Welcome (Company Name)

As part of your preferred broker program, you have access to the breadth and depth of investment products, holistic planning and guidance, and the exceptional value that we offer each and every customer.

Three reasons why serious investors choose Fidelity

Help your money work harder for you with some of the most competitive pricing in the industry, including U.S. online equity trades for only $6.95.1

Make better decisions with easy-to-use tools and straightforward insights from experienced professionals.

Get the help you need with everything from investment strategies, to complex wealth management needs, to managing your portfolio.

Please note: It is your responsibility to ensure that you are adhering to your firm and divisional personal trading policies. For more information, contact your compliance office.

Get up to speed on the latest investing strategies, market insights and available trading tools.

We're here to help—however and whenever you need it

No matter what financial questions you have, we're here to work with you on your terms.

Your fees are on us

Call us at 800-726-0286 once you've opened your account to get up to $150 in account transfer fees reimbursed.3

1. $6.95 trading commission applies to online purchases of U.S. equities in a Fidelity brokerage account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal) by Fidelity. Other conditions may apply. See Fidelity.com/commissions for details.
2. Advice refers to investment management services offered within our professionally managed accounts.
3. Customers may be reimbursed for account transfer fees (up to $150) for each eligible account moved to Fidelity. $25,000 minimum deposit required. Certain reimbursements are taxable and me be reported on Form 1099‐MISC.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917