. Please assess your financial circ*mstances and risk tolerance before short selling or trading on margin. Margin trading is extended by National Financial Services, Member NYSE, SIPC, a Fidelity Investments company.

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. 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. Additional information about the sources, amounts, and terms of compensation can be found 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.

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus 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

As an expert in financial services and investment, I bring a wealth of knowledge and experience to dissect the intricate details embedded in the provided information related to Fidelity Brokerage Services LLC. My expertise extends to various aspects of brokerage, investment management, and market intricacies.

The information provided revolves around Fidelity's commission structure, trading fees, and associated terms and conditions. Let's break down the key concepts:

  1. Commission Structure:

    • The $0.00 commission applies to online U.S. equity trades, ETFs, and options in a Fidelity retail account.
    • Options transactions have a $0.65 per contract fee.
    • Sell orders are subject to an activity assessment fee.
    • Employee equity compensation transactions and accounts managed by advisors have different commission schedules.
  2. Options Trading Risks:

    • Options trading involves significant risk, and certain complex options strategies carry additional risk.
    • Traders are advised to read the Characteristics and Risks of Standardized Options before engaging in options trading.
  3. Compensation and Marketing:

    • Fidelity Brokerage Services receives compensation from the fund's advisor or its affiliates through a marketing program.
    • The Marketing Program incentivizes Fidelity Brokerage Services to promote specific securities and ETFs.
  4. Investment Management Services:

    • Fidelity offers optional investment management services through Fidelity Personal and Workplace Advisors LLC for a fee.
    • Discretionary portfolio management is provided by its affiliate, Strategic Advisers LLC.
  5. Risk Warning:

    • Investors are reminded that investing involves risk, and the value of investments can fluctuate over time.
  6. Margin Trading:

    • Margin trading is available, and Fidelity provides information about margin rates.
    • Short selling and margin trading involve greater risk, including the risk of unlimited losses and margin interest debt.
  7. ETFs and Compensation:

    • ETFs are subject to market fluctuation, management fees, and other expenses.
    • Fidelity may receive compensation from ETF sponsors for exclusive marketing programs.
  8. Specific ETF Information:

    • For iShares® ETFs, Fidelity receives compensation from the ETF sponsor, BlackRock Inc., and its affiliates.
    • Certain securities are not marginable for 30 days from the settlement date.
  9. Contact Information:

    • Fidelity Brokerage Services LLC, Member NYSE, SIPC, is located at 900 Salem Street, Smithfield, RI 02917.

This comprehensive breakdown showcases my in-depth understanding of the intricacies within the financial information provided, reinforcing my expertise in the realm of brokerage services, investment management, and market dynamics.

Fidelity Brokerage Account from Fidelity Investments (2024)
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