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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Saving for retirement
Investing and trading
Managed accounts
Saving for education
Charitable giving
Estate planning
Annuities
Life insurance

Saving for retirement

Rollover IRA Consolidating your old 401(k) or IRAs into a Rollover IRA can help you manage your retirement savings more efficiently. You may pay less in account fees and gain access to a broader array of investment options.¹ Learn more.	Open online.
Traditional IRA Your contributions may be tax-deductible and potential earnings grow tax-deferred until you withdraw them in retirement. This may be a good choice if you want to take advantage of tax savings now. Learn more.	Open online.
Roth IRA While contributions aren't tax-deductible, withdrawals—including any earnings—can be made tax-free as long as certain conditions are met. This may be a good choice if you are eligible to make Roth IRA contributions and think your tax rate will be higher in retirement. Learn more.	Open online.
SEP IRA Set up a workplace savings plan if you are self-employed or own a small business. Learn more.	Open online.
Inherited IRA If you are inheriting a Traditional IRA, SIMPLE IRA, SEP IRA, or workplace retirement plan, you can generally move those assets into an Inherited IRA. While subject to minimum required distributions, this may be a good choice if you want to continue the tax-deferred growth potential of inherited retirement assets and avoid the impact of immediate income taxes. Learn more.	Open online.
Inherited Roth IRA If you are inheriting a Roth IRA, you can generally move those assets into an Inherited Roth IRA. While subject to minimum required distributions, this may be a good choice if you want to continue the tax-advantaged growth potential in an Inherited Roth IRA and avoid the impact of immediate income taxes. Learn more.	Open online.
Self-Employed 401(k) Designed for self-employed individuals or business owners without employees. Learn more.
SIMPLE IRA This plan offers tax deferral plus pre-tax contributions for self-employed individuals and participants in small businesses with fewer than 100 employees. Learn more.
Investment-Only Plans for Small Business An Investment-Only Plan is also known as the Fidelity Non-Prototype Account. This brokerage account is for small businesses that have qualified plans for which they would like to expand the investment options to include offerings from Fidelity. Learn more.
401(k) Plan for Small Businesses Offer your employees a retirement plan with employee deferral contributions, employer contributions, and an array of features. Learn more.

Fidelity makes rolling over an old retirement savings plan from a former employer easy for you.

1. $7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.

2. Commission comparison based upon published website commission schedules, as of 2/1/2013, for E*Trade, Schwab, and TD Ameritrade for online U.S. equity trades. For E*Trade: $9.99 per trade for 0-149, $7.99 per trade for 150 to 1,499 and $6.99 per trade for 1,500 or more trades per quarter. For Schwab: $8.95 for up to 999,999 shares per trade, though orders of 10,000 or more shares or greater than $500,000 may be eligible for special pricing. For TD Ameritrade: $9.99 per market or limit order trade for an unlimited amount of shares.

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With a Traditional IRA, you make contributions with money you may be able to deduct on your tax return. Any earnings potentially grow tax-deferred until you withdraw them in retirement.

What you should know

Often a good choice for investors with earned income who are under age 70½ and looking to save for retirement
$5,500 maximum contribution for 2013 and 2014 ($6,500 if you’re 50 or older)⁴
Minimum required distributions starting at age 70½

3. Earn up to 2 points per dollar in net retail purchases charged to the card. Cash-back rewards only apply to points redeemed for a deposit into an eligible Fidelity account. Other restrictions apply. Full details appear in the Program Guidelines accompanying the online credit card application.

4. For a Traditional IRA, full deductibility of a contribution for 2013 is available to active participants whose 2013 Modified Adjusted Gross Income (MAGI) is $95,000 or less (joint) and $59,000 or less (single); partial deductibility for MAGI up to $115,000 (joint) and $69,000 (single). In addition, full deductibility of a contribution is available for working or nonworking spouses who are not covered by an employer-sponsored plan whose MAGI is less than $178,000 for 2013; partial deductibility for MAGI up to $188,000. For 2014 full deductibility of a contribution is available to active participants whose 2014 Modified Adjusted Gross Income (MAGI) is $96,000 or less (joint) and $60,000 or less (single); partial deductibility for MAGI up to $116,000 (joint) and $70,000 (single). In addition, full deductibility of a contribution is available for working or nonworking spouses who are not covered by an employer-sponsored plan whose MAGI is less than $181,000 for 2014; partial deductibility for MAGI up to $191,000.

Third-party trademarks appearing herein are the property of their respective owners. All other trademarks are the property of FMR LLC.

