Fidelity Reviews
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Fidelity Features and Benefits
Fidelity.com offers a range of features and benefits:
- Investment strategies for retirement and more through Fidelity Go ®, plus the benefit of tax-smart investing* with Fidelity ® Wealth Services.
- Zero commissions on stock, ETF and options trades.
- Zero expense ratio index mutual funds.
- Fixed income strategies that may save you up to $15 per bond.
- Expert insights and investing tools to make the most out of your financial life.
- Security & protection for your portfolio and personal information.
- 401(k) retirement savings plan with tax advantages and employer matching contributions.
- Cost-Conscious Investing: Fidelity offers a $0.00 commission on online U.S. equity trades, ETFs, and options for retail clients in a Fidelity retail account, making investing more affordable for clients.
These features aim to make investing and financial planning clear and simple, boosting your confidence about the decisions you make. If there is not enough information, please let know.
Fidelity Pricing
Fidelity offers $0 commission trades for online US stock, ETF, and option trades. There are zero expense ratio index mutual funds offered directly to investors. There are no account fees and no minimums to open a retail brokerage account, including IRAs.
Trading fees are as follows:
- $0 per stock or options trade plus $0.65 per contract on options
- $0 per trade for all ETFs
- $1 per bond or CD in secondary trading and free for US Treasuries traded online
Fidelity also offers zero expense ratio index mutual funds such as:
- Fidelity ® ZERO Total Market Index Fund
- Fidelity ® ZERO International Index Fund
- Fidelity ® ZERO Extended Market Index Fund
- Fidelity ® ZERO Large Cap Index Fund
There are no minimums to invest in Fidelity mutual funds and $0 for Fidelity funds and hundreds of other funds with no transaction fees.
For managed accounts, the gross advisory fee for Fidelity Go ® Robo advisor is $0 for under $25,000 and 0.35%/yr for $25,000 and above. For Fidelity ® Wealth Management, the gross advisory fee is 0.50%–1.50% with a general eligibility of $500,000 managed through Fidelity ® Wealth Services. For Fidelity Private Wealth Management ®, the gross advisory fee is 0.20%–1.04% with a general eligibility of $2 million managed through Fidelity ® Wealth Services or Fidelity ® Strategic Disciplines and $10 million or more in total investable assets.
If there is not enough information, please let know.
Payment Method
Fidelity.com offers a variety of payment methods for its customers. Payments can be made online, over the phone, through the mail, and in person via third-party payment centers. Customers can also use mobile payment apps such as Apple Pay, Venmo, PayPal, and Square Cash to transfer money into their Fidelity accounts. Additionally, digital wallets like Google Pay and Samsung Pay are supported for a safe and convenient way to pay. For bill payments, Fidelity provides a Bill Pay service that allows customers to manage and pay their bills electronically using their Cash Management Account or brokerage account.
Fidelity FAQs
Fidelity Alternatives
Top 10 alternatives to fidelity.com:
- Charles Schwab: Known for its comprehensive range of investment options and excellent customer service.
- Vanguard: Offers low-cost mutual funds and ETFs, ideal for long-term investors.
- Td Ameritrade: Provides a robust trading platform with extensive research tools.
- E*TRADE: Features a user-friendly platform with a wide range of investment choices.
- Robinhood: Popular for commission-free trades and a simple, mobile-friendly interface.
- Interactive Brokers: Best for advanced traders due to its sophisticated trading tools.
- Merrill Edge: Integrates well with Bank of America accounts and offers strong research resources.
- Webull: Another commission-free platform with advanced charting tools.
- Betterment: Focuses on automated investing and financial planning.
- M1 Finance: Combines automated investing with customizable portfolios.
How To Open A Fidelity Account?
To open an account on fidelity.com, follow these steps:
- Choose an account: Decide which type of account suits your needs, such as a brokerage account, Roth IRA, Traditional IRA, or Cash Management Account.
- Fill in personal information: Provide necessary details like your Social Security number, employer's name and address, and bank account information.
- Add account settings: Customize your account settings according to your preferences.
- Review and confirm: Double-check all the information provided and confirm your application.
- Fund the account: Add money to your account or transfer investments from another provider.
Once these steps are completed, the account will be ready for use.
Fidelity Return Policy?
Fidelity Life allows the policy owner to return the policy within 30 days after it is delivered. The policy can be returned to the Home Office or to the agent who sold the policy. Upon return, the policy will be void from its beginning and the policy owner will receive a full refund of any premiums and fees paid.