Investing isn't just about money – it's about your future

Let us help you create the future you want for yourself and your loved ones. Whether you’re new to investing or an experienced trader, we’re here to help you on your way.

Retirement & IRA

Whether you need to roll over an IRA, or open a Traditional or Roth IRA, our exceptional guidance and wide range of investment options can help you plan intelligently.

  • One-on-one guidance in person, online, or over the phone
  • Access to powerful tools and comprehensive research
  • No account opening or annual fees*

* There is no opening cost or annual fee for Fidelity's traditional, Roth, SEP, SIMPLE, and rollover IRAs. Fund investments held in your account may be subject to management and short-term trading fees, as described in the offering materials. For all securities, see for trading commission and transaction fee details.

Mutual Funds

If you’re looking for a cost-efficient way to diversify with stocks, bonds, or short term investments, consider mutual funds. With our guidance, top fund picks, and comprehensive research, we can work together to help meet your investment goals.

  • A wide range of Morningstar® 4- and 5-star funds2
  • Free guidance and portfolio analysis
  • No loads or transaction fees3


Consistently ranked among the best online brokers, our award winning4 brokerage account let's you invest in stocks, ETFs, options, mutual funds, bonds, CDs, and precious metals.

  • We’ve lowered our trades to $4.95. Learn more
  • Wide range of investment choices
  • Free, independent research from 20+ providers5

Cash Management

Put your cash to work with our alternative to a checking account. With all of your money in one place, it’s easier to save, spend, and manage your cash.

  • No monthly fees, no minimum balance, and ATM fees are reimbursed6
  • FDIC insurance eligibility7
  • Scan and deposit checks with iPhone®, iPad®, or AndroidTM

Get 500 commission-free trades

Get up to 500 commission-free trades for two years when you open and fund an IRA or Brokerage account. You'll also get access to our Active Trader Pro PlatformSM. This offer, along with our $4.95 online U.S. equity trades, is just another way we help your money go further.

Wealth management

Wealth management, through Fidelity® Wealth Services, creates a relationship between you and a dedicated advisor who can work with you to plan around your full financial picture and provide clear recommendations.8