Welcome, Wellington Management Employees

As part of your preferred broker program, 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

Enjoy professional investment management through Fidelity® Wealth Services with a 20% discount off of the annual gross advisory fee. Restrictions apply.3

Learn more about this special managed accounts offer

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


NEW!

Learn more about these important topics:

Financial wellness seminars

Learn at your convenience with these on-demand seminars.



Visit our Learning Center for other articles, videos, and webinars


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.

Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), 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, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.

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.

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