• Help | Glossary
  • Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Fixed Income, Bonds & CDs

Whether you are an experienced bond investor or thinking about investing in bonds and CDs for the first time, we have the people to enable you to get the most out of Fidelity's bond resources. Give us a call and let's discuss how we can help.

Fixed Income Solutions

Strategically located nationwide, our specialists in fixed income work with you and your financial consultant to provide bond strategies and trading expertise when you need it.

  • Help you understand and choose from a wide variety of fixed income products, including bonds & CDs, bond mutual funds and ETFs.
  • Build a bond ladder to create an income stream or review your bond holdings with a fixed income analysis report.
  • Help with using Fidelity’s bond marketplace and related analytical tools on Fidelity.com.

Learn more about Fidelity's Fixed Income Analytics Service

High Net Worth Bond Desk Services

If you have a large and complex bond portfolio and have over $3 million in bonds or CDs to invest, then our High Net Worth Bond Desk could be right for you.

  • Dedicated personalized relationship with a small regional team for your fixed income portfolio
  • In-depth review of your bond holdings through your fixed income analysis report
  • Automatic access for clients of Fidelity Private Wealth Management®

Learn more about Fidelity's High Net Worth Bond Desk (PDF)

Financial Consultants

Financial consultants play a central role in understanding your overall financial situation. Understand how they engage with fixed income specialists to meet and deliver your bond investing needs.

  • A trusted partner that can help you build, manage, and preserve your wealth while providing overall guidance regarding your investment portfolio
  • A dedicated 1:1 relationship accessible over the phone or face-to-face meetings at our Investor Centers nationwide

Learn more about working with Fidelity's financial consultants

Why Buy Bonds & CDs at Fidelity

At Fidelity we aspire to provide you with a broad set of resources to help you build and manage your bond portfolio – and to do so at low and transparent prices. That combination equates to a great value for you.

  • Engage with sophisticated yet simple to use tools on the web.
  • Leverage Fidelity’s fixed income specialists and let us generate your personalized Bond Ladder or Analysis report for you.

More reasons to consider bonds & CDs at Fidelity | Competitive pricing

The Value of Managed Accounts

Investment professionals do the work for you by actively managing your money. You gain:

  • The experience of Fidelity through all kinds of markets and a sophisticated approach to risk management.
  • Access to proprietary and third-party research.
  • A dedicated portfolio specialist for in-depth quarterly and annual reviews.

Learn more about the benefits of managed accounts

Fidelity keeps you informed

  • Fidelity.com provides secure and easy access to your account and performance information.
  • Account activity reports provide detailed information on trades made in your account.
  • A year-end tax statement reports all account transactions and tax basis information.

Buying New Issue Bonds

Fidelity makes certain new issue products available with no transaction fee.* Fidelity may receive compensation from issuers for participating in the offering as a selling group member and/or underwriter.

Accessibility of new issues varies for individual investors, with the Treasury market most accessible and the corporate market least accessible.

Learn more about investing in new issue bonds