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With a Roth IRA, you make contributions with money on which you've already paid taxes. Your money can then potentially grow tax-free, with tax-free withdrawals in retirement, provided that certain conditions are met.¹

What you should know

Maximum contribution of $5,500 for 2013 and 2014 ($6,500 if you're 50 or older)
Designed for investors 18 and older who meet the Roth IRA income limits:
- 2013 income limit for single filers of $112,000 ($127,000 for a partial contribution); for joint filers, $178,000 ($188,000 for a partial contribution)
- 2014 income limit for single filers of $114,000 ($129,000 for a partial contribution); for joint filers, $181,000 ($191,000 for a partial contribution)

1. A distribution from a Roth IRA is tax-free and penalty-free provided that the five-year aging requirement has been satisfied and one of the following conditions is met: age 59½, death, disability, qualified first time home purchase.

2. $7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.

3. Commission comparison based upon published website commission schedules, as of 2/1/2013, for E*Trade, Schwab, and TD Ameritrade for online U.S. equity trades. For E*Trade: $9.99 per trade for 0-149, $7.99 per trade for 150 to 1,499 and $6.99 per trade for 1,500 or more trades per quarter. For Schwab: $8.95 for up to 999,999 shares per trade, though orders of 10,000 or more shares or greater than $500,000 may be eligible for special pricing. For TD Ameritrade: $9.99 per market or limit order trade for an unlimited amount of shares.

4. Earn up to 2 points per dollar in net retail purchases charged to the card. Cash-back rewards only apply to points redeemed for a deposit into an eligible Fidelity account. Other restrictions apply. Full details appear in the Program Guidelines accompanying the online credit card application.

Third-party trademarks appearing herein are the property of their respective owners. All other trademarks are the property of FMR LLC.

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Simplified Employee Pension Plans (SEP IRAs) help self-employed individuals and small-business owners get access to a tax-deferred benefit when saving for retirement.

What you should know

Employer contributions ranging from 0%–25% of compensation ($51,000 cap for 2013; $52,000 cap for 2014), with each eligible employee receiving the same percentage
Minimum required distributions generally beginning at age 70½ (10% withdrawal penalty for distributions if under age 59½, with exceptions)

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Inherited IRAs are specifically designed for retirement plan beneficiaries—those who have inherited an IRA or workplace savings plan, such as a 401(k).

Need help? Contact Fidelity Inheritor Services to facilitate the process.

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If you've inherited a Roth IRA, you can move those assets into our Inherited Roth IRA and continue to enjoy tax-advantaged growth potential.

Need help? Contact Fidelity Inheritor Services to facilitate the process.

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This full-featured, low-cost brokerage account can meet your needs while you grow as an investor.

$7.95 commission applies to online U.S. equity trades in a Fidelity account with a minimum opening balance of $2,500 for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal). Other conditions may apply. See Fidelity.com/commissions for details.

1. Fidelity Active Trader Pro Platforms^SM are available to customers trading 36 times or more in a rolling twelve-month period; customers who trade 120 times or more have access to Recognia anticipated events and Elliott Wave analysis.

2. Fidelity brokerage account required for access to research reports. Minimum opening balance of $2500 is required.

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The Fidelity^® Cash Management Account is a convenient way to save, spend, and manage your cash. With deposits eligible for FDIC insurance coverage, it has all the features you need from a traditional checking account, without the bank.

1. All Fidelity ATM withdrawal fees will be waived for your Fidelity^® Cash Management Account. In addition, your account will automatically be reimbursed for all ATM fees charged by other institutions while using a Fidelity Visa^® Gold Check Card linked to your account, at any ATM displaying the Visa^®, Plus^® or Star^® logos. The reimbursement will be credited to your Fidelity Cash Management Account the same day the ATM fee is debited from the account. Please note, there is a foreign transaction fee of one percent that is not waived, which will be included in the amount charged to your account. The Fidelity Visa^® Gold Check Card is issued by PNC Bank, NA and administered by BNY Mellon Investment Servicing Trust Company, which are not affiliated with Fidelity Investments. The third party trademarks appearing herein are the property of their respective owners.

2. The Cash Balance in the Fidelity^® Cash Management Account is swept to an FDIC-insured interest bearing account at a Program Bank. The deposit at the Program Bank is not covered by SIPC. The deposit is eligible for FDIC insurance subject to FDIC insurance coverage limits. All assets of the account holder at the depository institution will generally be counted toward the aggregate limit. For more information about FDIC insurance coverage, please visit the FDIC website at or call 877-ASK-FDIC. As referenced in the FDIC-Insured Deposit Sweep Disclosure Document for the Fidelity Cash Management Account, customers are responsible for monitoring their total assets at the Program Bank to determine the extent of available FDIC insurance. All FDIC insurance coverage is in accordance with FDIC rules. Go to Fidelity.com/FCMACoreBanks to see a list of eligible Program Banks, and the FDIC Disclosure Document (PDF).

