Choose from one of our centrally-located investor centers or search to find one near you.
733 Third Ave
New York, NY 10017
212-867-6784 ext. 50071
Welcome, PwC Non-Partners
As an approved provider in the Brokerage Simplification Program (BSP), 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.
Value you expect from Fidelity
Commission-free trades
$0 for online US stock, ETF, and option trades.1
Get $150 reimbursed
Move your account and get up to $150 in account transfer fees reimbursed.2
A Fidelity® Cash Management Account—all the features you need from a traditional checking account, without the bank fees.3 Learn more.
NEW!
Learn more about these important topics:
Talking Estate Planning
Discover how you can help everyone involved feel more confident and in control of what happens to their money and property.
Give more to your favorite charities in a tax-smart way
Discover the benefits of using a donor-advised fund
Smarter giving with Fidelity Charitable®
Keeping your personal information safe
A helpful discussion on the things you can do to protect yourself.
Financial wellness seminars
Learn at your convenience with these on-demand seminars.
Taking Care of Older Loved Ones
Debt: The Good, the Bad, and the Ugly
Visit our Learning Center for other articles, videos, and webinars
Important information:
COVID-19
To help keep everyone safe, we're offering only select services at our branches. But our advisors are available to help you over the phone and you can complete most common tasks on Fidelity.com or the Fidelity Mobile® app. To find the latest hours and information about your local Investor Center, please visit:
https://www.fidelity.com/branches/overview
CARES Act
The act includes changes to retirement plans, health care, money market funds, charitable giving, the tax deadline, student loan debt, and more.
Learn how the new CARES Act might impact you
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.2
1.
$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) 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). There is an Options Regulatory Fee (from $0.03 to $0.05 per contract), which applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and 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.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
2. 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.
3. 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®.
Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply. See Fidelity.com/commissions for further details.
Fidelity Charitable® is a registered service mark of FMR LLC.
Fidelity Charitable® is the brand name for Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable name and logo and Fidelity are registered service marks of FMR LLC, used by Fidelity Charitable under license.
Barron's, February 21, 2020 Online Broker Survey. Fidelity was ranked against nine other competitors in six major categories and 78 subcategories. Fidelity tied Interactive Brokers for #1 overall.
Investor's Business Daily®, January 2020: Best Online Brokers Special Report. Fidelity was named Best Overall Online Broker, and also first in Equity Trading Tools, Research Tools, Low-Cost/ETF Trading, Investment Research, Mobile Trading Platforms/Apps, and Portfolio Analysis & Reports. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 4,199 respondents. The survey was conducted by Investor's Business Daily's polling partner, TechnoMetrica Market Intelligence. © Investor's Business Daily, Inc. All rights reserved.
StockBrokers.com 2020 Online Broker Review, January 21, 2020: Fidelity was ranked No. 1 for Order Execution and No. 1 for Research out of 15 online brokers evaluated in the StockBrokers.com 2020 Online Broker Review.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
© 2020 FMR LLC. All rights reserved.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
824187.37.0