1.
Fidelity Go® provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.
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. Eligible assets include those invested through Fidelity® Wealth Services, Fidelity® Strategic Disciplines, or a combination of both registered as an individual account, a joint account, or certain types of revocable trusts. Assets in other registration types, such as irrevocable trusts, partnerships, or LLCs, will not be included when determining program eligibility. Fidelity Rewards is not offered as a component of any advisory service or program through Fidelity, including, without limitation, Fidelity® Wealth Services and Fidelity® Strategic Disciplines. While there are no program enrollment fees, eligible accounts are charged an advisory fee.
4. You may be eligible to earn additional Points on eligible Net Purchases, in addition to the Points you may earn in the Fidelity® Rewards Visa Signature® Card Program if you qualify and are registered into the Fidelity Rewards+ program. Earn up to 2% cash back on purchases when you use your Fidelity Rewards Visa Signature Card and earn up to an additional 1% as a participant in the Fidelity Rewards+SM program for Wealth Management clients. Eligibility and applicability of the additional Points are determined by Fidelity Brokerage Services, LLC. Fidelity Rewards Visa Signature Card Program, managed by Elan Financial Services, and Fidelity Rewards+, managed by Fidelity, are separate programs. Full details for the Fidelity Rewards+ program appear in the Fidelity Rewards+ Terms and Conditions and in the Program Rules for Fidelity Rewards Visa Signature Card Program. "Only card" claim based on research conducted in July 2020 by Competiscan, LLC of publicly available consumer cash back credit card offers, excluding those with an annual fee, category restrictions, or requirements that cash back be used only as a statement credit.
"Only card" claim based on research conducted in July 2020 by Competiscan, LLC of publicly available consumer cash back credit card offers, excluding those with an annual fee, category restrictions, or requirements that cash back be used only as a statement credit.
5.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read . Supporting documentation for any claims, if applicable, will be furnished upon request.
OptionsPlay and Fidelity Investments are independent entities and are not legally affiliated.
6. Fidelity Crypto℠ is offered by Fidelity Digital Assets℠.
Crypto is highly volatile, can become illiquid at any time, and is for investors with a high-risk tolerance.
Investors in crypto could lose the entire value of their investment.
Custody and trading of crypto are provided by Fidelity Digital Asset Services, LLC, a New York State-chartered limited liability trust company (NMLS ID 1773897). Crypto is not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation ("SIPC").
Brokerage services in support of securities trading are provided by Fidelity Brokerage Services LLC (“FBS”), and related custody services are provided by National Financial Services LLC (“NFS”), each a registered broker-dealer and member NYSE and SIPC. Neither FBS nor NFS offer crypto nor provide trading or custody services for such assets.
Fidelity Crypto and Fidelity Digital Assets are service marks of FMR LLC.
7.
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.
The tax information provided is general and educational in nature, and should not be construed as legal or tax advice. Fidelity Charitable does not provide legal or tax advice. Content provided relates to taxation at the federal level only. Charitable deductions at the federal level are available only if you itemize deductions. Rules and regulations regarding tax deductions for charitable giving vary at the state level, and laws of a specific state or laws relevant to a particular situation may affect the applicability, accuracy, or completeness of the information provided. As a result, Fidelity Charitable cannot guarantee that such information is accurate, complete, or timely. Tax laws and regulations are complex and are subject to change; changes may have a material impact on pre- and/or after-tax results. Fidelity Charitable makes no warranties with regard to such information or results obtained by its use. Fidelity Charitable disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.
+The Fidelity YouthTM app is free to download. Fees associated with your account positions or transacting in your account apply.
PIMCO and Fidelity Investments are independent entities and are not legally affiliated.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Screenshots and graphics are for illustrative purposes only.
© 2023 FMR LLC. All rights reserved.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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