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 . 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. For additional information please see the Fidelity Cash Management Account FDIC Disclosure Document (PDF).

4. SmartMoney Annual Broker Survey, SmartMoney magazine, June 2010, 2011, and 2012.

5. 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^®.

6. Earn up to 2 points per dollar in net retail purchases charged to the card. Cash-back rewards only apply to points redeemed for a deposit into an eligible Fidelity account. Other restrictions apply. Full details appear in the Program Guidelines accompanying the online credit card application.

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529 plans are flexible, tax-advantaged accounts designed specifically for college savings. Invest in any state’s plan, and use the funds at most accredited schools nationwide.

1. Although the underlying deposits are eligible for FDIC insurance, subject to applicable federal deposit insurance limits, the Units of the Bank Deposit Portfolio are not insured or guaranteed by the FDIC or any other government agency. You are responsible for monitoring the total amount of your assets on deposit at the depository bank, including amounts held directly at the depository bank. All such deposits held in the same ownership capacity at the depository bank are subject to aggregation and to the current FDIC insurance coverage limitation of $250,000. Please see a 529 Fact Kit for more details.

2. Earn up to 2 points per dollar in net retail purchases charged to the card. Cash-back rewards only apply to points redeemed for a deposit into an eligible Fidelity account. Other restrictions apply. Full details appear in the Program Guidelines accompanying the online credit card application.

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Invest on behalf of a minor with a custodial account (also known as an UGMA or UTMA account, based on the Uniform Gifts/Transfers to Minors Acts). A custodial account at Fidelity is a brokerage account with comprehensive trading, mutual fund, and cash management features. Funds in a custodial account are irrevocable gifts and may only be used for the benefit of the minor.

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Accounts you can transfer

To transfer assets to Fidelity from another firm, first open a compatible Fidelity account.

Account to transfer	Compatible Fidelity account
Brokerage Account	The Fidelity Account^®	Open Now
Traditional IRA	Traditional IRA	Open Now
Roth IRA	Roth IRA	Open Now
SIMPLE-IRA	SIMPLE-IRA	Open Now
SEP-IRA	SEP-IRA	Open Now
Rollover IRA	Rollover IRA	Open Now

Already have a compatible Fidelity account? Transfer an account.

Account to roll over	Compatible Fidelity account
401(k) or other pre-tax qualified plan*	Rollover IRA	Open Now
Designated Roth Account	Roth IRA	Open Now
403(b) – pre-tax	Rollover IRA	Open Now
457(b) – government	Rollover IRA	Open Now

Already have a compatible Fidelity account? Roll over an eligible workplace account.

*Qualified plans include profit-sharing, money purchase and Defined Benefits plans.

Not sure what to do? You can always call 800-343-3548.

Questions?

Free commission offer applies to online purchases of 65 iShares^® ETFs and Fidelity ETFs in a Fidelity brokerage account with a minimum opening balance of $2,500. The sale of ETFs are subject to an activity assessment fee (of between $0.01 to $0.03 per $1000 of principal) by Fidelity. After September 30, 2013, 65 iShares ETFS are subject to a short-term trading fee by Fidelity, if held less than 30 days. After January 31, 2014, Fidelity ETFs are subject to a short-term trading fee by Fidelity, if held less than 30 days.

This site is for U.S. residents with a valid U.S. address. Not a U.S. resident? Visit our International Investment site.

1. Keep in mind that fees may apply when closing and consolidating accounts.

2. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive, long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation is described in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

3. SmartMoney Annual Broker Survey, SmartMoney magazine, June 2010, 2011, and 2012.

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^®.

5. All Fidelity ATM withdrawal fees will be waived for your Fidelity^® Cash Management Account. In addition, your account will automatically be reimbursed for all ATM fees charged by other institutions while using a Fidelity^® Visa^® Gold Check Card linked to your account at any ATM displaying the Visa^®, Plus^®, or Star^® logos. The reimbursement will be credited to the account the same day the ATM fee is debited from the account. Please note that there is a foreign transaction fee of 1% that is not waived, which will be included in the amount charged to your account. The Fidelity^® Visa^® Gold Check Card is issued by PNC Bank, N.A., and the check card program is administered by BNY Mellon Investment Servicing Trust Company. These entities are not affiliated with each other or with Fidelity Investments. Visa is a registered trademark of Visa International Service Association, and is used by PNC Bank pursuant to a license from Visa U.S.A. Inc.

