Invest & trade
Frequently asked questions
What are the investment options for my nonretirement account's core position?
Money in your nonretirement account's core position can be held in the Fidelity® Government Money Market Fund (SPAXX), the Fidelity® Treasury Fund (FZFXX), or the Taxable Interest Bearing Cash Option (FCASH)
How do I set up recurring automatic withdrawals?
If you'd like to schedule recurring automatic withdrawals from your Fidelity account to your bank account, you can go to Automatic Withdrawals on Fidelity.com.
Where can I find my account number?
You'll find your Fidelity account numbers listed below the corresponding account name in your Portfolio Summary. Account numbers are 9 characters in length and can include letters. You'll need to log in to Fidelity.com to access your Portfolio Summary.
How do I give someone else access to trade in my account?
To give someone access to trade in your accounts, also known as authorized access, log in to your Portfolio Summary on Fidelity.com. Select the Account Features tab, and expand the section titled Authorized Access & Account Registration. Select Edit authorized access, and choose Add Access for the brokerage account you want to add an authorized user to.
How do I reinvest dividends and capital gains?
To reinvest dividends or capital gains, log in to your Portfolio Summary on Fidelity.com. Select the Account Features tab, expand the section titled Brokerage & Trading, and select the Dividends and Capital Gains link. On the next page, select the Update link next to the account you want to reinvest your dividends or capital gains into.
Whether you want to invest alone or work together with a pro, we've created a few quick, easy lessons designed to give you the confidence to make informed investing decisions.
5 strategic steps to help boost you from beginner to savvy trader—educated, informed, and confident.
Create your own trading strategy
Help navigating life's big moments
Life comes at you fast. Whether you're celebrating a big milestone or adjusting to an unexpected change, Fidelity can help you navigate all parts of these important moments with our resources, guides, and tools.
Investing on your own or with our help
Whether you're new to investing or an experienced trader, our suite of planning and advisory services can help you define and work your way toward your financial goals.
Digital investment management and planning, plus unlimited access to 1-on-1 coaching with Fidelity advisors once your balance reaches $25,000.
Customized planning, advice, and investment management, led by a dedicated advisor.
Investing isn't one size fits all
Find the account or investment type that's right for your personal financial goals.
Accounts for investing
Our brokerage account gives you access to stocks, options, ETFs, and fractional shares.
A convenient way to save, spend, and manage your cash with the features of a traditional checking account, but without a bank.
Health savings accounts (HSAs)
With a health savings account (HSA), you can pay for qualified medical expenses in a tax-advantaged way, now through retirement.
Flexible, tax-advantaged accounts designed specifically for education savings.
Investment types to buy
Buy and sell shares of publicly traded companies in both domestic and international markets.
A cost-efficient way to help build a diversified investment portfolio.
Exchange-traded funds (ETFs)
Explore low-cost strategies with benefits like diversification, tax efficiency, and broad market exposure.
Fixed income, bonds, & CDs
Investments that generally pay returns on a fixed schedule.
You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Fidelity Investments and its affiliates, the fund’s sponsor, have no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
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.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Investing in bonds involves risk, including interest rate risk, inflation risk, credit and default risk, call risk, and liquidity risk.
Fidelity Go® provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. 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, FBS and NFS are Fidelity Investments companies.
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.
Before investing, consider the investment objectives, risks, charges, and expenses of the mutual fund, exchange-traded fund, 529 plan, Attainable Savings Plan, or annuity and its investment options. Contact Fidelity for a prospectus, offering circular, Fact Kit, disclosure document, 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