Welcome Virtus Investment Partners Employees

As part of your broker program, you'll have access to the breadth and depth of our investment products and holistic planning and guidance at an exceptional value.

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Value you expect from Fidelity

Special Employee Pricing on Your Firm’s Mutual Funds

Purchase Your Firm’s class I share funds through Fidelity commission-free with no investment minimums.

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

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.

Questions?
800-343-3548

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representative

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Center

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

Get Started

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.

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.

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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