Investing with a basket of stocks is faster and easier than ever

Fidelity Solo FidFolios℠ offer an enhanced brokerage experience that lets you create your own custom index of stocks based on what matters to you—your values, a specific theme, or perhaps the latest trends—with the benefits of direct ownership, no expense ratios, and the ease of adding and removing individual stocks, unlike investing in mutual funds or ETFs.

And at the same time, you're in control, have the opportunity for growth potential and diversification across a range of stocks, and can enjoy the ease of one-click trading and monitoring through a personalized dashboard.

Fidelity Solo FidFolios℠ are an enhancement to an existing Fidelity brokerage account with just a $4.99/month enrollment fee. There are no additional account fees, trade commissions, or account minimums and you can invest as little as $1.00 per stock and create as many baskets of stocks as you'd like.

If you have a joint brokerage account, note that enrollment is at the individual level so each person that wants access to the features of Fidelity Solo FidFolios would need to enroll.

Fidelity Solo FidFolios℠ are an enhancement to your existing brokerage experience and can be used with most of your current brokerage account trading, so you do not need to open a new brokerage account to enroll.

If you have a joint brokerage account, note that enrollment is at the individual level so each person that wants access to the features of Fidelity Solo FidFolios would need to enroll.

If you enroll but your joint account holder does not, only you will be able to view and trade, make any edits, or manage your basket. Your joint account holder will just be able to view holdings in their basket individually, as they would any other positions in the account.

Fidelity Solo FidFolios℠ can be used in all your nonretirement brokerage accounts, including HSA and cash management, just as you invest today. Traditional IRAs, Roth IRAs, and rollover IRAs are also eligible for Fidelity Solo FidFolios. Other retirement accounts (such as inherited IRAs and Keogh accounts) are currently ineligible.

If you have a joint brokerage account, note that enrollment is at the individual level so each person that wants access to the features of Fidelity Solo FidFolios would need to enroll.

Fidelity Solo FidFolios℠ are a new way to invest in what matters to you with features that make it easy for you to be in control. You'll be able to:

• Create your own custom index with a basket of stocks.
• Choose from theme-based models such as AI and clean energy built by our analysts and easily rebalance with one click to trade.
• Customize your index, adding and removing stocks, and investing in up to 50 stocks with, again, one click to trade.
• Monitor, track, and manage with a personalized dashboard, alongside your other investments.
• View analytics and save time with our easy-to-use rebalance feature.

Enrolling is your first step and just takes minutes. You'll have access to all the features of Fidelity Solo FidFolios℠ with a 90-day free trial.

One week prior to your free trial end date, you'll receive an email from Fidelity reminding you to confirm that you have a payment method on file. At the end of your free trial, the $4.99 per month enrollment fee will then be charged monthly, unless you decide to cancel.

Learn more with a 90-second video

Or learn more right here. Once enrolled:

• Pick a theme based on your own research and what matters to you.
• Choose from a Fidelity theme-based model, customize if you'd like, or select stocks on your own.
• Decide how much of each stock you want in your model, which brokerage account to invest with, and how much you'd like to invest.
• Name your basket and place your order.
• Want to make changes?
  • Go to your personalized dashboard, select Manage, and make your move.
  • Easily rebalance, invest more, invest less, or edit your basket model.
  • Place your trade with one click and you're done.

When you enroll you have full access to all the features of Fidelity Solo FidFolios℠ for free, for 90 days. At the end of your 90-day free trial we will begin to charge $4.99/month to the credit or debit card you provided to us for your enrollment fee. If, however, you cancel within the 90 days, you will not be charged at all.

When canceling enrollment, at the end of your monthly billing period you will no longer have access to any of the features of Fidelity Solo FidFolios℠ including editing, monitoring, and managing your models or baskets. Positions in existing baskets will appear individually in your account and may be traded as you do any other stocks. Should you change your mind, you can reenroll at any time.