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733 Third Ave
New York, NY 10017
212-867-6784 ext. 50071
Welcome, PwC
As an approved provider in the Brokerage Simplification Program, you'll have access to the breadth and depth of our investment products and holistic planning and guidance at an exceptional value.
Rollover Assistance
For local personalized internal or external rollover assistance in the tri-state area (New York, New Jersey, and Connecticut), call 212-489-2590 ext. 50402; outside the tri-state area, call 800-726-0286.
If there's a slight discrepancy between the way your name is listed on your Fidelity account and the account from which your assets are being transferred, you can facilitate the transfer by completing the One-And-the-Same Letter form (PDF). Follow the instructions on the form, to submit.
Take advantage of these available offers
$4.95 online U.S. equity trades
Trade at some of the lowest prices in the industry.1
Fund an account with $100,000 and get 500 commission-free trades.2
Get $150 reimbursed
Move your account and get up to $150 in account transfer fees reimbursed.3
A Fidelity® Cash Management Account—all the features you need from a traditional checking account, without the bank fees.4 Learn more.
Financial wellness seminars
Learn at your convenience with these on-demand seminars.
- Your College Planning Choices
- Invest Confidently for Your Future
- Preserving Your Savings for Future Generations
Visit our Learning Center for other articles, videos, and webinars
Planning & Advice
Get financial planning tailored around you, whether you need help with retirement, complex wealth management, or managing your portfolio.
Straightforward pricing
With no minimums to open, no annual account fees in a retail brokerage account, and competitive pricing on trades and transactions, you'll always know what you're paying.
Expert insights and investing tools
Make the most out of your financial life with easy-to-use tools and the latest professional insights from our team of specialists.
Please note: As the employee, it's your responsibility to adhere to your firm's compliance policy and code of ethics. For more information, contact your compliance office.
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.
$4.95 commission applies to online U.S. equity trades in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Other conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions® are subject to different commission schedules.
2.
Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). Trades are limited to online domestic equities and options and must be used within two years. Options trades are limited to 20 contracts per trade. Offer valid for new and existing Fidelity customers opening or adding net new assets to an eligible Fidelity IRA or brokerage account. Accounts receiving $100,000 or more will receive 500 free trades. Account balance of $100,000 must be maintained for at least nine months; otherwise, normal commission schedule rates may be retroactively applied to any free trade executions. See Fidelity.com/ATP500free for further details.
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 may be reported on Form 1099‐MISC.
4. The Fidelity Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as your main account for securities trading. Customers interested in securities trading should consider a Fidelity Account®.
Barron's, March 26, 2018, March 20, 2017, and March 19, 2016 Online Broker Surveys. 2018: Fidelity was ranked against 18 others and earned the second highest overall score of 34.7 out of a possible 40. The firm was named best online broker for Long-Term Investing (shared with two others), Novice Investing (shared with 1 other), and Investor Education (shared with 2 others). 2017: Fidelity was evaluated against 15 others and earned the top overall score of 35.6 out of a possible 40. The firm was also named best online broker for Long-Term Investing (shared with 2 others), Best for Novices (shared with 1 other), and Best for Investor Education (shared with 2 others). Fidelity was also ranked 1st in the following categories: Trading Experience & Technology (shared with 2 others), Mobile (shared with 1 other), Research Amenities, and Portfolio Analysis and Reports (shared with 2 others). 2016: Fidelity was evaluated against 15 others and earned the top overall score of 34.9 out of a possible 40.0. Fidelity was also named Best Online Broker for Long-Term Investing (shared with one other), Best for Novices (shared with one other), and Best for In-Person Service (shared with four others), and was ranked first in the following categories: trading technology; range of offerings (tied with one other firm); and customer service, education, and security. Overall ranking for both years based on unweighted ratings in the following categories: trading experience & technology; usability; mobile; range of offerings; research amenities; portfolio analysis and reports; customer service, education, and security; and costs.
Investor's Business Daily® (IBD), January 2016, 2017, and 2018: Best Online Brokers Special Report. January 2016: Fidelity ranked in the top five in 10 out of 12 categories. Fidelity was named first in Trade Reliability, Research Tools, Investment Research, Portfolio Analysis and Reports, and Educational Resources. January 2017: Fidelity ranked in the top two in all 13 categories. Fidelity was named first in Research Tools, Portfolio Analysis and Reports, Investment Research, Educational Resources, and Planning Tools. January 2018: Fidelity ranked in the top five in 13 out of 14 categories. Fidelity was named first in Trade Reliability, Site Performance, Customer Service, Research Tools, Investment Research, Low-Cost/Free ETF Trading, Portfolio Analysis & Reports, Educational Resources, and Investment and Retirement Planning Tools. Results in 2017 and 2018 were based on having the highest Customer Experience Index within the categories composing the survey, as scored by 4,752 and 5,052 respondents, respectively, in the survey conducted by Investor's Business Daily's polling partner, TechnoMetrica Market Intelligence. © Investor's Business Daily, Inc. All rights reserved.
Kiplinger’s magazine, August 2016 and August 2017 Online Broker Survey. 2016: Fidelity was ranked No. 1 overall out of seven online brokers. Results based on ratings in the following categories: Commissions and Fees, Breadth of Investment Choices, Tools, Research, Ease of Use, Mobile, and Advisory. 2017: Fidelity was ranked No. 1 overall (tied with Merrill Edge) out of seven online brokers. Results based on ratings in the following categories: Total Commissions Score, Breadth of Investment Choices, Tools, Research, Ease of Use, Mobile Access, and Advisory Services.
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
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