Fidelity Basket Portfolios
Not your everyday basket investing
A faster, easier way to build and manage your portfolio with baskets. Build each basket with the stocks and ETFs you want, trade with one click, and manage it as one investment. More possibilities. More control.
Free 30-day trial, then $4.99/month. Cancel anytime.
Track your basket like any other position in your account. Manage with a personalized dashboard, view analytics, and save time using advanced features.
Free 30-day trial
$4.99 per month
Discover the power of Fidelity Basket Portfolios for an enhanced brokerage experience using an existing Fidelity account. Get started today and create as many baskets as you'd like.
How is investing with Fidelity Basket Portfolios different from how I may currently invest with stocks or ETFs?
Fidelity Basket Portfolios offer a fast and easy way to invest and manage multiple stocks and ETFs. Build, customize, and diversify on your terms and enjoy advanced features like one-click rebalancing. And unlike investing in individual mutual funds and ETFs, you benefit from direct ownership of your basket securities, and add or remove as you see fit.
And at the same time, you're in control, have the opportunity for growth potential and diversification across a range of securities, and can enjoy the ease of one-click trading and monitoring through a personalized dashboard.
Are there any fees, minimums, and commissions when investing with Fidelity Basket Portfolios?
Fidelity Basket Portfolios are an enhancement to an existing Fidelity brokerage account with just a $4.99/month enrollment fee. There are no additional account fees, no account minimums, or trade commissions for online US stocks or ETFs, and you can invest as little as $1.00 per stock or ETF and create as many baskets as you’d like.
Do I need to open a new brokerage account to enroll in Fidelity Basket Portfolios?
Fidelity Basket Portfolios are an enhancement to your existing brokerage experience and can be used with most of your current brokerage trading accounts, so you will probably not need to open a new brokerage account to enroll.
Which Fidelity accounts are eligible for Fidelity Basket Portfolios?
Fidelity Basket Portfolios can be used in all of 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 Basket Portfolios. Other retirement accounts (such as Inherited IRAs and Keogh accounts) are currently ineligible.
Why do I have to pay an enrollment fee for Fidelity Basket Portfolios?
Fidelity Basket Portfolios 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 and ETFs.
• 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 ETFs, and invest in up to 50 securities with 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.
How do I get started with Fidelity Basket Portfolios?
Enrolling is your first step and just takes minutes. You'll have access to all the features of Fidelity Basket Portfolios with a 30-day free trial.
One week prior to your free trial end date, we will attempt to reach you and remind 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.
Or learn more right here. Once enrolled:
- Choose prebuilt models from the experts, customize if you'd like, or select stocks and ETFs to create your own basket.
- Decide how much of each security you want in your basket, 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, buy, sell, edit, or rename your basket.
- Place your trade with one click and you're done.
Can I move a security that I already own into my basket?
A security that you already own cannot be added to your basket at this time. However, you can own the same security both inside and outside of your basket, if you choose.
How does the Fidelity Basket Portfolios free trial work?
When you enroll you have full access to all the features of Fidelity Basket Portfolios for free, for 30 days. At the end of your 30-day free trial we will begin to charge $4.99/month to the payment method you provided to us for your enrollment fee. If, however, you cancel within the 30 days, you will not be charged at all.
What happens if I cancel my Fidelity Basket Portfolios enrollment?
When canceling enrollment, at the end of your monthly billing period you will no longer have access to any of the features of Fidelity Basket Portfolios 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 securities. Should you change your mind, you can reenroll at any time.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
Fractional share quantities can be entered out to 3 decimal places (.001) as long as the value of the order is at least $1.00. Dollar-based trades can be entered out to 2 decimal places (e.g. $250.00).
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917