Welcome, PwC Partners

As an approved provider in the Brokerage Simplification Program (BSP), 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.

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

If you are a PwC Partner, Manager or have certain internal PwC restrictions, you may want to consider a Fidelity Cash Management Account (FCMA). Benefits include:


  • FDIC insurance: Coverage up to $1,250,000—5 times more than the typical bank3
  • Ability to purchase mutual funds, ETFs and individual securities
  • No options or margin availability
  • No managed account purchases (if you are approved for discretionary accounts, please open the appropriate account or call 1.800.726.0286)
  • FCMA transactions are available for reporting on BSP

A Fidelity® Cash Management Account—all the features you need from a traditional checking account, without the bank fees.4 Learn more.

NEW!

Learn more about these important topics:

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


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

Help maximize every trade with our tools, research, and execution

Fidelity was just rated Best Online Broker in 2020 by Barron's and Investor's Business Daily. We were also named #1 for Order Execution and #1 for Research by StockBrokers.com in 2020.


See why we're an industry leader in trading

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's uninvested cash balance is swept to one or more program banks where it earns a variable rate of interest and is eligible for FDIC insurance. At a minimum, there are five banks available to accept these deposits, making customers eligible for nearly $1,250,000 of FDIC insurance. If the number of available banks changes, or you elect not to use, and/or have existing assets at, one or more of the available banks, the actual amount could be higher or lower. For more information on FDIC insurance coverage, please visit www.FDIC.gov. Customers are responsible for monitoring their total assets at each of the Program Banks to determine the extent of available FDIC insurance coverage in accordance with FDIC rules. Refer to the FDIC-Insured Cash (Core) Disclosure Statement and list of eligible Program Banks for details. The deposits at Program Banks are not covered by SIPC.
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®.

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