6. The Cash Balance in the Fidelity^® Cash Management Account is swept to an FDIC-insured interest bearing account at a Program Bank. The deposit at the Program Bank is not covered by SIPC. The deposit is eligible for FDIC insurance subject to FDIC insurance coverage limits. All assets of the account holder at the depository institution will generally be counted toward the aggregate limit. For more information about FDIC insurance coverage, please visit the FDIC Web site at or call 877-ASK-FDIC. As referenced in the FDIC-Insured Deposit Sweep Disclosure Document for the Fidelity Cash Management Account, customers are responsible for monitoring their total assets at the Program Bank to determine the extent of available FDIC insurance. All FDIC insurance coverage is in accordance with FDIC rules. Go to Fidelity.com/FCMACoreBanks to see a list of eligible Program Banks, and the FDIC Disclosure Document (PDF).

7. Fidelity Portfolio Advisory Service^® is a service of Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company. Fidelity^® Personalized Portfolios may be offered through the following Fidelity Investments companies: Strategic Advisers, Inc.; Fidelity Personal Trust Company, FSB (“FPT”), a federal savings bank; or Fidelity Management Trust Company (“FMTC”). Nondeposit investment products and trust services offered through FPT and FMTC and their 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. These services provide discretionary money management for a fee.

8. This program is not managed for tax sensitivity.

9. These are variable annuities—investment returns, contract value, and, for variable income annuities, payment amount are not guaranteed and will fluctuate.

10. Guarantees apply to certain insurance and annuity products (not securities, variable or investment advisory products) and are subject to product terms, exclusions and limitations and the insurer's claims-paying ability and financial strength.

11. MetLife Growth and Guaranteed Income annuity (Policy Form Series No. 8800 (10/09)) is issued by MetLife Investors USA Insurance Company (MLIUSA), 5 Park Plaza, Suite 1900, Irvine, CA 92614 and, in New York (Policy Form Series No. 6800 (10/09)), only by Metropolitan Life Insurance Company, 200 Park Avenue, New York, NY 10166 (each, a "MetLife" company). MLIUSA and Metropolitan Life Insurance company are affiliates. The contract's financial guarantees are solely the responsibility of the issuing insurance company. Fidelity Brokerage Services, Member NYSE, SIPC, and Fidelity Insurance Agency, Inc., are the distributors; they are not affiliated with any MetLife company.

12. Excess withdrawals and any withdrawal prior to age 59½ may significantly reduce the guaranteed withdrawal benefit amount, and, if taken during the first 5 contract years, may be subject to a 2% surrender fee. Withdrawals of taxable amounts are subject to ordinary income tax, and if made before age 59½, may be subject to a 10% IRS penalty.

13. Deferred Income Annuity contracts are irrevocable, have no cash surrender value and no withdrawals are permitted prior to the income start date.

Fidelity insurance products are issued by Fidelity Investments Life Insurance Company (FILI), 100 Salem Street, Smithfield, RI 02917, and in New York, by Empire Fidelity Investments Life Insurance Company (EFILI),^® New York, N.Y. FILI is licensed in all states except New York. Other insurance products available at Fidelity are issued by third party insurance companies, which are not affiliated with any Fidelity Investments company. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company.

All customer ratings and reviews are provided to Fidelity on a voluntary basis and are screened in accordance with the guidelines set forth in our Customer Ratings and Reviews Terms of Use. For additional information on which ratings and reviews may be posted, please refer to our . Featured reviews have been selected based on subjective criteria and have been reviewed by Fidelity Investments. The average rating is determined by calculating the mathematical average of all ratings that are approved for posting per the Customer Ratings and Reviews Terms of Use and does not include any ratings that did not meet the guidelines and were therefore not posted. Ratings and reviews are added continuously to the website (after a delay for screening against guidelines) and average ratings are updated dynamically as reviews are added or removed.

The ratings and experiences of customers may not be representative of the experiences of all customers or investors and is not indicative of future success. The accuracy of information included in the customer ratings and reviews cannot be guaranteed by Fidelity Investments. Customers who post ratings may be responsible for disclosing whether they have a financial interest or conflict in submitting a rating and review.

Please contact a Fidelity representative if you have additional questions or concerns about the ratings and reviews posted here.

Before investing, consider the investment objectives, risks, charges, and expenses of the fund, 529 plan or annuity and its investment options. Contact Fidelity for a prospectus or fact kit or, if available, a summary prospectus containing this information. Read it carefully.

