Ways to invest with us
Whether you're managing the investing on your own, or want Fidelity to handle it for you, we offer a range of account options to choose from.
|What's included||You choose your own investments, manage them yourself, and have access to online planning tools through our Planning & Guidance Center. If you have $250,000 or more invested at Fidelity, you may be eligible for dedicated support.|
|Investments||Fidelity offers a wide range of investment options, including stocks, bonds, and mutual funds.|
|Minimums||There is no minimum to open a retail brokerage account1 and invest on your own.|
|Fees||Fees will vary based on the investments you choose. Do-it-yourself investing strategies, which you can explore in our Planning & Guidance Center, include target date funds,2 target allocation funds, or model portfolios of funds with fees and expenses that range from 0.12%–0.75%, 0.51%–0.72%, and 0.02%–0.99%, respectively.3|
We manage these accounts for you
|Fidelity Go®||Fidelity® Personalized Planning & Advice|
|What's included||Digital investment management to help keep your investment strategy on track||Digital investment management, plus digitally led planning and access to financial advice during 1-on-1 calls with Fidelity advisors|
|Investments||We manage an account for you consisting of zero expense ratio Fidelity mutual funds||We manage an account for you consisting of zero expense ratio Fidelity mutual funds|
|Minimums||No minimum to open an account||$25,000 managed through Personalized Planning & Advice|
|Advisory fee||Under $10,000: $0
$10,000–$49,999: $3 per month
$50,000 and above: 0.35% per year
|0.50% per year|
If you are looking for more comprehensive investment management solutions, consider a Portfolio Advisory Services Account (through Fidelity® Wealth Services) or a Separately Managed Account (through Fidelity® Strategic Disciplines). If you’re interested in working one-on-one with a Fidelity advisor, consider the support we can provide through Fidelity Wealth Management. Investment minimums apply.