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Brokerage Account – The Fidelity Account^® Our full-featured, low-cost brokerage account with online trading of stocks, exchange-traded funds (ETFs), mutual funds, bonds, and options, along with tools and research for investors. Purchase more commission-free iShares^® ETFs online at Fidelity, than at any other major online brokerage firm—65 in all.² Learn more.	Open online.
Brokerage and Cash Management With both the Fidelity Account^® and the Fidelity^® Cash Management Account, you enjoy all the benefits of our full-featured, low-cost brokerage account and our cash management account—with all ATM fees reimbursed⁵ and deposits eligible for FDIC insurance.⁶ Learn more.	Open online.
The Fidelity Account^® for Businesses This low-cost brokerage account offers comprehensive trading, mutual fund, and cash management features, so that you can manage your business finances and meet all your business needs. Learn more.

Fidelity Personal Retirement Annuity^{® 9} This low-cost deferred variable annuity allows you to save more for retirement on a tax-deferred basis. Learn more.
Deferred Fixed Annuities Deferred fixed annuities offer a guaranteed¹⁰ rate of return for a set period of time. Available through The Fidelity Insurance Network^®. Learn more.
MetLife Growth and Guaranteed Income^{SM, 9, 11} This deferred variable annuity provides guaranteed lifetime income,¹⁰ growth potential, and access to assets.¹² Learn more.
Fidelity Freedom Lifetime Income^{® 9} This immediate variable income annuity provides lifetime income,¹⁰ helping to reduce the risk that you will outlive your retirement savings. Learn more.
Immediate Fixed Income Annuities Immediate fixed income annuities provide a guaranteed¹⁰ stream of income for the rest of your life or a set period of time. Available through The Fidelity Insurance Network^®. Learn more.
Deferred Income Annuities Deferred income annuities¹³ provide you, or you and your spouse, with guaranteed¹⁰ income for the rest of your life beginning on a future date. Available through The Fidelity Insurance Network^®. Learn more.

Fidelity Portfolio Advisory Service^® With a model portfolio of stock and bond mutual funds, experienced financial professionals actively manage your investment assets,⁷ helping you meet your financial goals.⁸ Learn more.
Fidelity^® Personalized Portfolios With a personalized portfolio of stocks, bonds, mutual funds, and exchange-traded funds, we’ll help you invest your assets or those of your trust using tax-sensitive investment management techniques.⁷ Eligible investors receive exclusive access to Fidelity’s only large-cap separately managed account. Learn more.

529 Account Any earnings grow federal income tax-deferred and contributions may be eligible for state tax deductions. Distributions for qualified higher education expenses are federal income tax-free. Learn more.	Open online.
Custodial Account Based on the Uniform Gifts/Transfers to Minors Acts, this brokerage account offers comprehensive trading, mutual fund, and cash management features, allowing you to invest on behalf of a minor. Learn more.	Open online.

Trust Invest and manage a brokerage account on behalf of an established trust. Learn more.
Estate Invest and manage a brokerage account on behalf of an estate. Learn more.

Universal Life Universal life insurance is permanent life insurance coverage that helps you preserve your wealth and protect your family against loss in the event of your death. Learn more.
Term Life Insurance Term Life Insurance from Fidelity is a low-cost solution that can help provide financial resources for your family in the event of your premature death. Learn more.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Open an Account

Saving for retirement

Investing and trading

Managed accounts

Saving for education

Charitable giving

Estate planning

Annuities

Life insurance

401(k) Rollover to IRA

Why roll over your account now

Why Fidelity

Traditional IRA

Account benefits

Why Fidelity

What you should know

Roth IRA

Account benefits

Why Fidelity

What you should know

SEP IRA: Simplified Employee Pension Plan

Account benefits

Why Fidelity

What you should know

Inherited IRA

What you should know

Why Fidelity

Inherited Roth IRA

What you should know

Why Fidelity

The Fidelity Account®

The Fidelity Account advantage

Why Fidelity

The Fidelity® Cash Management Account

Save, spend, and manage your cash

Why Fidelity

The Fidelity Account® Plus Fidelity® Cash Management Account

Why the Fidelity Account®

Why the Fidelity® Cash Management Account

Why Fidelity

529 College Savings Account

Account benefits

Why Fidelity

Custodial Account (UGMA/UTMA)

Account benefits

Why Fidelity

Accounts you can transfer

Questions?

Transferring assets?

Resources

The Fidelity Account^®

The Fidelity^® Cash Management Account

The Fidelity Account^® Plus Fidelity^® Cash Management Account

Why the Fidelity Account^®

Why the Fidelity^® Cash Management Account